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docs: add pipedrive documentation#2743

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jsimecek:docs/pipedrive
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docs: add pipedrive documentation#2743
jsimecek wants to merge 1 commit into
apify:masterfrom
jsimecek:docs/pipedrive

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@jsimecek

@jsimecek jsimecek commented Jul 7, 2026

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Add documentation for the upcoming Pipedrive integration.

@jsimecek jsimecek marked this pull request as ready for review July 7, 2026 09:57
@jsimecek jsimecek requested a review from marcel-rbro as a code owner July 7, 2026 09:57
@jsimecek jsimecek changed the title docs: pipedrive docs: add pipedrive documentation Jul 7, 2026

@marcel-rbro marcel-rbro left a comment

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A few line-level suggestions below. The indentation one on the deduplication list is the only blocker (it fails pnpm lint:md); the rest are small active-voice/wording cleanups you can accept inline.

Comment on lines +66 to +68
- **Overwrite existing data**
- **Auto-fill only empty fields**
- **Skip existing records**

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This fails CI (pnpm lint:md, rule MD007/ul-indent). Nested bullets should be indented 2 spaces, not 4. Dropping the indent to 2 fixes it.

Suggested change
- **Overwrite existing data**
- **Auto-fill only empty fields**
- **Skip existing records**
- **Overwrite existing data**
- **Auto-fill only empty fields**
- **Skip existing records**

- **Leads per organization**: how many contacts to find per organization, from 1 to 100.
- **Departments**: which company departments to target.
- **Social media profiles**: which profiles to collect.
- **Deduplication mode**: how existing Pipedrive values are handled. You have to choose one of:

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Two small style tweaks: we favor active voice, so "are handled" becomes "the app handles"; and "You have to choose one of" is more direct as just "Choose one of".

Suggested change
- **Deduplication mode**: how existing Pipedrive values are handled. You have to choose one of:
- **Deduplication mode**: how the app handles existing Pipedrive values. Choose one of:


:::caution Organizations need a website

Contact enrichment starts from an organization's website URL. Organizations without a website are skipped, and the review step lists how many will be skipped.

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Active voice reads cleaner here — make "the app" the subject instead of "are skipped".

Suggested change
Contact enrichment starts from an organization's website URL. Organizations without a website are skipped, and the review step lists how many will be skipped.
Contact enrichment starts from an organization's website URL. The app skips organizations without a website, and the review step lists how many it will skip.

Each run reports its status and a summary of what changed:

- **Statuses**: a run shows as **Processing** while it works, then **Done** or **Failed**.
- **Results summary**: items (contacts + organizations) added, updated, skipped, and failed.

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A + sign looks informal in prose — spell it out as "and".

Suggested change
- **Results summary**: items (contacts + organizations) added, updated, skipped, and failed.
- **Results summary**: items (contacts and organizations) added, updated, skipped, and failed.


## Limitations

- Organizations without a website URL are skipped, because contact enrichment starts from the organization's website.

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Active voice: let "the app" do the skipping.

Suggested change
- Organizations without a website URL are skipped, because contact enrichment starts from the organization's website.
- The app skips organizations without a website URL, because contact enrichment starts from the organization's website.

- Organizations without a website URL are skipped, because contact enrichment starts from the organization's website.
- The number of leads per organization must be between 1 and 100.
- A configuration needs at least one fully configured field mapping before you can save it.
- Enrichment runs asynchronously, so results are written back to Pipedrive only after the run finishes.

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Active voice: "the app writes" instead of "results are written back".

Suggested change
- Enrichment runs asynchronously, so results are written back to Pipedrive only after the run finishes.
- Enrichment runs asynchronously, so the app writes results back to Pipedrive only after the run finishes.

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