Pipedrive

objetivo o conector pipedrive permite integrar a plataforma fluid com a api do pipedrive, possibilitando o gerenciamento automatizado de funis, leads, atividades, negócios e muito mais criando um fluxo acesse a aba fluxos na plataforma fluid e clique em criar fluxo escolha o conector pipedrive na etapa de configuração do fluxo criando conexão para autenticar com o pipedrive, você precisa de um token de acesso campos obrigatórios token token de acesso gerado no painel do pipedrive recomendado usar um token de uma conta com permissões administrativas configurando fluxo após selecionar o conector pipedrive, defina o recurso que deseja manipular (ex activities, deals, persons) a operação a ser executada (ex add an activity, get details of a deal) recursos e operações recurso activities add an activity get details of an activity update an activity delete an activity delete multiple activities in bulk get all activities assigned to a particular user get all activities collection recurso activitytypes add new activity type get all activity types delete multiple activity types in bulk update an activity type recurso activityfields get all activity fields recurso deals add a deal get details of a deal update a deal delete a deal delete multiple deals in bulk get all deals search deals add a product to a deal list products attached to a deal update the product attached to a deal delete an attached product from a deal add a discount to a deal update a discount added to a deal delete a discount from a deal add an installment to a deal update an installment added to a deal delete an installment from a deal list installments added to a list of deals merge two deals list participants of a deal add a participant to a deal delete a participant from a deal list followers of a deal add a follower to a deal delete a follower from a deal list updates about a deal list updates about deal field values list updates about participants of a deal list permitted users list activities associated with a deal list files attached to a deal list mail messages associated with a deal list discounts added to a deal get deals summary get archived deals summary get deals timeline get archived deals timeline recurso persons add a person get details of a person update a person delete a person delete multiple persons in bulk get all persons search persons list activities associated with a person list followers of a person add a follower to a person delete a follower from a person list updates about a person list deals associated with a person list products associated with a person recurso organizations add an organization get details of an organization update an organization delete an organization delete multiple organizations in bulk get all organizations search organizations list activities associated with an organization list persons associated with an organization list deals associated with an organization list followers of an organization add a follower to an organization delete a follower from an organization list updates about an organization recurso leads add a lead get details of a lead update a lead delete a lead get all leads search leads list followers of a lead add a follower to a lead delete a follower from a lead recurso notes add a note get details of a note update a note delete a note get all notes list notes associated with a deal list notes associated with a person list notes associated with an organization list notes associated with a lead recurso calllogs add a call log get details of a call log delete a call log get all call logs assigned to a particular user recurso channels add a channel delete a channel delete a conversation receives an incoming message recurso currencies get all supported currencies recurso dealfields add a new deal field get all deal fields get one deal field update a deal field delete a deal field delete multiple deal fields in bulk na prática você pode usar este conector para criar e atualizar atividades obter ou excluir registros (atividades, negócios, pessoas, organizações, leads, notas) gerenciar funil de vendas sincronizar produtos, participantes, seguidores e registros associados disparando o fluxo este conector pode ser usado com qualquer tipo de gatilho da plataforma fluid webhook, agendado, manual ou eventos externos observações adicionais as operações suportam corpo dinâmico para flexibilidade a estrutura de arrays como attendees, participants e followers requer validação json o token usado deve ser mantido seguro e atualizado em caso de revogação conclusão o conector pipedrive é ideal para automatizar processos comerciais e gerenciar atividades, leads, negócios e contatos com precisão, aproveitando o poder da api da ferramenta crm dentro dos fluxos da fluid