Pipedrive
Filament

Ask questions about your Pipedrive data

Connect Pipedrive to Filament and turn complex dashboards, analytics, and business intelligence into a simple conversation. No spreadsheets. No setup. Just instant answers.

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Pipedrive shows you pipeline stages and deal values, but understanding which marketing channels drive your highest-value deals or how sales activity patterns affect win rates requires connecting to your ad platforms and analytics tools. Filament links Pipedrive with your marketing stack and answers questions about attribution, sales cycle efficiency, and revenue forecasting in plain English.

Metrics dashboard
Finance dashboard
SEO dashboard

Track Pipedrive KPIs with Filament Analytics

Connect your Pipedrive account to Filament and instantly track your most important KPIs. All in plain English dashboards that update automatically.

View documentation

Key Pipedrive metrics you can track in Filament:

Deals
Track sales opportunities through your pipeline with deal value, stage, expected close date, win probability, and owner details. Analyze deal progression, conversion rates, and revenue forecasts.
records:
titlevaluestage_idstatusexpected_close_datewon_timelost_timeprobabilityuser_id
Persons
Contact records with email addresses, phone numbers, organization relationships, custom field values, and owner assignments. See which contacts convert to customers and track engagement patterns.
records:
nameemailphoneorg_idowner_idadd_timeupdate_time
Organizations
Company accounts with address details, industry classifications, deal relationships, custom field data, and contact counts. Understand which organization types generate the most revenue.
records:
nameaddressowner_idpeople_countopen_deals_countwon_deals_countadd_time
Activities
Sales activities including calls, meetings, emails, and tasks with completion status, duration, subject lines, and associated deals. Measure sales team productivity and activity effectiveness.
records:
subjecttypedue_datedonedurationdeal_idperson_idorg_iduser_id
Pipelines and Stages
Pipeline configurations with stage names, order sequences, win probabilities, and deal counts. Compare performance across different sales processes and identify bottlenecks.
records:
nameorder_nractivedeal_probabilityrotten_flagrotten_days
Products
Product catalog with pricing, SKUs, active status, and custom product fields. Track which products drive the most revenue and analyze product mix by customer segment.
records:
namecodeunitpriceactive_flagcategoryadd_time
Email Messages
Email communications linked to deals and contacts with subject lines, send timestamps, recipient details, and thread associations. Analyze email engagement patterns that correlate with closed deals.
records:
subjectsnippetfromtosent_flagtimestampdeal_idperson_id
Deal Fields
Custom field definitions for deals including field types, options, mandatory flags, and edit permissions. Understand how custom data structures support your sales process.
records:
namekeyfield_typemandatory_flagoptionsedit_flag
Users
Sales team members with names, email addresses, active status, role assignments, and activity counts. Measure individual performance and compare rep productivity.
records:
nameemailactive_flagrole_idcreatedmodified
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Combine Pipedrive with other data sources

Your business runs on more than one app, and your analytics should too. With Filament, Pipedrive lives side-by-side with sales, finance, and customer tools. Bring it all together in one intelligent workspace and finally see the full picture.

attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support
attio
hubspot
intercom
raisely
salesforce-connector
stripe
xero
facebook-ads
google-ads
ga4
gsc
campaign-monitor
customerio
instagram-business
linkedin-ad-analytics
mailchimp
snapchat-ads
tiktok-ads
twitter-ads
airtable
google_sheets
mysql
postgres
quickbooks
shopify
woocommerce
amplitude
asana
eventbrite
freshdesk
github
jira
klaviyo
mixpanel
notion
segment
slack
trello
zendesk-support

Your Pipedrive data gets even more powerful when combined with other tools:

Pipedrive
Google Ads

Pipedrive + Google Ads

Connect Pipedrive deals with Google Ads campaigns to see which keywords and ad groups generate the most valuable sales opportunities. Build a kpi dashboard tracking cost per closed deal, win rates by campaign, and revenue attribution across your search and display advertising.

Pipedrive
HubSpot

Pipedrive + HubSpot

Connect Pipedrive sales data with HubSpot marketing automation to analyze how email campaigns, landing pages, and lead scores correlate with deal progression. Track which marketing touches influence win rates and identify the content that moves prospects through your pipeline fastest.

Pipedrive
Xero

Pipedrive + Xero

Connect Pipedrive deal forecasts with Xero accounting data to compare projected revenue against actual invoices and payments. Analyze forecast accuracy, identify revenue recognition gaps, and understand cash flow timing relative to your sales pipeline.

Benefits of Filament's Pipedrive Integration

Ask in plain English

Start with a question like 'How did MRR trend last year?' and you'll get an instant dashboard from across your apps. No configuration, no code.

chatMRR

No setup

Filament is like Looker Studio or PowerBI, but it will set itself up. It understands your data, and automatically connects the dots.

easy setup

Gets smarter over time

Filament remembers your context and preferences, so you spend less time explaining and answers that align with your goals.

memories

How it works

Step 1: Connect your Pipedrive account

Connect your Pipedrive account to Filament and get instant access to your data. No technical setup required.

Step 2: Ask questions about your Pipedrive data

Start asking questions like "Which campaigns drive the most qualified leads?"

Step 3: Build Pipedrive dashboards in minutes

Get tailored insights instantly and share them with your team.

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Better business decisions with AI Analytics

How to get more from your data

Most teams only scratch the surface of what's possible with their data. Reports get buried in dashboards, exports pile up in spreadsheets, and critical insights never reach decision-makers. Filament changes that.

With Filament, your data is analyzed by an AI data analyst that understands plain English. Instead of struggling with complex BI tools or waiting for reports, you can instantly ask questions about revenue, marketing performance, customer engagement, or retention, and get clear answers in seconds.

Because Filament connects data across marketing, product, CRM, and finance systems, it helps you answer the bigger questions that traditional dashboards can't:

  • Which campaigns and channels actually drive revenue growth?
  • How does user engagement translate into pipeline or sales performance?
  • Where are we losing efficiency between acquisition, retention, and finance?

By combining AI-powered reporting, conversational dashboards, and cross-platform integration, Filament helps you move beyond surface-level metrics and uncover the insights that drive smarter, faster business decisions.

Enterprise-grade security

Complete data isolation, data encryption at rest and in-transit, and secure, accredited cloud providers keep your organisation's data protected. We never use your data for AI training or share it with third parties.

Learn more about security

Pipedrive integration FAQ

Everything you need to know about connecting Pipedrive with Filament and getting the most out of your data.