--- title: "Pipedrive" description: "Using Pipedrive as a data source for your Softr app." canonical: "https://docs.softr.io/data-sources/pipedrive" updated: "2026-11-04" --- # Pipedrive Pipedrive is a sales-focused CRM built around a visual pipeline, helping sales teams track deals, contacts, and activities from first contact to close. Pipedrive organizes data into a fixed set of objects, which makes it a straightforward data source for sales dashboards, client portals, and internal tools built on Softr. To learn more about Pipedrive, visit the [official Pipedrive website](https://www.pipedrive.com/). In this article, we'll cover how to connect Pipedrive to Softr and take a closer look at the features that matter in that context. ## 1. Connect your Pipedrive account To use Pipedrive in Softr, you must first **connect your Pipedrive account**. Any Pipedrive data source you connect in Softr can be used by all of the workspace's collaborators in all of the workspace's apps. > **Warning** > > Softr connects to Pipedrive through **OAuth only**. An API token is not supported; you authenticate by signing in to Pipedrive and approving the connection. 1. **Add Pipedrive data source to your workspace** 1. In your [Softr Dashboard](https://studio.softr.io/dashboard/data-sources), navigate to **Data Sources** in the left menu. 2. Click **Connect Data Source.** 3. Select **Pipedrive** and proceed to authenticate your account. ![PLACEHOLDER: Connect Data Source dialog with Pipedrive selected](/data-sources/pipedrive/connect-data-source.webp) _Adding new or editing existing data sources._ 2. **Grant access to Pipedrive** 1. Sign in to your Pipedrive account when redirected. 2. Approve the requested permissions to complete the connection. ![PLACEHOLDER: Pipedrive OAuth consent screen](/data-sources/pipedrive/authorize-pipedrive.webp) _Authorizing Softr in Pipedrive._ ## 2. Connect your Pipedrive data to a Softr app Once your Pipedrive account is connected, you can use the authorized account across one or multiple Softr applications. 1. **Connect the Pipedrive objects to a Dynamic Block** To display your data in the app, connect a [dynamic block](/core-concepts-overview/c5VwEbsWtTfPyUZjmEKvfx/visualize-data-with-building-blocks/41p6U2eZs7zgY8zWmFV4eH#1859a723d691803d9551ecd7b3b0c043) (e.g. [List](/building-blocks/vikC2AWEpQGkZd4jGyoVxo/list-block/pQhPYuA28VXr5tLLFBcbCU), [Grid](/building-blocks/vikC2AWEpQGkZd4jGyoVxo/grid-block/42JZoeYwMsogZcveqh74QH), [Table](/building-blocks/vikC2AWEpQGkZd4jGyoVxo/table-block-/j7rGwu7J7zuU69h3bZ7HFe)) to your Pipedrive objects: 1. In the block **source tab**, select the authenticated Pipedrive integration. 2. Choose the **Object** you want to use. > **Warning** > > **Important:** You can connect only one object type to one block. For example, if you want to show a list of deals, select the **Deals** object. To display **Activities** as well, add another **dynamic block**. ![PLACEHOLDER: object picker showing Deals, Persons, Organizations, Products, Activities, Leads](/data-sources/pipedrive/select-object.webp) _Selecting Pipedrive objects._ ### Supported Pipedrive Objects Softr supports the following **Pipedrive objects**: - **Deals** - **Persons** - **Organizations** - **Products** - **Activities** - **Leads** > **Note** > > **Projects** are not supported: they need a paid Pipedrive add-on. 2. **Mapping Pipedrive object fields** When you select the object type you want to show, you can customize which object fields you want to visualize alongside. Each Pipedrive object has **predefined field types** like text, dropdowns, and date pickers. Since Softr also has its own field types, it's important to **map fields correctly** to ensure your data appears as expected. ![PLACEHOLDER: field mapping panel for a Pipedrive object](/data-sources/pipedrive/map-fields.webp) _Mapping Pipedrive object fields._ ### Supported Fields Softr supports: - All default Pipedrive object fields - All custom fields you've created in Pipedrive However, some fields are **read-only** in Softr, including: - Computed counters such as **Activities count**, **Files count**, **Followers count**, **Open deals count**, and similar roll-up counts. - Fields Pipedrive sets automatically, such as **Won time**, **Lost time**, **Last activity**, **Is archived**, and the record **Creator**. - On **Activities**, the linked **Person** is set through participants, not directly. - On **Persons**, the **Name** field: set the **First name** and **Last name** fields instead, and Pipedrive builds the full name from them. - On **Leads**, a few fields Pipedrive derives from the linked deal or that Softr cannot write yet, such as **Value**, **Source**, and **Deal**. > **Note** > > A few Pipedrive field types have no dedicated Softr field type yet, so they show up as plain text: **Due time**/**Duration**-style time fields and **Address** fields. You can still read and edit them as text; Pipedrive validates the format you send and returns an error if it doesn't accept it. ### Pictures, files, and product images Pipedrive stores person profile pictures, product images, and record attachments (files) outside the regular field data. Softr supports all three: - **Person profile pictures**: upload, replace, and remove a person's picture from a Softr form. - **Product images**: upload, replace, and remove a product's image. - **Record files**: attach, download, and remove files on deals, persons, organizations, and activities. ![PLACEHOLDER: Update record form with a profile picture upload field](/data-sources/pipedrive/upload-picture.webp) _Uploading a person's profile picture from a Softr form._ ### Pipedrive object relationships Pipedrive works as a **relational database**, meaning objects can be linked together, such as: - A **Deal** linked to a **Person** and an **Organization** - An **Activity** linked to a **Deal**, a **Lead**, or a **Project** (at most one of the three at a time — see the note below) In Softr, you can show linked objects using: 1. [Linked List Block](/building-blocks/vikC2AWEpQGkZd4jGyoVxo/linked-list/bWjTdKhbftofSEKRSxMFz9) 2. Linked record fields > **Warning** > > **Important:** a Pipedrive activity can be linked to only **one** of Deal, Lead, or Project at a time. If you set more than one of these on the same activity, Pipedrive rejects the update with a validation error. ## FAQs **Why can't I see certain Pipedrive fields in Softr?** Some fields are calculated by Pipedrive (counters, won/lost timestamps, and similar) and only ever show up as read-only in Softr. If a custom field is missing entirely, reconnect the Pipedrive data source to refresh the field list. **Can I use an API token instead of signing in?** No. Softr connects to Pipedrive through OAuth only, so you authenticate by signing in and approving the connection. **Can I use multiple Pipedrive accounts in one Softr app?** Yes. You can connect multiple Pipedrive accounts, but you'll need to use **separate Softr blocks** for each object from each account. **Why does updating an Activity fail with an error about deal, lead, or project?** Pipedrive allows an Activity to link to only one of Deal, Lead, or Project at a time. Check that your form or workflow isn't setting more than one of these fields on the same update.