Pipedrive Connection

See the Connector Marketplace topic. Please request your administrator to start a trial or subscribe to the Premium Pipedrive connector.

Pipedrive is a customer relationship management tool.

This topic describes how to authenticate to Pipedrive and configure any necessary connection properties in the Pipedrive connection connector.

Connection Configuration #

Each connection property available in the Pipedrive connector is explained below.

Connection Name #

The name of the connection to be created should be provided. This is the name that will display on the list of available connections.

Auth Scheme #

The type of authentication to use when connecting to Pipedrive.

Possible Values

• Basic: Set this to perform Token Based Authentication via the Access Token property.

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  The Access Token is retrieved from the OAuth server as part of the authentication process. It has a server-dependent timeout and can be reused between requests.
  The access token is used in place of your username and password. The access token protects your credentials by keeping them on the server.

• OAuth: Set to this to perform the OAuth 2.0 authentication.

Basic #

If Basic is selected, additional configuration parameter will get listed.

Company Domain #

The company domain used for accessing your Pipedrive account.

API Token #

The API token used for accessing your Pipedrive account.

To know more about locating API token in Pipedrive, click here.

To know more about enabling API usage in Pipedrive, click here.

OAuth #

If OAuth is selected, additional configuration parameters will get listed.

Company Domain #

The company domain used for accessing your Pipedrive account.

Client ID #

The client Id assigned when you register your application with an OAuth authorization server.

Client Secret #

The client secret assigned when you register your application with an OAuth authorization server.

Refresh Token #

The OAuth refresh token for the corresponding OAuth access token.

After entering all the details, click on the TEST button.

If the connection service identification and authentication details are provided correctly, a success message stating “connection available” is generated.

Click on the CREATE button to save the changes.

If the details are incorrect or the server is down, you will get a message “Connection unavailable”.