Pipedrive

Setup Guide

Follow these steps to connect Pipedrive to your Connect AI account:

1. Open the Connections page of the Connect AI dashboard.

2. Click + Add Connection in the upper-right corner.

3. Type Pipedrive into the search field, then click the data source name.

4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

5. Enter the Company Domain used for accessing your Pipedrive account. This is visible in the URL of your Developer Sandbox account.

6. Enter the Schema to use, API V1 or V2. Note: The V2 API is in a beta phase.

7. Select the Authentication method, then proceed to the relevant section and follow those instructions.

Authentication Methods

Basic

1. Enter the API Token used for accessing your Pipedrive account. To obtain an API Token, do the following:

   1. Open the Pipedrive portal.

   2. At the top right corner of the page, click the account name. Pipedrive displays a drop-down list.

   3. Navigate to Company Settings > Personal Preferences > API > Generate Token.

   4. Record the value of the generated API token.

2. At the top of the Connect AI Add Connection page, click Save & Test.

   • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
   • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
   • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

OAuth

1. Enter the following information:

   • OAuth Client Id—the client Id assigned when you registered your Pipedrive account for OAuth.
   • OAuth Client Secret—the client secret assigned when you registered your Pipedrive account for OAuth.
2. At the top of the Connect AI Add Connection page, click Save & Test.

   • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
   • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
   • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.