Set up an OAuth 2.0 connection to Pipedrive

Pipedrive is a customer relationship management (CRM) software application that helps businesses manage their sales processes. It is designed to be user-friendly and intuitive, with features such as lead and deal tracking, activity scheduling, and reporting. Pipedrive allows businesses to automate their sales processes, collaborate with team members, and track their progress towards sales goals. It integrates with a wide range of other applications, including email marketing, project management, and accounting software, making it a versatile tool for businesses of all sizes.

Set up a connection

This video demonstrates creating a Pipedrive connection.

After you start the connection, configure it in the Create connection panel and complete all of the required * authentication settings: 

Setting	Instructions
Name your connection *	Enter a clear and distinguishable name. Throughout integrator.io imports and exports, you will have the option to choose this new connection. A unique identifier will prove helpful later when selecting it from a list of the connections in your account.
Subdomain *	Enter your Pipedrive subdomain. For example, if https://na3.pripedrive.com"is the URL then na3is your subdomain.
Auth type *	Select OAuth 2.0 as the authentication type for this connection (the token option is described separately).
OAuth 2.0 client *	To add an OAuth 2.0 client and configure your credentials, click the plus (+) button. Click the edit ( ) button to modify a selected OAuth 2.0 client. For more information, see Create an OAuth 2.0 iClient resource. How to retrieve client ID and client secret

Tip: This connector documentation describes only the settings shown for the Simple view. For the corresponding HTTP settings, see token auth universal connector documentation.

How to retrieve client ID and client secret

1. Sign in to your Pipedrive developer account.
2. Navigate to Developers Hub > Create an app.
3. Fill in the necessary details.
4. In Callback URL, copy and paste the URL mentioned below depending on your instance:
   • For intergrator.io: paste https://integrator.io/connection/oauth2callback
5. Click Save.
6. The Client ID and Client Secret are displayed once you save your app details.

Additional references

• Pipedrive API guide
• Supported Pipedrive APIs