Pipedrive

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What’s Supported

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Supported Actions

This connector supports:

• Proxy Actions, using the base URL https://api.pipedrive.com.

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Before You Get Started

To integrate Pipedrive with Ampersand, you will need a Pipedrive Account.

Once your account is created, you’ll need to create an app in Pipedrive, configure the Ampersand redirect URI within the app, and obtain the following credentials from your app:

• OAuth Client ID
• OAuth Client Secret

You will then use these credentials to connect your application to Ampersand.

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Create a Pipedrive Account

Here’s how you can sign up for a Pipedrive account:

• Go to the Pipedrive Sign Up page.
• Sign up using your preferred method.

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Creating a Pipedrive App

Follow the steps below to create a Pipedrive app and add the Ampersand redirect URL.

1. Log in to your Pipedrive account.
2. Go to Developer Hub.
3. Click the Create an app button.
4. Select Create private app.
5. Enter the following app details:
   • App Name: The name of your app.
   • Callback URL: Enter the Ampersand redirect URL: https://api.withampersand.com/callbacks/v1/oauth.
6. In the OAuth and access scopes section, select the relevant scopes for your app.
7. Click Save.

In the **Client ID **section of OAuth and access scopes, you will find the Client ID and Client Secret keys. Note these keys, as they are essential for connecting your app to Ampersand.

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Add Your Pipedrive App Info to Ampersand

1. Log in to your Ampersand Dashboard.

2. Select the project where you want to create a Pipedrive integration.

   

3. Select Provider Apps.

4. Select Pipedrive from the Provider list.

5. Enter the previously obtained Client ID in the Client ID field and Client Secret in the Client Secret field.

6. Enter the scopes set for your application in Pipeline. For details on the scopes, go to the Scopes guide in Zoho CRM documentation.

   

7. Click Save Changes.