pipedrive-mappy-deal-extension

A Google chrome extension for connecting Gmail to your Pipedrive account. Automatically connect email conversations to a specific deal in Pipedrive from directly within your compose window in Gmail.

Setup

1. Grab your personal pipedrive API token by logging into your pipedrive account > Settings > API
2. Enable the extension
3. Navigate to your google mail
4. Click on the pipedrive icon in the upper right corner of the google mail website
5. Paste in your personal pipedrive API token into the field and click save.
6. Now you will be able to search pipedrive for any deals/companies/people and attach the associated email address to your email.

Instructions

1. Make sure the setup steps are all completed.
2. Create an email message to send, that should be associated with a person/deal/company on pipedrive.
3. Using the pipedrive toolbar that appears inside the new message frame (toolbar above the send button) search for pipedrive information to associate with this email.
4. After list is generated, click on item in list. The email associated with that email is added to the bcc field of email.
5. add more emails, or click close icon to exit popup modal.

Author

Mihir Amin

License

The MIT License (MIT) Copyright (c) 2016

Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.