Adding Leads to Pipe Drive
This article shows you want you need to do to Add a Lead to Pipe Drive. We advise that you speak to Pipe Drive if you need further help, this should however help you get started with the basics.
Step 1 - LeadByte Remote System Type
You will need to use the Remote System "JSON Post" in LeadByte.
Step 2 - URL
You will need to use:
Replace INSERT with your API Token
Step 3 - Request Body
The request is JSON. When adding a Lead to PipeDrive you need to declare the field key. So, for example, instead of posting to "firstname", you need to post to the firstname key i.e. 9306c72cc3213d52814a797d456283b9a760cd92. See video below on how to get this (its cumbersome!)
"title": "New Lead [leadid]",
The above is an example of posting First Name, Last Name, Email and Phone. They are all custom fields set up against the Add Lead function in Pipe Drive.
"person_id" - If you send a static value (like the example above) you will be updating a lead if that id is found within PD. If want to post a fresh lead, just remove "person_id" row from the body.
Step 4 - Response Handling
For LeadByte to determine that a lead has been successfully added, we rely on a success response. We recommend using the status code 201.
How to create a custom field in Pipe Drive and get the "Field Key"
In this example, it shows you how to add the custom field "Postcode" and then copy the Key for that field. You will need this key to post the data to the field from LeadByte to Pipe Drive.