Create a deal in Pipedrive when a conversation is closed (archived) in Front

What each client fills in

Nothing. It needs only the accounts it connects to.

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

• Front

  In the client’s Front: Settings → Developers → API tokens → Create API token with the Shared resources namespace and the Read and Write permissions (Write for the contact step, Read for the triggers, which list events).

• 

  In the client’s Pipedrive: your avatar → Personal preferences → API → copy the token.

After you install it

It lands switched off. The client’s checklist holds exactly this:

1. Connect the client’s Front, for “A conversation is closed (archived)”
2. Connect the client’s Pipedrive, for “Create a deal”