How to Integrate Replit with Pipedrive

1// check-pipedrive-secrets.js
2const required = ['PIPEDRIVE_API_TOKEN'];
3for (const key of required) {
4  if (!process.env[key]) {
5    throw new Error(`Missing: ${key}. Add it in Replit Secrets (lock icon 🔒).`);
6  }
7}
8const token = process.env.PIPEDRIVE_API_TOKEN;
9if (token.length !== 40) {
10  console.warn(`Warning: Pipedrive API tokens are typically 40 characters. Got ${token.length}.`);
11}
12console.log('Pipedrive secrets configured.');
13console.log('Token prefix:', token.slice(0, 8) + '...');

1// pipedrive-client.js — Create and manage Pipedrive entities
2const TOKEN = process.env.PIPEDRIVE_API_TOKEN;
3const BASE_URL = 'https://api.pipedrive.com/v1';
4
5async function pipedriveRequest(method, endpoint, body = null, params = {}) {
6  const url = new URL(`${BASE_URL}${endpoint}`);
7  // Optionally use header auth instead: Authorization: Bearer {token}
8  url.searchParams.set('api_token', TOKEN);
9  Object.entries(params).forEach(([k, v]) => url.searchParams.set(k, v));
10
11  const options = {
12    method,
13    headers: { 'Content-Type': 'application/json', 'Accept': 'application/json' }
14  };
15  if (body) options.body = JSON.stringify(body);
16
17  const response = await fetch(url.toString(), options);
18  const data = await response.json();
19
20  if (!data.success) {
21    throw new Error(`Pipedrive error: ${data.error || JSON.stringify(data)}`);
22  }
23  return data.data;
24}
25
26// Create a Person (contact)
27async function createPerson(name, email, phone, orgId = null) {
28  return pipedriveRequest('POST', '/persons', {
29    name,
30    email: [{ value: email, primary: true }],
31    phone: [{ value: phone, primary: true }],
32    org_id: orgId
33  });
34}
35
36// Create an Organization
37async function createOrganization(name, address = '') {
38  return pipedriveRequest('POST', '/organizations', { name, address });
39}
40
41// Create a Deal
42async function createDeal(title, personId, orgId = null, stageId = null, value = null) {
43  return pipedriveRequest('POST', '/deals', {
44    title,
45    person_id: personId,
46    org_id: orgId,
47    stage_id: stageId,   // null = first stage of default pipeline
48    value,               // deal value in account currency
49    currency: 'USD'
50  });
51}
52
53// Add a note to a deal
54async function addNote(dealId, content) {
55  return pipedriveRequest('POST', '/notes', {
56    deal_id: dealId,
57    content
58  });
59}
60
61// Get pipeline stages
62async function getStages(pipelineId = null) {
63  const params = pipelineId ? { pipeline_id: pipelineId } : {};
64  return pipedriveRequest('GET', '/stages', null, params);
65}
66
67// Get deals by stage
68async function getDealsByStage(stageId, status = 'open') {
69  return pipedriveRequest('GET', '/deals', null, {
70    stage_id: stageId,
71    status  // 'open', 'won', 'lost', 'deleted', 'all_not_deleted'
72  });
73}
74
75// Example: create a complete lead
76(async () => {
77  try {
78    // 1. Create the organization
79    const org = await createOrganization('Acme Corp', '123 Main St, New York, NY');
80    console.log('Org created:', org.id, org.name);
81
82    // 2. Create the person
83    const person = await createPerson('Jane Smith', 'jane@acme.com', '+15551234567', org.id);
84    console.log('Person created:', person.id, person.name);
85
86    // 3. Create the deal
87    const deal = await createDeal('Acme Corp — Enterprise License', person.id, org.id, null, 15000);
88    console.log('Deal created:', deal.id, deal.title);
89
90    // 4. Add a note
91    await addNote(deal.id, 'Inbound lead from website contact form. Interested in annual enterprise plan.');
92    console.log('Note added.');
93  } catch (err) {
94    console.error('Error:', err.message);
95  }
96})();
97
98module.exports = { createPerson, createOrganization, createDeal, addNote, getStages, getDealsByStage, pipedriveRequest };

1# pipedrive_client.py — Pipedrive REST API client for Replit
2import os
3import requests
4
5TOKEN = os.environ['PIPEDRIVE_API_TOKEN']
6BASE_URL = 'https://api.pipedrive.com/v1'
7
8def pipedrive_request(method: str, endpoint: str, body: dict = None, params: dict = None) -> dict:
9    """Make an authenticated Pipedrive API request."""
10    url = f'{BASE_URL}{endpoint}'
11    all_params = {'api_token': TOKEN}
12    if params:
13        all_params.update(params)
14
15    response = requests.request(
16        method, url,
17        params=all_params,
18        json=body,
19        headers={'Content-Type': 'application/json'}
20    )
21    response.raise_for_status()
22    data = response.json()
23
24    if not data.get('success'):
25        raise Exception(f'Pipedrive error: {data.get("error", str(data))}')
26
27    return data['data']
28
29def create_person(name: str, email: str, phone: str = None, org_id: int = None) -> dict:
30    """Create a Person in Pipedrive."""
31    payload = {
32        'name': name,
33        'email': [{'value': email, 'primary': True}]
34    }
35    if phone:
36        payload['phone'] = [{'value': phone, 'primary': True}]
37    if org_id:
38        payload['org_id'] = org_id
39    return pipedrive_request('POST', '/persons', payload)
40
41def create_organization(name: str, address: str = None) -> dict:
42    """Create an Organization in Pipedrive."""
43    payload = {'name': name}
44    if address:
45        payload['address'] = address
46    return pipedrive_request('POST', '/organizations', payload)
47
48def create_deal(title: str, person_id: int = None, org_id: int = None,
49                value: float = None, stage_id: int = None) -> dict:
50    """Create a Deal in Pipedrive."""
51    payload = {'title': title, 'currency': 'USD'}
52    if person_id: payload['person_id'] = person_id
53    if org_id: payload['org_id'] = org_id
54    if value is not None: payload['value'] = value
55    if stage_id: payload['stage_id'] = stage_id
56    return pipedrive_request('POST', '/deals', payload)
57
58def add_note(deal_id: int, content: str) -> dict:
59    """Add a note to a deal."""
60    return pipedrive_request('POST', '/notes', {'deal_id': deal_id, 'content': content})
61
62def create_activity(deal_id: int, subject: str, activity_type: str, due_date: str) -> dict:
63    """Create a follow-up activity (call, email, task) linked to a deal."""
64    return pipedrive_request('POST', '/activities', {
65        'deal_id': deal_id,
66        'subject': subject,
67        'type': activity_type,  # 'call', 'email', 'task', 'meeting'
68        'due_date': due_date    # YYYY-MM-DD format
69    })
70
71if __name__ == '__main__':
72    org = create_organization('Acme Corp')
73    print(f'Org: {org["id"]} — {org["name"]}')
74
75    person = create_person('Jane Smith', 'jane@acme.com', '+15551234567', org['id'])
76    print(f'Person: {person["id"]} — {person["name"]}')
77
78    deal = create_deal('Enterprise License', person['id'], org['id'], 15000.0)
79    print(f'Deal: {deal["id"]} — {deal["title"]} (${deal["value"]})')

1// pipedrive-webhook-server.js — Handle Pipedrive webhook events
2const express = require('express');
3const app = express();
4app.use(express.json());
5
6// Add a secret to your webhook URL in Pipedrive:
7// https://yourapp.replit.app/pipedrive/webhook/YOUR_SECRET
8const WEBHOOK_SECRET = process.env.PIPEDRIVE_WEBHOOK_SECRET || 'your-secret-token';
9
10app.post('/pipedrive/webhook/:secret', (req, res) => {
11  if (req.params.secret !== WEBHOOK_SECRET) {
12    return res.status(403).json({ error: 'Unauthorized' });
13  }
14
15  const { event, meta, current, previous } = req.body;
16  const { action, object } = meta || {};
17
18  console.log(`Pipedrive webhook: ${action} ${object}`);
19
20  if (object === 'deal') {
21    if (action === 'added') {
22      console.log('New deal created:', current.id, current.title);
23      console.log('Value:', current.value, current.currency);
24      // TODO: send Slack notification, create invoice, etc.
25
26    } else if (action === 'updated') {
27      // Check if deal was won
28      if (current.status === 'won' && previous?.status !== 'won') {
29        console.log('Deal WON:', current.title, 'Value:', current.value);
30        // TODO: trigger onboarding, notify finance team
31      }
32      // Check if stage changed
33      if (current.stage_id !== previous?.stage_id) {
34        console.log(`Deal stage changed: ${previous?.stage_id} → ${current.stage_id}`);
35        // TODO: create follow-up activity, send email
36      }
37
38    } else if (action === 'deleted') {
39      console.log('Deal deleted:', current.id);
40    }
41
42  } else if (object === 'person') {
43    if (action === 'added') {
44      console.log('New person:', current.name, current.email?.[0]?.value);
45    }
46  } else if (object === 'activity') {
47    if (action === 'updated' && current.done) {
48      console.log('Activity completed:', current.subject, 'Deal:', current.deal_id);
49    }
50  }
51
52  // Always respond 200 quickly
53  res.status(200).json({ received: true });
54});
55
56// Register webhook via API on startup (optional — can also be done manually in Pipedrive UI)
57async function registerWebhook() {
58  const TOKEN = process.env.PIPEDRIVE_API_TOKEN;
59  const baseUrl = process.env.REPLIT_DEPLOYMENT_URL || 'https://yourapp.replit.app';
60  const subscriptionUrl = `${baseUrl}/pipedrive/webhook/${WEBHOOK_SECRET}`;
61
62  const response = await fetch(`https://api.pipedrive.com/v1/webhooks?api_token=${TOKEN}`, {
63    method: 'POST',
64    headers: { 'Content-Type': 'application/json' },
65    body: JSON.stringify({
66      subscription_url: subscriptionUrl,
67      event_action: 'all',
68      event_object: 'deal'
69    })
70  });
71  const data = await response.json();
72  if (data.success) {
73    console.log('Webhook registered, ID:', data.data.id);
74  } else {
75    console.warn('Webhook registration warning:', data.error);
76  }
77}
78
79app.listen(3000, '0.0.0.0', () => {
80  console.log('Pipedrive webhook server running on port 3000');
81  // registerWebhook(); // Uncomment after deploying
82});