« tlly.dev

Templates · Pipedrive pipeline tracker

Pipedrive open pipeline and deals won, week by week

Open pipeline, deal count and deals won per week from Pipedrive, after the preview shows the fields. Win rate and cycle length aren't computed.

Works with: Pipedrive, HubSpot

Build this dashboard freeNo card needed. A few minutes to the first dashboard, including creating the read-only key.

A live example

A public sample dashboard. The numbers are sample data that tlly updates on a schedule. Updated 41 minutes ago. Open it full size →

What's on the dashboard

Connecting Pipedrive

  1. In Pipedrive open your profile → Personal preferences → API.
  2. Copy your personal API token.

Pipedrive tokens act as the user they belong to and can't be limited to reading. Create a separate user with a read-only (view) permission set and use that user's token. More on Pipedrive →

Connecting HubSpot

  1. In HubSpot open Development → Keys → Service keys and click Create service key. New accounts show “Legacy apps aren't available on this account” under Private apps; a service key is the path that works there (service key docs).
  2. Name it “tlly”. Click Add new scope and add only read scopes: crm.objects.deals.read and crm.objects.contacts.read (add crm.objects.companies.read if you chart companies). Click Update, then Create.
  3. Open the key, click Show, then Copy. Jobs send it as Authorization: Bearer.
  4. Older accounts that still have private apps: Settings → Integrations → Private apps (or Development → Legacy apps), create an app named “tlly” with the same read scopes, and copy its access token (private app docs).

Pick only scopes ending in .read; the key then can't change records. More on HubSpot →

Set it up in one sentence

Paste this into the tlly chat after signing up, or give it to Claude, Cursor or any assistant connected to tlly:

Using tlly, chart open pipeline value, deal count and deals won per week from Pipedrive (use the PIPEDRIVE_TOKEN secret), after a preview shows the fields. Alert me when open pipeline drops under the line I set.
Start freeAll templates →

Related templates