Pipedrive ORM Documentation

This ORM facilitates interaction with Pipedrive's API, specifically for managing CRM. The following documentation outlines the attributes and methods available in the Organization, Person, Deal ans Activity classes.

Entities

Organization

Attributes:

• id (int)
• name (str)
• owner_id (int): The ID of the owner associated with the organization.

Methods:

1. retrieve_by(name: str) -> List[Organization]

   Description: Search organizations in Pipedrive.

   Inputs:

   • name (str): The name of the organization to search for.

2. create(kwargs) -> Organization

   Description: Creates a new organization in Pipedrive.

   Inputs:

   • name (str): The name of the organization. required
   • owner_id (int): The ID of the owner for the organization.

---

Person

Attributes:

• id (int)
• name (str)
• email (str)
• organization_id (int)
• owner_id (int)
• phone (str)
• job_title (str)
• linkedin (str)

Methods:

1. retrieve_by(email: str) -> List[Person]

   Description: Retrieves person from Pipedrive based on the email address provided.

   Inputs:

   • email (str): The email of the person to search for.

2. create(kwargs) -> Person

   Description: Creates a new person in Pipedrive using the provided attributes.

   Inputs:

   • name (str): The name of the person. required
   • org_id (int): The ID of the associated organization.
   • email (str): The email of the person.
   • phone (str): The phone number of the person.
   • owner_id (int): The ID of the owner.
   • job_title (str): The job title of the person.
   • linkedin (str): The LinkedIn profile URL.

---

Deal

Nested Data Classes:

Description: Pipedrive uses numeric ids to describe pipelines, stages, owners and meeting channels. These classes store the respective ids of those attributes

1. Pipeline: Represents different types of pipelines in the system, such as sales, trial, customer success (CS), and marketing.

2. Stage: Defines the various stages within each pipeline, such as lead qualification, negotiation, and deal closure, for marketing, sales, and trial pipelines.

3. Owner: Lists the deal owners, each represented by a specific person responsible for managing the deal.

4. Channel: Represents the different channels through which deals are sourced, including organic and paid channels, such as events, personal networks, and ads platforms.

Attributes:

• id (int)
• title (str)
• org_id (int)
• person_id (int)
• ads_id (str)
• campaign_id (str)
• ad_name (str)
• stage_id (int)
• pipeline_id (int)
• owner_id (int)
• channel (str)

Methods

1. is_meeting_scheduled_or_after (property)

   Description: Meeting Scheduled is a stage in the pipeline. This property differentiates between deals that had meetings and deals that didn't.

   Returns:

   • True if the deal has a meeting scheduled or is in a later stage.
   • False if the deal is in an earlier stage.

2. create(kwargs) -> Deal

   Description: Creates a new deal in Pipedrive.

   Inputs:

   • title (str) required
   • org_id (int)
   • person_id (int)
   • stage_id (int)
   • pipeline_id (int)
   • owner_id (int)
   • channel (str)
   • ads_id (str)
   • campaign_id (str)
   • ad_name (str)

   Returns:

   • A new Deal object if successful.
   • None if required parameters are missing or there’s an error.

3. get_all_deals() -> List[Deal]

   Description: Retrieves all deals from Pipedrive.

   Returns:

   • A list of Deal objects retrieved from Pipedrive.
   • An empty list if no deals are found.

4. update(self, kwargs) -> Deal

   Description: Updates an existing deal in Pipedrive.

   Parameters:

   • title (str)
   • org_id (int)
   • person_id (int)
   • stage_id (int)
   • pipeline_id (int)
   • owner_id (int)
   • channel (str)
   • ads_id (str)
   • campaign_id (str)
   • ad_name (str)

   Returns:

   • An updated Deal object if successful.
   • None if there’s an error during the update.

5. move_in_pipeline(self) -> Deal

   Description: Moves the deal to the next stage in the pipeline, depending on the current progress.

   Returns:

   • An updated Deal object if the deal is moved to the next stage.
   • The current Deal object if it’s already in a stage where a meeting is scheduled or later.

---

Activity

Attributes:

• id (int)
• deal_id (int)
• subject (str): The subject or title of the activity.
• type (str)
• due_date (str): The date the activity is due (format: YYYY-MM-DD).
• due_time (str): The time the activity is due (format: HH:MM).
• duration (str): The duration of the activity minutes (format: MM).
• org_id (int)
• person_id (int)
• note (str)
• done (bool)
• participants_ids (list[int])

Methods

1. create(kwargs) -> Activity

   Description: Creates a new activity in Pipedrive.

   Parameters:

   • deal_id (int): Required
   • subject (str): Required
   • type (str)
   • note (str)
   • due_date (str): The due date of the activity (format: YYYY-MM-DD).
   • due_time (str): The due time of the activity (format: HH:MM).
   • duration (str): The duration in minutes (format MM).
   • participants_ids (list[int])
   • done (bool)

   Returns:

   • A new Activity object if successful.
   • None if required parameters (deal_id and subject) are missing or there’s an error.

2. get_all_activities() -> List[Activity]

   Description: Retrieves all activities from Pipedrive.

   Returns:

   • A list of Activity objects retrieved from Pipedrive.
   • An empty list if no activities are found.

3. update(self, kwargs) -> Activity

   Description: Updates an existing activity in Pipedrive.

   Parameters:

   • deal_id (int)
   • subject (str)
   • type (str)
   • note (str)
   • due_date (str): The due date of the activity (format: YYYY-MM-DD).
   • due_time (str): The due time of the activity (format: HH:MM).
   • duration (str): The duration in minutes (format MM).
   • participants_ids (list[int])
   • done (bool)

   Returns:

   • An updated Activity object if successful.
   • None if there’s an error during the update.