Pipedrive - mAItion

Use the Pipedrive Connector to ingest CRM records from Pipedrive into the mAItion knowledge base.

What It Does

fetches deals, notes, persons, organizations, activities, products, projects, leads, tasks, and mail threads from Pipedrive
converts each record to Markdown for indexing
supports per-entity filters to narrow ingestion scope
runs ingestion on configurable schedules

Required Environment Variables

Set these in .env.rag:

PIPEDRIVE1_API_TOKEN: Pipedrive API token (find it under Settings → Personal preferences → API)
PIPEDRIVE1_SCHEDULES: ingestion interval in seconds (default: 3600)

`config.yaml` Example

sources:
  - type: "pipedrive"
    name: "pipedrive1"
    enabled: true  # optional, default: true
    config:
      api_token: "${PIPEDRIVE1_API_TOKEN}"
      # Optional: which object types to load (default: all)
      load_types:
        - activities
        - deals
        - notes
        - organizations
        - persons
        - products
        - projects
        - leads
        - tasks
        - mails
      max_items: 500            # optional, per-entity limit (default: unlimited)
      max_retries: 3            # optional, retry attempts on failure (default: 3)
      schedules: "${PIPEDRIVE1_SCHEDULES}"

`.env.rag` Example

PIPEDRIVE1_API_TOKEN=your-api-token-here
PIPEDRIVE1_SCHEDULES=3600

Configuration Reference

Field	Required	Default	Description
`enabled`	no	`true`	Set to `false` to skip this source entirely
`api_token`	yes	—	Pipedrive API token
`load_types`	no	all 10 types	List of entity types to ingest. Valid values: `activities`, `deals`, `notes`, `organizations`, `persons`, `products`, `projects`, `leads`, `tasks`, `mails`
`max_items`	no	unlimited	Maximum number of records to fetch per entity type
`max_retries`	no	`3`	Number of retry attempts on API failure
`filter_mail_folders`	no	`[inbox]`	Mail folders to include. Example: `[inbox, sent]`
`filter_activities_updated_since`	no	—	ISO date string; only fetch activities updated after this date
`filter_deals_updated_since`	no	—	ISO date string; only fetch deals updated after this date
`filter_deals_stages_ids`	no	—	List of Pipedrive stage IDs to restrict deal ingestion
`filter_activities_filter_id`	no	—	Pipedrive saved filter ID for activities
`filter_deals_filter_id`	no	—	Pipedrive saved filter ID for deals
`filter_organizations_filter_id`	no	—	Pipedrive saved filter ID for organizations
`filter_persons_filter_id`	no	—	Pipedrive saved filter ID for persons
`filter_products_filter_id`	no	—	Pipedrive saved filter ID for products
`filter_projects_filter_id`	no	—	Pipedrive saved filter ID for projects
`filter_leads_filter_id`	no	—	Pipedrive saved filter ID for leads
`schedules`	no	`3600`	Ingestion interval in seconds

Multiple Pipedrive Sources

Add more sources entries (pipedrive2, pipedrive3, etc.) with separate env vars per source:

sources:
  - type: "pipedrive"
    name: "pipedrive1"
    config:
      api_token: "${PIPEDRIVE1_API_TOKEN}"
      schedules: "${PIPEDRIVE1_SCHEDULES}"

  - type: "pipedrive"
    name: "pipedrive2"
    config:
      api_token: "${PIPEDRIVE2_API_TOKEN}"
      schedules: "${PIPEDRIVE2_SCHEDULES}"

PIPEDRIVE1_API_TOKEN=your-first-api-token
PIPEDRIVE1_SCHEDULES=3600

PIPEDRIVE2_API_TOKEN=your-second-api-token
PIPEDRIVE2_SCHEDULES=7200