Proje: Okul Platform · Hub: Okul Platform — Domain
Pipedrive Entegrasyonu
Lead ve okul verileri Pipedrive CRM’e senkronize edilir.
Lead → Pipedrive Alanları
| Lead Alanı | Pipedrive Karşılığı |
|---|---|
org_id | Organization ID |
deal_id | Deal ID |
person_id | Person ID |
pipeline_id | Pipeline ID |
stage_id | Stage ID |
approved_status_id | Onay durumu (default: Config::OFFER_APPROVED_STATUS_LEAD_ID = 88) |
approved_type | LeadApprovedType (scholarship/early-registration/pending-scholarship/offer) |
transferred_from | Transfer kaynağı |
Pipeline’lar
Config’de 3 pipeline var:
- Pipeline 1: Stages →
Config::PIPELINE_1_STAGE_KEY - Pipeline 2: Stages →
Config::PIPELINE_2_STAGE_KEY - Pipeline 3: Stages →
Config::PIPELINE_3_STAGE_KEY
Config::LEAD_PIPELINE_YENI_KULLANICI_ID = 1
Config::LEAD_PIPELINE_YONLENDIRILDI_TAKIP_ID = 2
Config::LEAD_PIPELINE_DIGER_ID = 3PipedriveNote Model
B2B portal’da okul temsilcileri Pipedrive notları görebilir/yazabilir.
GET/POST/PUT/DELETE /customer/notes
Günlük Rapor
Config::PIPEDRIVE_DAILY_REPORT_FILTER_IDS_TYPE_KEY = 'pipedrive_daily_report_filter_ids'
Çağrı Merkezi → Pipedrive
Sonitel üzerinden gelen aramalar Pipedrive’a da yansıyor:
SchoolInboundCallLog + Lead üzerinde deal_id set edilir.
Related
- api-lead-stages — Stage ID’leri ve Pipedrive aşamaları
- api-config-system — Pipeline config key’leri