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Sample Business Scenario for PipelineDeals

You can use the PipelineDeals connector to manage the following key use cases in a business scenario:

The following diagram illustrates the steps you need to follow in each of these use cases and the external applications (Zoho CRM, MailChimp, Google Calendar, Wunderlist, Dropbox, Mandrill and Billomat) you could integrate with along the way using the relevant ESB connectors.

Assumption

E-mail addresses of People/Contacts/Clients in APIs such as PipelineDeals, Zoho CRM and Billomat are considered as key parameters which will be used to integrate with each other. 

Environment Setup to Run the PipelineDeals Scenarios

  • Follow the instructions given in the developer guide of the above connectors, and enable the ESB axis configurations accordingly.
  • If required, add the corresponding website security certificates to the ESB for these connectors. 
  • Add the following sequences and templates in the common directory (<PIPELINEDEALS_CONNECTOR_HOME>/pipelinedeals-integrated-scenarios/src/common), to the ESB that are listed below:
    • sequences - faultHandlerSeq.xml
      removeResponseHeaders.xml 

    • templates - responseHandlerTemplate.xml
      getCustomFieldIdByName.xml
      getDealSourceIdByName.xml
      getDealStageIdByName.xml

  • Each scenario folder consists of sub-folders named "Case-xxx". Before executing each case, be sure to read the corresponding use case for that using the links at the top of this page.