Update Deal with Pipedrive API on Link Clicked from Mailchimp API

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Link Clicked from the Mailchimp API

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Update Deal with the Pipedrive API

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Getting Started#

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

Select this integration
Configure the Link Clicked trigger
1. Connect your Mailchimp account
2. Configure timer
3. Select a Campaign ID
4. Select a Campaign Link
5. Configure Unique Clicks Only?
Configure the Update Deal action
1. Connect your Pipedrive account
2. Select a Deal ID
3. Optional- Configure Title
4. Optional- Select a User ID
5. Optional- Select a Person ID
6. Optional- Select a Organization ID
7. Optional- Select a Pipeline ID
8. Optional- Select a Stage ID
9. Optional- Configure Value
10. Optional- Configure Currency
11. Optional- Select a Status
12. Optional- Configure Probability
13. Optional- Configure Lost Reason
14. Optional- Select a Visible To
15. Optional- Configure Note
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#

Link Clicked on Mailchimp

Description:Emit new event when a recipient clicks a pre-specified link in an specific campaign.

Version:0.0.2

Key:mailchimp-link-clicked

View on GitHub

Mailchimp Overview#

The Mailchimp API taps into the heart of your email marketing efforts, allowing you to manage subscribers, campaigns, and reports. With the API, you can automate tasks like syncing subscriber lists, segmenting contacts based on behavior, and personalizing email content to match user profiles. It's a powerful tool for marketers looking to fine-tune their email strategy and maximize engagement.

Trigger Code#

import common from "../common/timer-based.mjs";

export default {
  ...common,
  key: "mailchimp-link-clicked",
  name: "Link Clicked",
  description: "Emit new event when a recipient clicks a pre-specified link in an specific campaign.",
  version: "0.0.2",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    campaignId: {
      propDefinition: [
        common.props.mailchimp,
        "campaignId",
      ],
      description: "The unique ID of the campaign you'd like to watch for new clicks on links",
    },
    linkId: {
      propDefinition: [
        common.props.mailchimp,
        "linkId",
        (c) => ({
          campaignId: c.campaignId,
        }),
      ],
    },
    uniqueClicksOnly: {
      type: "boolean",
      label: "Unique Clicks Only?",
      description: "Whether to count every link click or only count clicks coming from each user only once",
      default: false,
    },
  },
  hooks: {
    async deploy() {
      // Emits sample events on the first run during deploy.
      return this.emitReportSampleEvents(this.campaignId, this.linkId, (Date.now()));
    },
  },
  methods: {
    ...common.methods,
    getEventTypes() {
      return [
        "clicks",
      ];
    },
    generateMeta({
      eventPayload,
      diff: clickDiff,
      timestamp: ts,
    }) {
      const { id: linkId } = eventPayload;
      return {
        id: `${linkId}-${ts}`,
        summary: `${clickDiff} new clicks`,
        ts,
      };
    },
    getCachedCampaignDetails() {
      return this.getDbServiceVariable("recipientClicks");
    },
    async getCampaignDetails() {
      return this.mailchimp.getCampaignClickDetailsForLink(
        this.campaignId,
        this.linkId,
      );
    },
    getNodataErrorMessage() {
      return "No data found for specified campaign and link.";
    },
    getCurrentCampaignDetails(report) {
      return this.uniqueClicksOnly
        ? report.unique_clicks
        : report.total_clicks;
    },
    getDetailsDiff(currentRecipientClicks, recipientClicks) {
      return currentRecipientClicks - recipientClicks;
    },
    cacheCampaignDetails(currentRecipientClicks) {
      if (isNaN(currentRecipientClicks)) {
        if (this.uniqueClicksOnly) {
          this.setDbServiceVariable("recipientClicks", currentRecipientClicks.unique_clicks);
        } else {
          this.setDbServiceVariable("recipientClicks", currentRecipientClicks.total_clicks);
        }
      } else {
        this.setDbServiceVariable("recipientClicks", currentRecipientClicks);
      }
    },
    clearCampaignDetailsCache() {
      this.setDbServiceVariable("recipientClicks", 0);
    },
  },
  async run() {
    return this.emitReportEvents();
  },
};

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
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Mailchimp	`mailchimp`	`app`	This component uses the Mailchimp app.
	`timer`	`$.interface.timer`
Campaign ID	`campaignId`	`string`	Select a value from the drop down menu.
Campaign Link	`linkId`	`string`	Select a value from the drop down menu.
Unique Clicks Only?	`uniqueClicksOnly`	`boolean`	Whether to count every link click or only count clicks coming from each user only once

Trigger Authentication#

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

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

About Mailchimp#

Mailchimp is a marketing automation and email marketing platform.

Action#

Update Deal on Pipedrive

Description:Updates the properties of a deal. See the Pipedrive API docs for Deals [here](https://developers.pipedrive.com/docs/api/v1/Deals#updateDeal)

Version:0.1.18

Key:pipedrive-update-deal

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.

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import pipedriveApp from "../../pipedrive.app.mjs";

export default {
  key: "pipedrive-update-deal",
  name: "Update Deal",
  description: "Updates the properties of a deal. See the Pipedrive API docs for Deals [here](https://developers.pipedrive.com/docs/api/v1/Deals#updateDeal)",
  version: "0.1.18",
  annotations: {
    destructiveHint: true,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    pipedriveApp,
    dealId: {
      propDefinition: [
        pipedriveApp,
        "dealId",
      ],
      optional: false,
      description: "ID of the deal",
    },
    title: {
      propDefinition: [
        pipedriveApp,
        "dealTitle",
      ],
      optional: true,
    },
    ownerId: {
      propDefinition: [
        pipedriveApp,
        "userId",
      ],
    },
    personId: {
      propDefinition: [
        pipedriveApp,
        "personId",
      ],
    },
    orgId: {
      propDefinition: [
        pipedriveApp,
        "organizationId",
      ],
    },
    pipelineId: {
      propDefinition: [
        pipedriveApp,
        "pipelineId",
      ],
      optional: true,
    },
    stageId: {
      propDefinition: [
        pipedriveApp,
        "stageId",
      ],
    },
    value: {
      propDefinition: [
        pipedriveApp,
        "dealValue",
      ],
    },
    currency: {
      propDefinition: [
        pipedriveApp,
        "dealCurrency",
      ],
    },
    status: {
      propDefinition: [
        pipedriveApp,
        "status",
      ],
    },
    probability: {
      propDefinition: [
        pipedriveApp,
        "probability",
      ],
    },
    lostReason: {
      propDefinition: [
        pipedriveApp,
        "lostReason",
      ],
    },
    visibleTo: {
      propDefinition: [
        pipedriveApp,
        "visibleTo",
      ],
    },
    note: {
      type: "string",
      label: "Note",
      description: "A note to add to the deal",
      optional: true,
    },
  },
  async run({ $ }) {
    try {
      const resp = await this.pipedriveApp.updateDeal({
        dealId: this.dealId,
        title: this.title,
        owner_id: this.ownerId,
        person_id: this.personId,
        org_id: this.orgId,
        pipeline_id: this.pipelineId,
        stage_id: this.stageId,
        value: this.value,
        currency: this.currency,
        status: this.status,
        probability: this.probability,
        lost_reason: this.lostReason,
        visible_to: this.visibleTo,
      });

      if (this.note) {
        await this.pipedriveApp.addNote({
          content: this.note,
          deal_id: this.dealId,
        });
      }

      $.export("$summary", "Successfully updated deal");

      return resp;

    } catch ({ error }) {
      throw new ConfigurationError(error);
    }
  },
};

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
Pipedrive	`pipedriveApp`	`app`	This component uses the Pipedrive app.
Deal ID	`dealId`	`string`	Select a value from the drop down menu.
Title	`title`	`string`	Deal title
User ID	`ownerId`	`integer`	Select a value from the drop down menu.
Person ID	`personId`	`integer`	Select a value from the drop down menu.
Organization ID	`orgId`	`integer`	Select a value from the drop down menu.
Pipeline ID	`pipelineId`	`integer`	Select a value from the drop down menu.
Stage ID	`stageId`	`integer`	Select a value from the drop down menu.
Value	`value`	`string`	Value of the deal. If omitted, value will be set to 0.
Currency	`currency`	`string`	Currency of the deal. Accepts a 3-character currency code. If omitted, currency will be set to the default currency of the authorized user.
Status	`status`	`string`	Select a value from the drop down menu:`openwonlostdeleted`
Probability	`probability`	`integer`	Deal success probability percentage. Used/shown only when `deal_probability` for the pipeline of the deal is enabled.
Lost Reason	`lostReason`	`string`	Optional message about why the deal was lost (to be used when status=lost)
Visible To	`visibleTo`	`integer`	Select a value from the drop down menu:`{ "label": "Owner & followers (private)", "value": 1 }{ "label": "Entire company (shared)", "value": 3 }`
Note	`note`	`string`	A note to add to the deal

Action 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:

Update Deal with Pipedrive API on Link Clicked from Mailchimp API

Pipedream makes it easy to connect APIs for Pipedrive, Mailchimp and 2,900+ other apps remarkably fast.

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

Developers ♥ Pipedream

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