CRM Integrator is a project designed for automatically synchronizing leads from three sources: Facebook, Callback24, and Gmail, directly into Pipedrive CRM. This ensures that all incoming leads is processed and recorded in the CRM, providing a centralized solution for managing leads and improving workflow efficiency. The synchronization occurs every hour. The synchronization time can be changed at any moment.
- Features
- Technologies Used
- Requirements
- Installation
- Usage
- Configuration
- Secrets Management
- Database
- Advanced
- Contributing
- License
- Gmail Integration: Retrieves and processes email leads from Gmail, then automatically creates records in Pipedrive via the API.
- Facebook Integration: Retrieves and processes Facebook leads, then automatically creates records in Pipedrive.
- Callback24 Integration: Retrieves and processes Callback24 leads, then automatically creates records in Pipedrive.
- Pipedrive Integration: Centralizes all incoming data so new leads and persons are created seamlessly based on the transformed information from other services.
- Error Handling: Includes robust error handling and logging to ensure data consistency and easier debugging.
- Scalability: Designed to support high-volume data flows from multiple sources without performance degradation.
- Custom Protection Mechanism: Implements a custom protection mechanism to handle potential errors that may occur during lead creation on the Pipedrive side, ensuring data integrity.
- Security: Uses Google Secret Manager to securely store and manage sensitive information.
- Node.js: v18.x
- Firebase: v13.x (firebase-admin), v6.x (firebase-functions)
- TypeScript: v5.x
- Google Secret Manager
This project requires several tools and configurations to run properly. Please ensure you have the following:
- Node.js at least version 14 (see functions/package.json)
- Firebase CLI (refer to firebase.json)
- A valid Firebase project configured (see functions/.firebaserc)
- Google Secret Manager for storing API keys (refer to
getSecret) - Firestore for storing errors and data related to integrations
- Callback24 API key for integrating Callback24 leads
- Proxy for accessing Callback24 API
- Google App Password or Gmail API credentials for accessing Gmail data
- A Facebook Business App for Facebook lead integration
- Pipedrive API key for CRM integration (stored in Google Secret Manager)
- Additional dependencies listed in functions/package.json
Check the installation notes for detailed instructions on how to install and configure the project.
For a Installation guide, please refer to the Installation Guide.
For detailed instructions on how to start or use the project, please refer to the Usage Guide.
To customize the project configuration, please refer to the Configuration Guide. This guide provides detailed instructions on how to configure various aspects of the project, including Callback24, Facebook, Gmail, and Pipedrive integrations.
For detailed information on the structure and usage of secrets stored in Google Secret Manager, please refer to the Secrets Management Guide.
This project uses Firestore as its database to store errors and data related to integrations. For a detailed description of the database structure, please refer to the Database Structure Guide.
For information on potential issues users may encounter during synchronization with Pipedrive, Gmail, and Facebook, please refer to the Advanced Guide.
Contributions are welcome! Please open an issue first to discuss potential changes. Fork the repo, create your feature branch, then submit a pull request.
Distributed under the MIT License. See LICENSE for more information.