Pipedrive Interactions to Orbit Workspace

Add your Pipedrive CRM interactions into your Orbit workspace with this community-built integration.

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This is a community project. The Orbit team does its best to maintain it and keep it up to date with any recent API changes.

We welcome community contributions to make sure that it stays current.

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First Time Setup

To set up this integration you will need your Pipedrive API key and Pipedrive organization URL. See the below table for instructions on where to find those details.

Application Credentials

The application requires the following environment variables:

Variable	Description	More Info
`PIPEDRIVE_API_KEY`	API key for Pipedrive	Found in `Personal Preferences -> API` in your Pipedrive user settings
`PIPEDRIVE_URL`	Organizational Pipedrive URL	First part of the Pipedrive organization URL, i.e. `https://example-134554.pipedrive.com`
`ORBIT_API_KEY`	API key for Orbit	Found in `Account Settings` in your Orbit workspace
`ORBIT_WORKSPACE_ID`	ID for your Orbit workspace	Last part of the Orbit workspace URL, i.e. `https://app.orbit.love/my-workspace`, the ID is `my-workspace`

Package Usage

Install the package with the following command

$ gem install pipedrive_orbit

Then, run bundle install from your terminal.

You can instantiate a client by either passing in the required credentials during instantiation or by providing them in your .env file.

Instantiation with credentials:

client = PipedriveOrbit::Client.new(
    orbit_api_key: YOUR_API_KEY,
    orbit_workspace_id: YOUR_ORBIT_WORKSPACE_ID,
    pipedrive_api_key: YOUR_PIPEDRIVE_API_KEY,
    pipedrive_url: YOUR_PIPEDRIVE_URL
)

Instantiation with credentials in dotenv file:

client = PipedriveOrbit::Client.new

Fetching Pipedrive Notes

Once, you have an instantiated client, you can fetch Pipedrive deal notes and send them to Orbit by invoking the #notes instance method:

client.notes

Fetching Pipedrive Activities

You can fetch Pipedrive activities and send them to Orbit by invoking the #activities instance method:

client.activities

Fetching Pipedrive Notes on People

You can fetch Pipedrive notes on people and send them to Orbit by invoking the #people_notes instance method:

client.people_notes

CLI Usage

You can also use this package with the included CLI. To use the CLI pass in the required environment variables on the command line before invoking the CLI.

To check for new deal notes:

$ ORBIT_API_KEY=... ORBIT_WORKSPACE_ID=... PIPEDRIVE_API_KEY=... PIPEDRIVE_URL=... bundle exec pipedrive_orbit --check_notes

To check for new activities:

$ ORBIT_API_KEY=... ORBIT_WORKSPACE_ID=... PIPEDRIVE_API_KEY=... PIPEDRIVE_URL=... bundle exec pipedrive_orbit --check_activities

To check for new notes on people:

$ ORBIT_API_KEY=... ORBIT_WORKSPACE_ID=... PIPEDRIVE_API_KEY=... PIPEDRIVE_URL=... bundle exec pipedrive_orbit --check_people_notes

GitHub Actions Automation Setup

⚡ You can set up this integration in a matter of minutes using our GitHub Actions template. It will run regularly to add new activities to your Orbit workspace. All you need is a GitHub account.

See our guide for setting up this automation

Contributing

We 💜 contributions from everyone! Check out the Contributing Guidelines for more information.

License

This project is under the MIT License.

Code of Conduct

This project uses the Contributor Code of Conduct. We ask everyone to please adhere by its guidelines.

pipedrive_orbit

Development

Runtime