How to Use a Microsoft Access Database to Update Pipedrive Data in Real Time



Update Pipedrive data by creating a linked table in Microsoft Access with the CData Pipedrive ODBC Driver.

CData ODBC drivers connect your data to any database management tool that supports Open Database Connectivity (ODBC). This includes many of the most popular productivity tools, adding new capabilities for document sharing and collaboration. Using the CData ODBC driver for Pipedrive, you can update live Pipedrive data in Microsoft Access; for example, you can make updates that can be immediately seen by other users.

Connect to Pipedrive as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

Create a Linked Table to Deals Data

Follow the steps below to create a linked table, which enables you to access live Deals data.

  1. On the External Data tab in Access, click ODBC Database.
  2. Select the option to link to the data source. A linked table will enable you to read from and write data to the Deals table.
  3. Select the CData Pipedrive data source from the Machine Data Source tab.

  4. Select the Deals table. For more information on this table, see the "Data Model" chapter in the help documentation.
  5. Double-click the linked table to make edits. The linked table will always have up-to-date data and any changes will be reflected back to the underlying table.

Ready to get started?

Download a free trial of the Pipedrive ODBC Driver to get started:

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Pipedrive Icon Pipedrive ODBC Driver

The Pipedrive ODBC Driver is a powerful tool that allows you to connect with live data from Pipedrive, directly from any applications that support ODBC connectivity.

Access Pipedrive data like you would a database - read, write, and update Pipedrive 0, etc. through a standard ODBC Driver interface.