Lead Finder & Pipedrive Sync

Overview

This project integrates lead-finding capabilities with Pipedrive, allowing users to search for leads based on role and location, then automatically sync them to Pipedrive. It also integrates with Telex, enabling users to trigger lead searches directly from a Telex channel.

Features

• Find leads using a role and location.
• Automatically create and associate leads with a person in Pipedrive.
• Telex integration for command-based lead searches.
• User-configurable API keys for Pipedrive and lead-finding services.

Prerequisites

Before running the application, ensure you have the following installed:

• Python 3.10+
• Flask
• Flask-cors
• Requests
• dotenv

Also ensure you have the following api keys ready

• A Pipedrive API key
• A SERP API key

Setup

1. Clone the Repository

git clone https://github.com/DavidIfebueme/Lead-Finder-and-Pipedrive-Sync
cd Lead-Finder-and-Pipedrive-Sync

2. Create a Virtual Environment

python -m venv venv
source venv/bin/activate  # On Windows use `venv\Scripts\activate`

3. Install Dependencies

pip install -r requirements.txt

4. Set Up Environment Variables

Create a .env file in the root directory and add the following:

PIPEDRIVE_API_KEY=your_pipedrive_api_key
SERP_API_KEY=your_serp_api_key

5. Run the Application

python run.py

The app will be available at http://localhost:5000.

Usage

Telex Integration

1. First add your api keys for serp api and pipedrive in the settings section. A default api key is provided for you for serp api (but if you can, get your own abeg)

2. click on "save settings"

3. To search for leads via Telex, enter a message in the activated channel in the following exact format:

find {role} in {city}

for example

find developers in enugu

The integration will then fetch leads from google and sync them to Pipedrive under a newly created Person entity (named Auto Generated Person) via your provided Pipedrive api.

You can now check the Leads tab in your pipedrive account to see the Leads found from that role and location.

More information about the lead like direct linkedin profile url and more details will be added to the Notes of each lead

More Screenshots

Contributing

Feel free to submit issues or pull requests to improve the project.