Pipedrive + Orcabase

Find where your Pipedrive deals stall.

Sync Pipedrive through Fivetran and ask where deals get stuck, which activities move them forward and what your pipeline is really worth, in plain words.

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Synced by Fivetran
Syncs every 6 hours
No Fivetran account needed

AgentPipedrive connected

Where do deals stall in our pipeline?

Reading your Pipedrive data…

Deals stall at “proposal sent”: they wait 19 days there on average.

Deals with a follow-up call within 3 days close twice as often.
Half of all lost deals were lost at this stage.
Deals over $10k wait the longest.

Average days in each stage

How I got this· 4 steps

Looked at your Pipedrive deals and stage changes
Measured how long deals sat in each stage
Checked which stages lost the most deals
Compared deals with and without a quick follow-up

Example answer. Numbers are illustrative.

In plain words

How can I see where deals stall in Pipedrive?

Pipedrive shows your pipeline as it is today. Where deals get stuck needs their history. Fivetran copies your deals, every stage change and your activities into a database Orcabase hosts for you.

Ask “how long do deals sit in each stage?” and get the answer with a chart, and what the fast deals do differently.

Ask in plain words

What you can ask about your Pipedrive data

The agent answers with the number, a chart and the steps it took. Keep the good answers on a dashboard.

Meet the data agent

Where do deals stall?
What’s our win rate this quarter?
Which activities lead to won deals?
What’s our open pipeline worth, weighted by stage?
Which deals have had no activity in two weeks?
How long does a deal take from first call to won?
Which sources bring the biggest deals?
Show me deals won and lost by month.

What comes in

Your Pipedrive data, ready to ask about.

A copy in a database Orcabase hosts for you, with its own folder for each app.

Deals and pipelines

Every deal, its value and stage, and every stage change.

People and organizations

Contacts and companies, with your custom fields.

Activities

Calls, meetings, emails and tasks, done and planned.

Users

Who owns each deal, so any number can be split by person.

Numbers worth defining

Define them once. Every answer agrees.

Tell Orcabase what each number means, certify it, and your dashboards, the agent and your whole team use the same one. The agent can draft these from your Pipedrive data.

How metrics work

Win rate
Deals won divided by deals closed.
Weighted pipeline
Open deal values multiplied by their stage’s chance of winning.
Time in stage
Average days a deal spends in each stage.
Activities per won deal
Calls, meetings and emails logged for each won deal.

Dashboards to start with

Your Pipedrive numbers at a glance.

Ask the agent to build one of these, or pin charts yourself. Share any dashboard with a link.

Pipeline

4 charts

Weighted pipeline
Time in stage
Win rate by month
Deals without activity

Activity

3 charts

Activities by person
Activities per won deal
Meetings booked by week

About dashboards

Better together

Ask across Pipedrive and the rest of your business.

The best questions need more than one app. The agent can pull from several sources for one answer.

“Do deals that start with a booked call close faster?”

Pipedrive + Calendly

“How much of last quarter’s won pipeline has been invoiced?”

Pipedrive + QuickBooks

“Which campaigns bring deals worth over $10k?”

Pipedrive + Google Ads

How to connect

Connect Pipedrive, step by step.

1
Find it in Sync data
In Orcabase, go to Sync data → Add source and search for Pipedrive. Pick the database to sync into.
2
Connect Pipedrive on Fivetran’s page
Fivetran’s page asks you to sign in to Pipedrive, or for an API key. Your login goes to Fivetran, never to Orcabase.
3
Choose what to sync
Back in Orcabase, tick the data you want. Only what you pick is synced, and only it counts toward your allowance.
4
Ask away
The first sync starts straight away. When it’s done, ask the agent about your Pipedrive data.

What you’ll need

A Pipedrive login with access to the deals you want to sync.
The Admin role in Orcabase, and data hosting: Fivetran writes into a database Orcabase hosts for you.

At a glance

How it connects: Synced by Fivetran
How fresh: Every 6 hours, as standard.
Where your data lives: A copy in a database Orcabase hosts for you, with its own folder for each app.
Who can set it up: An admin in your organization.
Your login: You sign in on Fivetran’s own page. Orcabase never sees your password or keys.
Cost: Counts toward your monthly sync allowance: 500,000 changed rows a month, as standard.

Sync apps with FivetranStep-by-step, in the docs.

Questions

About Pipedrive and Orcabase

More in the docs: Sync apps with Fivetran

Does it include custom fields?

Yes. Custom fields on deals, people and organizations come along with everything else.

Can Orcabase change deals?

No. Orcabase only reads the synced copy.

Do I need a Fivetran account?

No. Orcabase uses its own. You sign in to Pipedrive on Fivetran’s page, and the data lands in a database Orcabase hosts for you, so there’s nothing else to set up or pay Fivetran for.

How fresh is my Pipedrive data in Orcabase?

Fivetran syncs it every 6 hours as standard, and an admin can run a sync by hand at any time. The page for each source shows when it last synced and when it syncs next.

What does syncing cost?

Counts toward your monthly sync allowance: 500,000 changed rows a month, as standard. Each distinct row that’s added or changed in a month counts once, however often it changes, and the first full copy is free. You choose which tables sync, so you only spend the allowance on what you need.

Keep exploring

More data sources

All data sources

Your Pipedrive data already has the answers.

Connect it, ask your first question, and pin the answers you want to see every week.

Get started All data sources