Pipedrive
14 min
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.