Pipedrive Users and Owners
This article describes working with Pipedrive users and owners in LightLead.
Loading users
A deal's owner is determined by the owner_id field. LightLead matches owner_id to the user's name via the users API. When the owner changes in Pipedrive, the data is updated on the next sync.
Matching users
LightLead matches CRM users with internal identifiers. This provides:
Uniqueness: each user is identified by ID, not by name
Stability: matching is preserved when a user is renamed
Historical accuracy: data on old assignments is preserved even after the owner changes
Use in reports
Users and owners are used in reports for:
Grouping: analyzing performance by manager
Filtering: filtering data by owner
Comparison: comparing performance across managers
KPIs: calculating key manager performance indicators
User attributes
| Attribute | Description |
|---|---|
| ID | Unique user identifier |
| Name | User's display name |
| User's email (if available) | |
| Role | User's role in the CRM |
| Status | Active/inactive |
Deactivated users
If a user is deactivated in the CRM:
Historical data on their deals is preserved
In new reports, the owner field will show the old user
Filtering by a deactivated user is available for historical data