Automate / API export insights data

TT
TT Member Posts: 17 VERIFIED MEMBER
10 Comments First Anniversary Photogenic Name Dropper
in Workflow Automation #1

Hello community,

I'm interested in knowing if there's a method to automate the export of insight data or if there's an API available for this purpose, allowing exports on a periodic basis such as weekly or monthly. Could anyone provide guidance or share their experiences with this?

Thank you!

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Answers

  • Andreia Costa
    Andreia Costa Pipedrive Team Posts: 174 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes
    #2

    Hi @TT 👋

    At the moment, there's no endpoint available that would get that information, but this is good feedback, please make sure to share it in the "ideas and product feedback" section. If there is a way to make it work, the dev community is the right place to ask, feel free to post your question there: https://devcommunity.pipedrive.com/ you also have the option to post about hiring a developer who can potentially look into that further for you.

    I will leave here a different suggestion in case it can help someone who comes across this post. Maybe you could create 2 different insights dashboards (one weekly and another monthly) and then you could share them - this way, the data would be updated weekly and you could view it. You could also manually export the data in the report every week (and month). It's not automated but it would be a quick way to export the information.

    Hope this helps!

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,610 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers
    #3

    I would suggest considering building a data pipeline using Coupler or Coefficient.

    You can then visualize the data from Google Sheets using Tableau or Looker Studio, or even Google Sheets. 


    More about building a data pipeline for Pipedrive in this article.

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