Create Pipedrive-Connected Business Apps in AppSheet

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CData Connect Server


Use CData Connect Server to connect to Pipedrive from AppSheet and build custom business apps using live Pipedrive data.

AppSheet provides a no-code development platform for application software, which allows users to create mobile, tablet, and web applications. When paired with CData Connect Server, you get instant access to Pipedrive data for business applications. This article shows how to create a virtual database for Pipedrive in Connect Server and build a simple app from Pipedrive data in AppSheet.

CData Connect Server provides a pure SQL Server interface for Pipedrive, allowing you to easily build reports from live Pipedrive data in AppSheet — without replicating the data to a natively supported database. As you build visualizations, AppSheet generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Server pushes all supported SQL operations (filters, JOINs, etc) directly to Pipedrive, leveraging server-side processing to quickly return the requested Pipedrive data.

Create a Virtual SQL Server Database for Pipedrive Data

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Login to Connect Server and click Connections.
  2. Select "Pipedrive" from Available Data Sources.
  3. Enter the necessary authentication properties to connect to Pipedrive.
  4. Click Save Changes
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to Pipedrive data from AppSheet.

Connect to Pipedrive in AppSheet

The steps below outline connecting to CData Connect Server from AppSheet to create a new Pipedrive data source.

  1. Log into AppSheet.
  2. Click the letter icon in the top-right corner, then select Account Settings.
  3. Click the Sources tab and click + New Data Source. Then, select Cloud Database.
  4. Set the connection information to the following:
    • Type: SQLServer
    • Server: the endpoint for your instance, including port, for example, CONNECT_SERVER_URL,3306
    • Database: the virtual database, for example, Pipedrive1
    • Username: a Connect Server user with permissions for the database
    • Password: the password for the above Connect Server user
    • SSL: Require SSL
  5. Click Test. Then, click Authorize Access.

Create an App

Once you create the data source for Pipedrive, you can start building apps on Pipedrive data.

  1. Start by clicking + Create -> App -> Start with existing data.
  2. Name the app and select an appropriate category, based on your data. Then, click Choose your data.
  3. Select the newly created data source (e.g., Pipedrive1).
  4. Select the table or view with the data you want.

At this point, you can configure the design of your app, selecting which columns from the selected table to display, use as labels, and more. Preview the app in the preview panel and then publish or share it when ready.

To get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your applications, try the CData Connect Server.