Lead Dashboard Insights : Custom data from Organization & Contact

Guil35

Hi,

In the Report and Dasboard Insights section, how to pull up custom data from Person or Organization (example : turnover of the organization, size of the organization) and use these custom data as one filter in the Report ?

Many thanks for your help

Guil

Amit Sarda (AmitSarda.xyz)

You can't as of today, and it won't be possible anytime soon.

You can set up a data pipeline using Coupler or Flatly and visualize it using Tableau.

This article describes how you can export data from Pipedrive automatically.

https://www.amitsarda.xyz/post/export-pipedrive-data-to-google-sheets

Guil35

If not possible, what about the alternative solution to retrieve these data in the Insight report without using any pipedrive Apps : can we duplicate automatically any custom data from Organization into Custom Data from Deal/Lead thanks to Pipedrive Automation ? if we do, any help ?

Amit Sarda (AmitSarda.xyz)

You can, using Make/Integromat or Pipedrive Automation.