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The Pipedrive adapter is designed to get a feed of deals from Pipedrive. This component can be customized and adapted to interact with the available Pipedrive APIs according to your workflow needs. This component is easy to get up and running.
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Pipedrive is the CRM we use ourselves and we’ve integrated the hell out of it. Our Pipedrive sales rep tell tells us we use their APIs more than any other customers pipedrive.mp4It’s really powerful getting Feeder interfaces working like this. |
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title | Import +URL component git@bitbucket.org:interfaceware/pipedrive-feed.git |
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git@bitbucket.org:interfaceware/pipedrive-feed.git |
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title | Signup for or use your Pipedrive Developer Sandbox account! |
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For development and testing, make sure you are using your Pipedrive Developer Sandbox, not Production! See Getting ready for your Pipedrive integration |
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title | In Pipedrive Settings / Personal preferences, get your API key |
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We’ll need this API Key to authenticate IguanaX with Pipedrive. |
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title | Put your API key and your domain into the AccessToken and PipedriveDomain fields |
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For us, our domain is ‘interfaceware’ as in interfaceware.pipedrive.com |
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title | Once you have your Deal Feed - the fun begins with feeding data out |
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There is a lot you do once you tap into that tasty Deal data. You can start to trigger actions into Slack based on deal actions. We can pipe the data into a Mirror Database and then drive reporting feeds off it into live Spreadsheets. |
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Next couple of things are supporting custom fields. We’ve done it before - it’s not difficult. |
We’ve done a huge amount of integration of our Pipedrive system with other applications we use like our accounting system Xero and our Email with Iguana 6. It’s pretty exciting taking a fresh look at everything with Iguana X.