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

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.

The application requires the following environment variables:

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.

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
)

client = PipedriveOrbit::Client.new

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

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

client.activities

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

client.people_notes

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

⚡ 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

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

This project is under the MIT License.

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