This article was written before Simplesat developed an improved contact sync.
You can import and sync Pipedrive contacts through Zapier and the Simplesat API.
The integration works by using Pipedrive filters as a trigger to create or update Simplesat customers.
Creating Pipedrive filters
First, create your filters for People in Pipedrive. You'll probably want to create a condition based on Organization data. For example, Customer or Active status.
Create one filter for when People become active, and another filter for when they become inactive.
Creating Zaps
Next, you're going to want to create two zaps. One for adding/updating customers who enter the active filter, and the other for the inactive filter.
Zap #1
Choose the Pipedrive trigger "Person Matching Filter in Pipedrive"
For the action, choose Webhooks by Zapier, then Custom Request
Use POST for the Method.
Use this endpoint for the URL: https://api.simplesat.io/api/customers/create-or-update/
For the Data, use this code:
{
"email": "{{email}}",
"name": "{{name}}",
"custom_attributes": {
"Company_Status": "Active"
}
}You'll need to replace email and name with the fields from the Pipedrive trigger.
For the headers:
X-Simplesat-Token - API_KEY
Content-Type - application/json
Zap #2
The second zap will be the same as the first, except it uses the inactive filter from Pipedrive, and changes the status to Inactive in Simplesat. To save time, you can duplicate the first one you create and change the necessary fields.
Here's the code you'll use to create or update inactive customers in Simplesat:
{
"email": "{{email}}",
"name": "{{name}}",
"custom_attributes": {
"Company_Status": "Inactive"
}
}
If you have any questions or need assistance with this, please let us know and we'll be happy to help!