mb-pipedrive-integration 1.2.1

Multiburo Pipedrive integration for Django applications

Multiburo Pipedrive Integration

A Django-compatible Python package for seamless Pipedrive CRM integration.

Features

• 🏷️ Flexible tagging system for person classification
• 🛡️ Robust error handling with custom exceptions
• 📊 Comprehensive logging for debugging and monitoring
• 🧪 Thoroughly tested with 95%+ test coverage

Installation

For Production

pip install mb-pipedrive-integration

Local Development

git clone <repository-url>
cd mb-pipedrive-integration
uv sync --extra dev
uv run pre-commit install

Quick Start

1. Configure Settings

Django Settings

# settings.py
PIPEDRIVE_COMPANY_DOMAIN = "your-company"
PIPEDRIVE_API_TOKEN = "your-api-token"
PIPEDRIVE_DEFAULT_PIPELINE_ID = "1"
PIPEDRIVE_DEFAULT_STAGE_ID = "1"
PIPEDRIVE_CUSTOM_FIELDS = {
    "folder_number": "custom_field_hash_1",
    "folder_id": "custom_field_hash_2",
}

Environment Variables

export PIPEDRIVE_COMPANY_DOMAIN="your-company"
export PIPEDRIVE_API_TOKEN="your-api-token"

2. Basic Usage

from mb_pipedrive_integration import PipedriveService, DealData, PersonData

# Initialize service
service = PipedriveService()

# Create a person
person = service.create_person(
    name="John Doe",
    email="[e-mail]",
    tags=["Multiexpediente"]
)

# Create a deal
deal_data = DealData(
    title="Apartment Rental",
    folder_number=12345,
    folder_id="abc-123",
    tenant=PersonData(name="John Doe", email="[e-mail]", tags=["INQUILINO"])
)

deal = service.create_deal(deal_data)

3. Django Integration with Celery

# tasks.py
from celery import shared_task
from mb_pipedrive_integration import PipedriveService, DealData
from .adapters import FolderToPipedriveAdapter

@shared_task
def sync_folder_with_pipedrive(folder_id: str):
    folder = Folder.objects.get(id=folder_id)
    deal_data = FolderToPipedriveAdapter.to_deal_data(folder)
    
    service = PipedriveService()
    result = service.create_deal(deal_data)
    
    if result:
        folder.metadata['pipedrive_deal_id'] = result['id']
        folder.save()

Role Mapping

The package automatically maps roles to Pipedrive tags:

Role	Pipedrive Tag
tenant	INQUILINO
advisor	ASESOR INMOBILIARIO
landlord	PROPIETARIO

Error Handling

from mb_pipedrive_integration.exceptions import (
    PipedriveAPIError,
    PipedriveNetworkError,
    PipedriveConfigError
)

try:
    person = service.create_person("John Doe")
except PipedriveAPIError as e:
    print(f"API Error: {e.status_code} - {e}")
except PipedriveNetworkError as e:
    print(f"Network Error: {e} (retried {e.retry_count} times)")
except PipedriveConfigError as e:
    print(f"Configuration Error: {e}")

Development

Running Tests

# All tests
uv run pytest

# With coverage
uv run pytest --cov=mb_pipedrive_integration --cov-report=term-missing

# Integration tests (requires real API credentials)
uv run pytest tests/test_integration.py --integration

Code Quality

# Run all pre-commit hooks
uv run pre-commit run --all-files

# Individual tools
uv run black .
uv run flake8
uv run mypy mb_pipedrive_integration/

Contributing

1. Fork the repository
2. Create a feature branch
3. Make your changes
4. Add tests for new functionality
5. Ensure all tests pass
6. Run pre-commit hooks
7. Submit a pull request

License

MIT License

Copyright © 2025 Multiburó

See the LICENSE file for details.

Support

For questions or issues, please open an issue on GitHub.