Rapidly Develop Pipeline CRM-Driven Apps with Active Query Builder

Write standard .NET to expose Pipeline CRM data through an SQL interface: Active Query Builder helps developers write SQL interfaces; the CData ODBC Driver for Pipeline CRM enables standards-based access to Pipeline CRM. This integration uses the Microsoft ADO.NET Provider for ODBC as a bridge between the ODBC Driver and the Active Query Builder objects to build a visual SQL composer.

Connect to Pipeline CRM 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.

Start by setting the Profile connection property to the location of the Pipeline CRM Profile on disk (e.g. C:\profiles\Pipeline.apip). Next, set the ProfileSettings connection property to the connection string for Pipeline CRM (see below).

Pipeline CRM API Profile Settings

Retrieve your API Key via Account Settings > Pipeline API > Enable API Access > New API Key, and generate an APP Key at https://app.pipelinecrm.com/admin/modern/api by creating a new Integration.

Use SQL to Interact with Pipeline CRM

Follow the steps below to create a WinForms visual query builder.

1. Open Active Query Builder for .NET WinForms.
2. In the new Windows Forms project go to the "File" menu and click "Connect..."
3. Under Database Connections, click "Add..."
4. Set your desired Connection Name (e.g. CData Pipeline CRM), set Connection Type to "ODBC" and locate your previously configured DSN in the "User/System" DSN dropdown.
5. Click "OK" to save the new connection.
6. Back in the Database Connection wizard, select the newly created connection and click "OK."
7. Click "File" > "New Query" to create a QueryBuilder

You can now build queries visually: Double-click a table in the Columns Pane Area and an entity/relationship diagram is displayed in the Query Building Area. Columns that you select in the diagram are added to the query.