Integrate Pipedrive with LeanKit
Pipedrive creates a visual sales pipeline that allows businesses to better manage each stage of their deals. Additionally, Pipedrive provides detailed analytics that show how many deals are won and lost, what stages they are lost at, and how individual agents are performing based on various metrics.
LeanKit is a kanban board management tool designed specifically for Lean that makes it easy to visualize and manage the workflow of various projects. It works by allowing users to analyze their work and see bottlenecks, waste, and areas of slowdown so that they can quickly address these issues and maximize their productivity.
Popular Use Cases
Bring all your Pipedrive data to Amazon Redshift
Load your Pipedrive data to Google BigQuery
ETL all your Pipedrive data to Snowflake
Move your Pipedrive data to MySQL
Bring all your LeanKit data to Amazon Redshift
Load your LeanKit data to Google BigQuery
ETL all your LeanKit data to Snowflake
Move your LeanKit data to MySQL
Integrate Pipedrive With LeanKit Today
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Pipedrive's End Points
Retrieve information - like deal ID, associated users, estimated timeline and expected revenue - about any deals that your company has engaged in. This will allow you to better gauge the profitability of individual deals or track deal trends throughout your sales history.
Add, track, or modify contacts that have begun their journey through your sales pipeline. You can see what deals are attached to a person, what organizations they belong to, and what activities are scheduled for that person. This information can help you decide the best course of action for moving that person along your sales pipeline and winning the deals you have with them.
Track products that your company is selling - by product name, price, or product code - or associate products with specific deals in your pipeline. This will give you a more detailed view of the revenue generated by specific products, allowing you to better prioritize them in your sales pipeline.
Fetch data about an activity that is scheduled in your pipeline. This could include things like the activity’s type, due date, and status, along with associated deals, contacts, and organizations. Then, use that data to track the progress and effectiveness of various activities that are being performed to help you win deals.
Get data about an organization that has deals in your pipeline, including the organization’s ID, associated persons, and related deals. This will allow you to track which organizations are delivering the most profitable deals and the best leads.
LeanKit's End Points
LeanKit Card Positions
Follow card movements through various lanes and retrieve the IDs of the board, card, and lane. Additionally, monitor when a card enters and exits the lane. This allows you to track speed of movement for these cards and send that lane movement information to other relevant tools.
Receive data about all available cards, including both identification info - like the card ID, card title, parent card ID and parent card title - and more action-oriented analytics data, such as card priority, start time, planned finish date, and current lane. Use this endpoint to track insights about specific cards or make card data accessible in other integrated data sources.
LeanKit Historic User Assignments
Get a card’s assignment history. This includes the assigned users’ IDs, names, and email as well as historical data about when the card was assigned. This helps gauge the efficiency of various users and understand the workflow speed of each card.
LeanKit Current User Assignments
Request a list of who is assigned to which cards. This list includes both data about the cards themselves (card ID, priority, and type) and information about the assigned users, such as their name, email address, and user ID. Use this data to track a specific user’s progress with their cards and/or visualize where and why bottlenecks occur.
LeanKit Custom Fields
View a list of cards with custom fields and access an array of information about them, such as their card IDs and the ID, label, type, and value of the related custom fields. Then, use this endpoint to export custom field data into data sources that provide valuable insights about those fields.
LeanKit Current Lanes
Examine all accessible lanes and get both identification data - like lane ID, title, class and type - and data about how the lane is used, such as the lane’s policy, creation date, position, and WiP limit. Integrate this endpoint with endpoints like ‘Cards” and “Current User Assignments” to get more specific analytics about the efficiency of different lanes in your workflow.
See the board IDs, card IDs, and titles of all tags that are attached to cards in your LeanKit. Use these tags to track more specific data from integrated data sources. This will allow for better, more detailed organizational structures.