README

Pipedrive2 integration based on new integration framework. You can find it in plugins section under Pipedrive 2 icon.

It use OAuth 2.0 authorization.

Pipedrive integration sync persons and companies.

Installation

By composer

composer require webmecanik/mautic-pipedrive-bundle

Manually from GitHub

https://github.com/webmecanik/mautic-pipedrive-bundle

Setup

1. Create unlisted app in Tools and Apps > Marketplace manager

1. Set Callback URL from URL from plugin settings

1. Set these OAuth & Access scopes

Sync options

Plugins use several sync options and you can manage it under the features tab of plugin settings.

Sync owners

Owners are synced in both directions. You need to create the same owner on both sides and all owners are matched by email address.

Delete contact's on both sides

If you enable this option, the contact will be deleted on the other side as well.

Sync contact's company assignment to integration/from integration

Enable sync of contact's company relationship.

Disable push/pull

Disable push or pull data from integration.

Sync activities

Pipedrive integration is able to sync person activities.

Enable activity sync and choose activity events to sync in plugin settings

Then create in Pipedrive > Settings > Company Settings > Activities all activity events selected in the plugin settings. All activity types are matched by activity name (event name).

The event names:

• campaign.event
• segment_membership
• campaign_membership
• lead.source.created
• lead.source.identified
• dynamic.content.sent
• email.sent
• email.read
• email.replied
• email.failed
• campaign.event.scheduled
• page.videohit
• form.submitted
• lead.imported
• integration_sync_issues
• message.queue
• lead.donotcontact
• owner.changed
• point.gained
• asset.download
• stage.changed
• lead.utmtagsadded
• sms_reply
• sms.sent
• page.hit

Commands

Run sync every 20 minutes

php bin/console mautic:integrations:sync Pipedrive2 --start-datetime="-20 minutes"

First time sync for data from last year

php bin/console mautic:integrations:sync Pipedrive2 -f --start-datetime="-1 year"

Requirements

• The Company merge mautic/mautic#11748