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Pipedrive

Setup Guide

Note: You'll need to create a new Pipedrive app if you don't already have one.
You can find your Pipedrive app credentials by visiting your Pipedrive Developer Portal.
You'll need the following information to set up your Pipedrive app with Paragon:
  • Client ID
  • Client Secret

Add the Redirect URL to your Pipedrive app

Paragon provides a redirect URL to send information to your Pipedrive app. To add the redirect URL to your ServiceNow app:
1. Copy the link under "Redirect URL" in your integration settings in Paragon. The Redirect URL is:
https://passport.useparagon.com/oauth
2. Log into your Pipedrive Developer Portal.
3. Navigate to Tools > Marketplace manager and select your application. You can press the green Create new app button if you don't already have one.
4. Under OAuth & Access scopes > Callback URL, paste the Redirect URL provided in Step 1.
Pipedrive provides you with the Client ID and Client Secret needed for the next steps after adding the redirect URL to your project.

Add your Pipedrive app to Paragon

1. Select Pipedrive from the Integrations Catalog.
2. Under Integrations > Connected Integrations > {YOUR_APP} > Settings, fill out your credentials from the end of Step 1 in their respective sections:
  • Client ID:
    • Navigate to Tools > Marketplace manager and select your application.
    • Under OAuth & Access scopes, copy the Client ID.
  • Client Secret:
    • Navigate to Tools > Marketplace manager and select your application.
    • Under OAuth & Access scopes, copy the Client Secret.
Press the blue "Connect" button to save your credentials.
Note: Leaving the Client ID and Client Secret blank will use Paragon development keys.

Connecting to Pipedrive

Once your users have connected their Pipedrive account, you can use the Paragon SDK to access the Pipedrive API on behalf of connected users.
See the Pipedrive REST API documentation for their full API reference.
Any Pipedrive API endpoints can be accessed with the Paragon SDK as shown in this example.
// You can find your project ID in the Overview tab of any Integration
// Authenticate the user
paragon.authenticate(<ProjectId>, <UserToken>);
// Get all persons
await paragon.request("pipedrive", "/persons", {
method: "GET",
});
// Create a person
await paragon.request("pipedrive", "/persons", {
method: "POST",
body: {
"name": "David Bowie",
"email": "[email protected]"
}
});

Building Pipedrive workflows

Once your Pipedrive account is connected, you can add steps to perform the following actions:
  • Create Record
  • Update Record
  • Get Record by ID
  • Get Records
  • Delete Record
When creating or updating records in Pipedrive, you can reference data from previous steps by typing {{ to invoke the variable menu.

Using Pipedrive triggers

In order for Pipedrive's webhook triggers to work successfully, you'll need to enable the "Administer account" scope in your Pipedrive application:
  1. 2.
    Navigate to Tools > Marketplace manager and select your application.
  2. 3.
    Under OAuth & Access scopes, enable Administer account.
Last modified 23h ago