Pipedrive Connector

Pipedrive Connector

Forbind Pipedrive med Brevo gennem Tajo for at bygge bro mellem din salgspipeline og marketingautomatisering. Synkronisér kontakter, aftaler, organisationer og aktiviteter for at drive livscykluskampagner, der udløses af CRM-stadieændringer.

Oversigt

Funktioner

• Kontaktsynkronisering - Tovejssynkronisering af Pipedrive-personer til Brevo-kontakter
• Sporing af aftalestadier - Udløs Brevo-automatiseringer baseret på ændringer i pipeline-stadier
• Organisationssynkronisering - Kortlæg Pipedrive-organisationer til Brevo-virksomhedsattributter
• Aktivitetssporing - Videresend Pipedrive-aktiviteter (opkald, e-mails, møder) som Brevo-hændelser
• Brugerdefinerede felter - Kortlæg Pipedrive-brugerdefinerede felter til Brevo-kontaktattributter
• Pipeline-rapportering - Træk aftaledata fra pipelinen til marketing-attribution
• Lead-synkronisering - Importér Pipedrive-leads til Brevo til nurture-kampagner
• Webhook-automatisering - Opdateringer i realtid via Pipedrive-webhooks

Forudsætninger

Før du begynder, skal du sikre dig, at du har:

1. En Pipedrive-konto med administratoradgang
2. Dit Pipedrive API-token (findes i Settings > Personal preferences > API)
3. For OAuth-apps: en registreret Pipedrive-app med Client ID og Client Secret
4. En Brevo-konto med API-adgang
5. En Tajo-konto med API-legitimationsoplysninger

Autentifikation

API-token

Den enkleste autentifikationsmetode. Find dit API-token i Pipedrive under Settings > Personal preferences > API.

curl "https://api.pipedrive.com/v1/persons?api_token=YOUR_API_TOKEN"

OAuth 2.0 (anbefalet til apps)

Brug OAuth 2.0 til produktionsapps:

# Authorization URL
https://oauth.pipedrive.com/oauth/authorize?client_id=CLIENT_ID&redirect_uri=REDIRECT_URI

# Token exchange
curl -X POST https://oauth.pipedrive.com/oauth/token \
  -d "grant_type=authorization_code" \
  -d "code=AUTH_CODE" \
  -d "redirect_uri=REDIRECT_URI" \
  -u "CLIENT_ID:CLIENT_SECRET"

Når du har modtaget adgangstokenet:

curl "https://api.pipedrive.com/v1/persons" \
  -H "Authorization: Bearer ACCESS_TOKEN"

Konfiguration

Grundlæggende opsætning

connectors:
  pipedrive:
    enabled: true
    api_token: "your-pipedrive-api-token"
    company_domain: "yourcompany"  # yourcompany.pipedrive.com

    # Data sync options
    sync:
      persons: true
      deals: true
      organizations: true
      activities: true
      leads: true

    # Brevo list assignment
    lists:
      all_contacts: 60
      qualified_leads: 61
      customers: 62
      churned: 63

Mapping af personfelter

Kortlæg Pipedrive-personfelter til Brevo-kontaktattributter:

person_mapping:
  email: email
  name: FULLNAME
  first_name: FIRSTNAME
  last_name: LASTNAME
  phone: SMS
  org_id.name: COMPANY

  # Deal-related computed fields
  won_deals_count: WON_DEALS
  lost_deals_count: LOST_DEALS
  open_deals_count: OPEN_DEALS
  closed_deals_count: CLOSED_DEALS
  total_revenue: LTV

  # Custom fields (use Pipedrive field key)
  custom_fields.lead_source: LEAD_SOURCE
  custom_fields.industry: INDUSTRY
  custom_fields.company_size: COMPANY_SIZE

Mapping af aftalestadier

Kortlæg Pipedrive-pipeline-stadier til Brevo-liste-tildelinger:

deal_stage_mapping:
  # stage_id -> brevo_list_id
  1: 61   # Lead In
  2: 61   # Contact Made
  3: 62   # Proposal Made
  4: 62   # Negotiations Started
  "won": 63   # Won -> Customers list
  "lost": 64   # Lost -> Win-back list

Webhook-konfiguration

webhooks:
  - event_action: "added"
    event_object: "person"
    brevo_event: "contact_created"
  - event_action: "updated"
    event_object: "person"
    brevo_event: "contact_updated"
  - event_action: "added"
    event_object: "deal"
    brevo_event: "deal_created"
  - event_action: "updated"
    event_object: "deal"
    brevo_event: "deal_updated"
  - event_action: "merged"
    event_object: "person"
    brevo_event: "contact_merged"
  - event_action: "added"
    event_object: "activity"
    brevo_event: "activity_logged"

API-endpoints

Kodeeksempler

Initialisér Pipedrive-connector

import { TajoClient } from '@tajo/sdk';

const tajo = new TajoClient({
  apiKey: process.env.TAJO_API_KEY,
  brevoApiKey: process.env.BREVO_API_KEY
});

// Connect Pipedrive account
await tajo.connectors.connect('pipedrive', {
  apiToken: process.env.PIPEDRIVE_API_TOKEN,
  companyDomain: 'yourcompany'
});

Synkronisér personer til Brevo

// Fetch persons from Pipedrive
const response = await fetch(
  `https://api.pipedrive.com/v1/persons?start=0&limit=100&api_token=${API_TOKEN}`
);

const { data, additional_data } = await response.json();
// data: [{ id, name, first_name, last_name, email, phone, org_id, ... }]
// additional_data.pagination: { start, limit, more_items_in_collection }

Spor ændringer i aftalestadier

// Webhook handler for deal updates
app.post('/webhooks/pipedrive', async (req, res) => {
  const { meta, current, previous } = req.body;

  if (meta.object === 'deal' && meta.action === 'updated') {
    // Detect stage change
    if (current.stage_id !== previous.stage_id) {
      await tajo.connectors.handleWebhook('pipedrive', {
        topic: 'deal.stage_changed',
        payload: {
          dealId: current.id,
          dealTitle: current.title,
          previousStage: previous.stage_id,
          newStage: current.stage_id,
          personId: current.person_id,
          value: current.value,
          currency: current.currency
        }
      });
    }
  }

  res.status(200).send('OK');
});

Søg på tværs af Pipedrive

// Global search across persons, deals, and organizations
const query = encodeURIComponent('[email protected]');
const response = await fetch(
  `https://api.pipedrive.com/v1/itemSearch?term=${query}&item_types=person,deal&api_token=${API_TOKEN}`
);

const { data } = await response.json();
// Returns matching persons, deals, and organizations

Rate limits

Yderligere grænser:

Fejlfinding

Bedste praksis

1. Brug OAuth til produktion - Foretræk OAuth 2.0 frem for API-tokens til produktionsapps
2. Spor ændringer i aftalestadier - Brug webhooks til at udløse Brevo-automatiseringer ved overgange mellem pipeline-stadier
3. Kortlæg brugerdefinerede felter - Brug Pipedrive-feltnøgler (ikke navne) for pålidelig feltmapping
4. Håndtér paginering - Brug parametrene start og limit; tjek more_items_in_collection
5. Brug Recents-endpointet - Poll /v1/recents til inkrementelle synkroniseringer i stedet for fulde eksporter
6. Deduplikér før synkronisering - Flet duplikerede personer i Pipedrive, inden du synkroniserer til Brevo
7. Brug sandbox-konti - Opret en udvikler-sandbox-konto til test af integrationer

Sikkerhed

• API-token-autentifikation - Enkel token-baseret adgang til personlig brug
• OAuth 2.0 - Sikker delegeret adgang til tredjepartsapps
• Kun HTTPS - Al API-kommunikation kræver TLS-kryptering
• Webhook-HTTPS - Webhooks leveres kun til HTTPS-endpoints
• Rollebaseret adgang - Pipedrive-tilladelser respekterer brugerroller
• SOC 2-certificeret - Pipedrive opretholder SOC 2-compliance
• GDPR-overholdelse - Understøtter anmodninger om dataeksport og -sletning

Relaterede ressourcer

• Brevo Connector
• Shopify Connector
• Customer Sync Skill
• Brevo Contacts API