b1d9e2b84c
* Refactor get SF user and create event * Add new Salesforce options * Pass app options to CrmService * Add record enum * Add creating new lead and contact under an account * Handle if the contact already exists but not connected to account * Create a lead if an account doesn't exist * Merge fix * Refactor - add generateCreateRecordBody * Type fix * Clean up * Add getAppOptions to other CRM services * Type fixes * Fix typo * feat: Salesforce round robin skip - choose which entity to search on (#17038) * Add option to search which entity for the owner * Add logic to search entity for skipping RR assignment * Type fixes * Disable license * Skip license check in component * Revert license changes --------- Co-authored-by: Udit Takkar <53316345+Udit-takkar@users.noreply.github.com>
Pipedrive Integration via Revert
Obtaining Pipedrive Client ID and Secret
- Open Pipedrive Developers Corner and sign in to your account, or create a new one
- Go to Settings > (company name) Developer Hub
- Create a Pipedrive app, using the steps mentioned here
- You can skip this step and use the default revert Pipedrive app
- Set
https://app.revert.dev/oauth-callback/pipedriveas a callback url for your app - Get your client_id and client_secret:
- Go to the "OAuth & access scopes" tab of your app
- Copy your client_id and client_secret
Obtaining Revert API keys
- Create an account on Revert if you don't already have one. (https://app.revert.dev/sign-up)
- Login to your revert dashboard (https://app.revert.dev/sign-in) and click on
Customize your apps-Pipedrive - Enter the
client_idandclient_secretyou copied in the previous step - Enter the
client_idandclient_secretpreviously copied toSettings > Admin > Apps > CRM > Pipedriveby clicking theEditbutton on the app settings.