| Method | Best for | Data freshness | Technical effort | |--------|----------|----------------|------------------| | (Power BI Desktop) | Ad-hoc analysis, small to medium datasets | Manual refresh or scheduled via Gateway | Low | | Pipedrive API + Power Query (M) | Custom data models, incremental loads | On-demand or scheduled | Medium | | Third-party connectors (e.g., CData, ZappySys, Windsor.ai) | Automated refresh, pre-built schemas | Real-time to daily | Low to Medium | | Export to CSV/Excel | One-off reports, very small data | Static | Minimal |
let apiToken = "YOUR_API_TOKEN", url = "https://YOUR_COMPANY.pipedrive.com/api/v1/deals?status=won&api_token=" & apiToken, response = Json.Document(Web.Contents(url)), data = response[data], toTable = Table.FromList(data, Splitter.SplitByNothing(), null, null, ExtraValues.Error), expanded = Table.ExpandRecordColumn(toTable, "Column1", "id", "title", "value", "currency", "status", "user_id", "org_id") in expanded pipedrive power bi integration