Skip to content

feat: Pipedrive CRM integration (#64)#76

Merged
Empreiteiro merged 1 commit intomainfrom
feature/pipedrive-integration
Mar 18, 2026
Merged

feat: Pipedrive CRM integration (#64)#76
Empreiteiro merged 1 commit intomainfrom
feature/pipedrive-integration

Conversation

@Empreiteiro
Copy link
Copy Markdown
Owner

Summary

  • Add Pipedrive CRM as a new data source with 12 tables (persons, organizations, deals, activities, products, deal_products, pipelines, stages, leads, notes + 2 derived timeline tables)
  • 6 pre-configured report templates: Sales Pipeline, Sales Performance, Activity Tracking, Lead & Contact Analysis, Product Performance, Forecast
  • Backend: ask_pipedrive.py Q&A script + pipedrive_router.py for connection testing and discovery
  • Frontend: PipedriveSourceForm.tsx with test connection, resource discovery, and i18n (EN/PT/ES)

Test plan

  • Test connection with valid Pipedrive API token
  • Verify resource discovery shows correct counts
  • Create source and ask a question about deals
  • npm run typecheck passes

Closes #64

🤖 Generated with Claude Code

@Empreiteiro Empreiteiro force-pushed the feature/pipedrive-integration branch from 48ecc8f to a8b1bf1 Compare March 18, 2026 21:42
…ates

Closes #64

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
@Empreiteiro Empreiteiro force-pushed the feature/pipedrive-integration branch from a8b1bf1 to ea9d47d Compare March 18, 2026 21:54
@Empreiteiro Empreiteiro merged commit 54d8315 into main Mar 18, 2026
0 of 2 checks passed
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

feat: Pipedrive CRM integration with fixed schema and report templates

1 participant