Pipedrive

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What’s Supported

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Supported Actions

This connector supports:

• Read Actions including full historic backfill. Please note that incremental read is not supported, a full read of the Pipedrive instance will be done for each scheduled read.
• Write Actions
• Proxy Actions, using the base URL https://api.pipedrive.com.

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Supported Objects

The Pipedrive connector support reading from the following objects:

• Activities
• Activity Fields
• Activity Types
• Call Logs
• Currencies
• Deals
• Deal Fields
• Files
• Filters
• Leads
• Lead Labels
• Lead Sources
• LegacyTeams
• Notes
• Note Fields
• Organizations
• Organization Fields
• Organization Relationships
• Permission Sets
• Persons
• Person Fields
• Pipelines
• Products
• Product Fields
• Projects
• Project Templates
• Recents
• Roles
• Stages
• Tasks
• Users
• User Connections
• User Settings
• Webhooks

The Pipedrive connector support writing to the following objects:

• Activities
• Activity Types
• Call Logs
• Channels
• Currencies
• Deals
• Deal Fields
• Files
• Filters
• Leads
• Lead Labels
• legacy Teams
• Notes
• Organizations
• Organization Fields
• Organization Relationship
• Person
• Person Fields
• Pipelines
• Products
• Product Fields
• Projects
• Roles
• Stages
• Tasks
• Users
• Webhooks

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Example Integration

For an example manifest file of a Pipedrive integration, visit our samples repo on Github.

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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. Click Save Changes.