Show Pipedrive contact details in Dixa.

Name: Opens the contact in Pipedrive.
Phone: Supports Click-to-call in the desktop app.
Company: Opens the Company in Dixa.

Notes:

  • Search is done by contact email
  • Displaying of deals is not supported, as deals do not have an email address.
  • Inbound conversations are supported.

Installation:

  1. Go to Settings
  2. Click Integrations.
  3. Click Configure Custom Card
  4. Click Add custom card.
  5. Enter
    Title: Contact Information.
    Hook url: https://api.pipedrive.com/v1/persons/find?term={{a_email}}&start=0&search_by_email=1&api_token=[your pipedrive api token]
     Authorization header: Leave blank
  6. Enter the code below under Template Content:
  7. {% if data != null %}
    <center>
    <IMG SRC="https://upload.wikimedia.org/wikipedia/commons/thumb/5/5d/Pipedrive_Logo.svg/1280px-Pipedrive_Logo.svg.png" HEIGHT="50">
      </center>
    <table>
      <h6 class="item-label">
      <tr><td><b>Name:</b><td><a href="https://[your domain].pipedrive.com/person/{{ data[0].id }}" target="_blank">{{ data[0].name }}</a><br></td></tr>
      <tr><td><b>Email:</b><td>{{ data[0].email }}<br></td></tr>
      <tr><td><b>Phone:</b><td><a href="tel:{{ data[0].phone }}">{{ data[0].phone }}</a></td></tr>
      <tr><td><b>Company:</b></td><td><a href="https://[your domain].pipedrive.com/organization/{{ data[0].org_id }}" target="_blank">{{ data[0].org_name }}</a><br></td></tr>
      </table>
    {% else %}
    <b>Contact not found in Pipedrive</b>
    {% endif %}
    </h6>
  8. Change [your domain] in two locations for the links to open in Pipedrive.