Chrome extension for Pipedrive (Pipes)

Important notes

This app is an MVP (minimum viable product) and it is free right now, but may require a subscription is a few months. We will inform you if this happens
Before you start working: most of the features are accessed via the extension side panel, in order to open it, right-click on the extension icon and choose "Open side panel"

Installation

You can install the extension from the Chrome Web Store
Click on the extension icon and log into your Pipedrive account

Uninstalling

Uninstall the chrome extension either from the Chrome Web Store or using these instructions
Go to "Tools and apps" > "Marketplace apps", then choose "Chrome extension by Integrized" and click "Uninstall"

View connected account

You can view the connected account by clicking the extension link on the top. Chrome allows to pin extensions for quick access. The "Learn more about this extension" button opens this page.

Choose a theme

The extension supports 3 different themes. Unfold "Settings" in the popup to select it:

Light

Dark

Super dark

View data in a side panel

View and search people

View activities assigned to you

View people and deals from a Gmail thread

View and edit person details by clicking on an item in a list (including custom fields)

View and edit deal details (including custom fields)

Create and edit activities

Create contacts (supports custom fields)

Create deals

See the contacts and deals in the current thread

If you open a side panel and switch between threads, the contacts and deals from that thread will be displayed on the "PAGE" tab:

See who is in your pipedrive contacts

The extension adds icons to the gmail page that show if the contact is present in your pipedrive account or not. Green icon means that a person/deal was found and will open a side panel with that person/deal on click. If there's a yellow icon - a contact was not found, click on the icon to create a contact in the side panel. Note that in case when a contacts gets added or deleted it may take up to 5 minutes for this information to be reflected in the extension. This is caused by the fact that we cache your contacts on our side to speed up the extension and avoid rate limits.

Autocomplete emails

Open the extension side panel and start typing the name of your contact or deal (supported fields: To, Cc, Bcc), available contacts and deals will be displayed in the side panel (on the right). Click on a deal/contact to populate the email into the input:

Some technical stufff

Rate limits

Pipedrive API imposes certain limits on the number of requests that we can execute per unit of time, a more detailed explanation can be found in the Pipedrive documentation. The limits depend on your plan, so if your have a higher plan your experience with our app will be smoother. On our side we also take some actions to speed up the app and mitigate the effects of rate limits. The apps leverages caching, which is explained in more detail in the next paragraph. Also, in case we face a rate limit, the requests will be retried up to 2 times before you see an error. One exception here is the "see who is in your Pipedrive contacts" feature - we will be retrying for ~20 seconds since the number of contacts can be pretty large on some pages.

Caching

We cache some information in order to speed up the app. The cached data expires after 30-300 seconds depending on the feature: a list of contacts for a specific email is cached for a small amount of time, whereas a list of person fields can be cached for up to 5 minutes. The list of contacts/deals which are present in your Pipedrive account can take up to 5 minutes to update as well. The reason for this is the fact that there usually are a lot of emails that we need to process and the app would be really slow if we asked Pipedrive each time we need to check an email. The "Edit" forms and the person/deal pages are not cached, so the information you see there should be up-to-date with the actual Pipedrive state.

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