Create Lead with Agiliron API on New Deal Update (Instant) from Pipedrive API

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New Deal Update (Instant) from the Pipedrive API

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Create Lead with the Agiliron API

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Getting Started#

This integration creates a workflow with a Pipedrive trigger and Agiliron action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Deal Update (Instant) trigger
1. Connect your Pipedrive account
Configure the Create Lead action
1. Connect your Agiliron account
2. Configure Last Name
3. Configure Company
4. Optional- Select a Salutation
5. Optional- Configure First Name
6. Optional- Configure Designation
7. Optional- Configure Phone
8. Optional- Configure Mobile
9. Optional- Configure Fax
10. Optional- Configure Email
11. Optional- Configure Website
12. Optional- Select a Industry
13. Optional- Configure SIC Code
14. Optional- Configure Annual Revenue
15. Optional- Configure Number of Employees
16. Optional- Select a Contact Type
17. Optional- Select a Lead Source
18. Optional- Select a Lead Status
19. Optional- Select a Rating
20. Optional- Select a Email Opt Out
21. Optional- Configure Yahoo ID
22. Optional- Configure Street
23. Optional- Configure City
24. Optional- Configure State
25. Optional- Configure Zip
26. Optional- Configure Country
27. Optional- Configure Description
28. Optional- Select a Assigned To
29. Optional- Select a Assigned Group Name
30. Optional- Configure Custom Fields
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

New Deal Update (Instant) on Pipedrive

Description:Emit new event when a deal is updated.

Version:0.0.5

Key:pipedrive-updated-deal-instant

View on GitHub

Pipedrive Overview#

Pipedrive API on Pipedream allows you to create powerful sales automation and data management workflows. With access to Pipedrive's CRM capabilities, you can automate deal updates, contact management, and sales reporting. Whether you're syncing customer information across platforms or triggering actions based on deal stages, Pipedream makes these integrations seamless.

Trigger Code#

import common from "../common/base.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "pipedrive-updated-deal-instant",
  name: "New Deal Update (Instant)",
  description: "Emit new event when a deal is updated.",
  version: "0.0.5",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getExtraData() {
      return {
        event_action: "change",
        event_object: "deal",
      };
    },
    getSummary(body) {
      return `Deal successfully updated: ${body.data.id}`;
    },
  },
  sampleEmit,
};

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
Pipedrive	`pipedrive`	`app`	This component uses the Pipedrive app.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.

Trigger Authentication#

Pipedrive uses OAuth authentication. When you connect your Pipedrive account, Pipedream will open a popup window where you can sign into Pipedrive and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Pipedrive API.

Pipedream requests the following authorization scopes when you connect your account:

About Pipedrive#

Pipedrive is the easy-to-use, #1 user-rated CRM tool. Get more qualified leads and grow your business with Pipedrive's sales CRM.

Action#

Create Lead on Agiliron

Description:Establishes a new lead within Agiliron. [See the documentation](https://api.agiliron.com/docs/add-lead-1)

Version:0.0.1

Key:agiliron-create-lead

View on GitHub

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import agiliron from "../../agiliron.app.mjs";
import constants from "../../common/constants.mjs";
import { parseObject } from "../../common/utils.mjs";

export default {
  key: "agiliron-create-lead",
  name: "Create Lead",
  description: "Establishes a new lead within Agiliron. [See the documentation](https://api.agiliron.com/docs/add-lead-1)",
  version: "0.0.1",
  type: "action",
  props: {
    agiliron,
    lastname: {
      propDefinition: [
        agiliron,
        "lastname",
      ],
    },
    company: {
      type: "string",
      label: "Company",
      description: "The company of the lead",
    },
    salutation: {
      propDefinition: [
        agiliron,
        "salutation",
      ],
      optional: true,
    },
    firstName: {
      propDefinition: [
        agiliron,
        "firstName",
      ],
      optional: true,
    },
    designation: {
      type: "string",
      label: "Designation",
      description: "The designation of the lead",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "The phone number of the lead",
      optional: true,
    },
    mobile: {
      propDefinition: [
        agiliron,
        "mobile",
      ],
      optional: true,
    },
    fax: {
      propDefinition: [
        agiliron,
        "fax",
      ],
      optional: true,
    },
    email: {
      propDefinition: [
        agiliron,
        "email",
      ],
      optional: true,
    },
    website: {
      type: "string",
      label: "Website",
      description: "The website of the lead. Without http:// or https://",
      optional: true,
    },
    industry: {
      type: "string",
      label: "Industry",
      description: "The industry of the lead",
      options: constants.INDUSTRY_OPTIONS,
      optional: true,
    },
    sicCode: {
      type: "string",
      label: "SIC Code",
      description: "The SIC code of the lead",
      optional: true,
    },
    annualRevenue: {
      type: "string",
      label: "Annual Revenue",
      description: "The annual revenue of the lead. **(US Dollar : $)**",
      optional: true,
    },
    numberOfEmployees: {
      type: "string",
      label: "Number of Employees",
      description: "The number of employees of the lead",
      optional: true,
    },
    contactType: {
      propDefinition: [
        agiliron,
        "contactType",
      ],
      optional: true,
    },
    leadSource: {
      propDefinition: [
        agiliron,
        "leadSource",
      ],
      optional: true,
    },
    leadStatus: {
      type: "string",
      label: "Lead Status",
      description: "The lead status of the lead",
      options: constants.LEAD_STATUS_OPTIONS,
      optional: true,
    },
    rating: {
      type: "string",
      label: "Rating",
      description: "The rating of the lead",
      options: constants.RATING_OPTIONS,
      optional: true,
    },
    emailOptOut: {
      propDefinition: [
        agiliron,
        "emailOptOut",
      ],
      optional: true,
    },
    yahooId: {
      propDefinition: [
        agiliron,
        "yahooId",
      ],
      optional: true,
    },
    street: {
      type: "string",
      label: "Street",
      description: "The street address of the lead",
      optional: true,
    },
    city: {
      type: "string",
      label: "City",
      description: "The city of the lead",
      optional: true,
    },
    state: {
      type: "string",
      label: "State",
      description: "The state of the lead",
      optional: true,
    },
    zip: {
      type: "string",
      label: "Zip",
      description: "The zip code of the lead",
      optional: true,
    },
    country: {
      type: "string",
      label: "Country",
      description: "The country of the lead",
      optional: true,
    },
    description: {
      propDefinition: [
        agiliron,
        "description",
      ],
      optional: true,
    },
    assignedTo: {
      propDefinition: [
        agiliron,
        "assignedTo",
      ],
      optional: true,
    },
    assignedGroupName: {
      type: "string",
      label: "Assigned Group Name",
      description: "The group to which the contact or lead is assigned",
      options: constants.ASSIGNED_TO_GROUP_OPTIONS,
      optional: true,
    },
    customFields: {
      propDefinition: [
        agiliron,
        "customFields",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    if (this.assignedTo && this.assignedGroupName) {
      throw new ConfigurationError("You must provite either Assigned To or Assigned to Group Name");
    }
    const parsedCustomFields = parseObject(this.customFields);
    const leadCustomFields = parsedCustomFields && Object.keys(parsedCustomFields).map((key) => ({
      Name: key,
      value: parsedCustomFields[key],
    }));

    const lead = {
      Salutation: this.salutation,
      FirstName: this.firstName,
      LastName: this.lastname,
      Company: this.company,
      Designation: this.designation,
      Phone: this.phone,
      Mobile: this.mobile,
      Fax: this.fax,
      Email: this.email,
      Website: this.website,
      Industry: this.industry,
      SICCode: this.sicCode,
      AnnualRevenue: this.annualRevenue,
      NumberOfEmployees: this.numberOfEmployees,
      ContactType: this.contactType,
      LeadSource: this.leadSource,
      LeadStatus: this.leadStatus,
      Rating: this.rating,
      EmailOptOut: this.emailOptOut,
      YahooID: this.yahooId,
      Street: this.street,
      City: this.city,
      State: this.state,
      Zip: this.zip,
      Country: this.country,
      Description: this.description,
      AssignedTo: this.assignedTo,
      AssignedGroupName: this.assignedGroupName,
      DefaultCurrency: "USD",
      LeadCustomFields: {
        CustomField: leadCustomFields,
      },
    };

    const response = await this.agiliron.addLead({
      $,
      data: {
        Leads: {
          Lead: lead,
        },
      },
    });

    $.export("$summary", `Successfully created lead with ID ${response?.MCM?.parameters?.results?.message?.success_message?.lead_id}`);
    return response;
  },
};

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
Agiliron	`agiliron`	`app`	This component uses the Agiliron app.
Last Name	`lastname`	`string`	The last name of the lead.
Company	`company`	`string`	The company of the lead
Salutation	`salutation`	`string`	Select a value from the drop down menu:`--None--Mr.Ms.Mrs.Dr.Prof.`
First Name	`firstName`	`string`	The first name of the lead
Designation	`designation`	`string`	The designation of the lead
Phone	`phone`	`string`	The phone number of the lead
Mobile	`mobile`	`string`	The mobile number of the lead
Fax	`fax`	`string`	The fax number of the lead
Email	`email`	`string`	The email address of the lead
Website	`website`	`string`	The website of the lead. Without http:// or https://
Industry	`industry`	`string`	Select a value from the drop down menu:`--None--ApparelBankingEducationElectronicsFinanceGovernmentHealthcareHospitalityInsuranceRetailTechnologyTelecommunicationsUtilitiesOther`
SIC Code	`sicCode`	`string`	The SIC code of the lead
Annual Revenue	`annualRevenue`	`string`	The annual revenue of the lead. (US Dollar : $)
Number of Employees	`numberOfEmployees`	`string`	The number of employees of the lead
Contact Type	`contactType`	`string`	Select a value from the drop down menu:`--None--AnalystCompetitorCustomerIntegratorInvestorPartnerPressProspectResellerOtherMediaSuppliersCustomers`
Lead Source	`leadSource`	`string`	Select a value from the drop down menu:`--None--Cold CallExisting CustomerSelf GeneratedEmployeePartnerPublic RelationsDirect MailConferenceTrade ShowWeb SiteWord of mouthOther`
Lead Status	`leadStatus`	`string`	Select a value from the drop down menu:`--None--Attempted to ContactColdContact in FutureContactedHotJunk LeadLost LeadNot ContactedPre QualifiedQualifiedWarm`
Rating	`rating`	`string`	Select a value from the drop down menu:`--None--AcquiredActiveMarket FailedProject CancelledShutdown`
Email Opt Out	`emailOptOut`	`string`	Select a value from the drop down menu:`YesNo`
Yahoo ID	`yahooId`	`string`	The Yahoo ID of the lead
Street	`street`	`string`	The street address of the lead
City	`city`	`string`	The city of the lead
State	`state`	`string`	The state of the lead
Zip	`zip`	`string`	The zip code of the lead
Country	`country`	`string`	The country of the lead
Description	`description`	`string`	The description of the lead
Assigned To	`assignedTo`	`string`	Select a value from the drop down menu:`adminposuser`
Assigned Group Name	`assignedGroupName`	`string`	Select a value from the drop down menu:`AdministratorChannel ManagementFinanceFulfillmentManagementMarketingProduct ManagementProductionPurchasingRetail ManagementRetail SalesSalesSales RepsSupportWarehouse Management`
Custom Fields	`customFields`	`object`	An object of custom fields for the lead. Format: {customFieldName01: "Value 01"}

Action Authentication#

Agiliron uses API keys for authentication. When you connect your Agiliron account, Pipedream securely stores the keys so you can easily authenticate to Agiliron APIs in both code and no-code steps.

About Agiliron#

Inventory Management & Multi-Channel Retail POS Software.

More Ways to Connect Agiliron + Pipedrive#

Other Popular Integrations#

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Create Lead with Agiliron API on New Deal Update (Instant) from Pipedrive API

Pipedream makes it easy to connect APIs for Agiliron, Pipedrive and 2,700+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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