Insights on Contacts and Organizations Added

Kate Houser Member Posts: 2 VERIFIED MEMBER

March 2022 edited July 2022 in Sales CRM #1

Hi! I would like to know how to get a report on total contacts and total organizations added each week in my dashboard. They don't have to be related (IE: how many contacts are within each org) I just need a "total added" view. Can you please help me undertand how to do this?

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Insights (Goals / Reports / Dashboards)

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Amit Sarda (AmitSarda.xyz) Member Posts: 1,602 VERIFIED MEMBER

March 2022 edited March 2022 #2

You can't do this using Pipedrive Insights.

You can easily do this by setting up a data pipeline and visualizing this data in Google Sheets, Google Data Studio, or Tableau.

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Gabriel Ramos Member Posts: 27 VERIFIED MEMBER

March 2022 edited March 2022 #3

Hey Kate,

The endpoint you will need to use is https://developers.pipedrive.com/docs/api/v1/Organizations#getOrganizations.
You use ETLs to do that work for you and send that to a Database you own.

Kind regards.

Gabriel Ramos

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