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Pipedrive#

You can use these credentials to authenticate the following nodes with Pipedrive. - Pipedrive - Pipedrive Trigger

Prerequisites#

Create a Pipedrive account.

Using OAuth#

  1. Create a Developer Sandbox Account.
  2. Open your Pipedrive Dashboard.
  3. Click on your user profile in the top right and select 'Tools and integrations' from the dropdown list.
  4. From the sidebar under the Tools section, select 'Marketplace manager'.
  5. Click on the Create new app button.
  6. Select either 'Yes' or 'No' when asked if you would like to publish your app on the Pipedrive marketplace.
  7. Click on the Next button.
  8. Enter the name of the app in the App name field.
  9. Copy the 'OAuth Callback URL' provided in the 'Pipedrive OAuth2 API' credentials in Workflow².
  10. On the Pipedrive app creation page, scroll down to the OAuth & Access scopes section and paste the URL in the Callback URL field.
  11. Based on your use-case, select the scopes from the Access scopes section.
  12. Scroll up and click on the Save button on the top.
  13. Select your app from the 'Marketplace manager'
  14. Scroll down to OAuth & Access scopes section and copy the Client ID.
  15. Enter the name for your credentials in the Credentials Name field in the 'Pipedrive OAuth2 API' credentials in Workflow².
  16. Paste the client ID in the Client ID field in the 'Pipedrive OAuth2 API' credentials in Workflow².
  17. On the Pipedrive application page, click on the Show button next to Client Secret.
  18. Copy the Client Secret.
  19. Paste the client secret in the Client Secret field in the 'Pipedrive OAuth2 API' credentials in Workflow².
  20. Click on the circle button in the OAuth section to connect a Pipedrive account to Workflow².
  21. Click on the Save button to save your credentials.

The following video demonstrates the steps mentioned above.

Using API Token#

  1. Open your Pipedrive Dashboard.
  2. Click on your user profile in the top right.
  3. Select 'Personal preferences' from the dropdown list.
  4. Click on the API tab.
  5. Click on the Copy button to copy the API Token.
  6. Enter the name for your credentials in the Credentials Name field in the 'Pipedrive API' credentials in Workflow².
  7. Paste the API token in the API Token field in the 'Pipedrive API' credentials in Workflow².
  8. Click on the Create button to save your credentials.

The following video demonstrates the steps mentioned above.