Linking Pipeliner as a source
This source is currently in alpha. The interface and available tables may change.
The Pipeliner connector syncs your Pipeliner CRM (Coevera) accounts, contacts, leads, opportunities, activities, and product catalog into the PostHog Data warehouse, so you can analyze your sales pipeline alongside your product data.
Prerequisites
You need administrator access to your Pipeliner team space to create an API application. The API credentials it issues are scoped to that team space.
Adding a data source
- In PostHog, go to the Sources tab of the data pipeline section.
- Click + New source and click Link next to this source.
- Enter your credentials (see Configuration below) and click Next.
- Select the tables you want to sync, choose a sync method and frequency, then click Import.
Once the syncs are complete, you can start querying this data in PostHog.
When linking Pipeliner, you'll need the API access details of an API application:
- Sign in to Pipeliner and open the administration area of your team space.
- Go to Unit, Users & Roles → Applications and create a new application.
- Click Show API Access to reveal the connection details.
From those details, enter:
- Service URL – the regional API host your space is served from, for example
us-east.api.pipelinersales.com. - Space ID – the identifier of your team space.
- API username and API password – the generated API key pair. These are shown only once, so store them safely.
Sync modes
Each table can be synced in one of several modes, depending on what the source supports:
- Webhook (when available) – the source pushes changes to PostHog in real time. Fastest freshness, lowest ongoing cost, and the only mode that reliably captures updates and deletes.
- Incremental – only new or updated rows are synced on each run, using a cursor field (such as an
updated_attimestamp). Cheaper than a full refresh, but deletes aren't captured. - Append only – new rows are appended using a cursor field; existing rows are never updated. Ideal for immutable, append-only tables like event logs.
- Full refresh – the whole table is reloaded on every sync. Use it when a table has no reliable cursor or when you need deletions reflected.
See sync methods for a full explanation of how each mode works and how to choose between them.
Every table supports incremental syncs on the modified timestamp. Note that records deleted in Pipeliner are only removed from PostHog by a full refresh sync.
Configuration
| Option | Type | Required |
|---|---|---|
Service URL | text | Yes |
Space ID | text | Yes |
API username | password | Yes |
API password | password | Yes |
Supported tables
| Table | Description | Sync method | Incremental field | Primary key |
|---|---|---|---|---|
accounts | Companies or organizations tracked in the CRM, including address, industry, and ownership details. | Incremental, Full refresh | modified | — |
appointments | Calendar appointments (meetings), including start/end times, location, and linked CRM records. | Incremental, Full refresh | modified | — |
clients | Users of the Pipeliner team space (sales team members), including their role and sales unit membership. | Incremental, Full refresh | modified | — |
contacts | People who have a relation to an account, including contact details and their primary account link. | Incremental, Full refresh | modified | — |
leads | Potential deals before qualification, with source, ranking, process step, and close details. | Incremental, Full refresh | modified | — |
notes | Free-form notes attached to accounts, contacts, leads, opportunities, projects, or quotes. | Incremental, Full refresh | modified | — |
opportunities | Existing or potential business revenue with a contact or account, moving through pipeline stages. | Incremental, Full refresh | modified | — |
pipelines | Sales pipelines that opportunities move through, each composed of ordered steps. | Incremental, Full refresh | modified | — |
products | Products from the catalog that can be attached to opportunities as line items. | Incremental, Full refresh | modified | — |
steps | Individual stages within a sales pipeline or lead/quote process, with win probability and expected timeframe. | Incremental, Full refresh | modified | — |
tasks | To-do items and logged activities (e.g. tasks, calls), with due dates, priority, and linked CRM records. | Incremental, Full refresh | modified | — |
Troubleshooting
- If you see an authentication error, your API credentials are invalid or have been revoked. Create a new API application in your team space's administration area, then reconnect.
- If you see a permissions error, the API application is missing the access needed to sync this data. Check the application's permissions, then reconnect.
If your sync is failing or data looks wrong, see the Data warehouse troubleshooting guide. If that doesn't help, contact support – we're happy to help.