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Set up an OAuth 2.0 connection to Pipedrive

Tanisha Ray
Updated

Pipedrive is a sales CRM designed to help teams track leads and deals through a visual pipeline, automate follow-ups, and close more sales efficiently.

Set up a 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.

API version

Select your Pipedrive account API version (v1 or v2).

Subdomain * 

Enter your Pipedrive subdomain. For example, if https://na3.pripedrive.com" is the URL then na3 is 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 (pencil.svg) button to modify a selected OAuth 2.0 client. For more information, see Create an OAuth 2.0 iClient resource.

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Tip

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

How to retrieve the 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, enter the Celigo integrator.io redirect URL.

  5. Click Save.

  6. The Client ID and Client Secret are displayed once you save your app details.

iclient pipedrive.png

Additional references