Overview

You can create and use your own Pipedrive partner credentials to connect to your customers’ Pipedrive workspaces. To set this up, sign up for a Pipedrive Developer account with access to Marketplace Manager.

The steps below walk you through the full setup process:

Instructions

Step 1: Create a Developer account

1. Go to https://developers.pipedrive.com/ and sign up for a sandbox account.

2. After signing into your sandbox account, click the profile icon in the upper right and click Developer Hub in the resulting list

3. Click + Create an app in the upper right corner

   1. Select Public app or Private app.

   2. On the Basic info step, you will be required by Pipedrive to provide an OAuth Redirect URI. Set this url to https://app.merge.dev/oauth/callback.

   3. On the OAuth & access scopes step, select all the access scopes you require. Here are Pipedrive's docs listing all scopes, their permission explanations, and endpoints they cover

      Scopes	Level
      Deals	Full access
      Activities	Full access
      Contacts	Full access
      Products	Full access
      Read users data
      See recent account activity
      Search for all data
      Administer account
      Leads	Full access
      Goals	Full access
      Projects	Full access

4. At the bottom of the OAuth & access scopes page copy the Client ID and secret.

Step 2: Enter your app's details in the Merge Dashboard

1. Navigate to the Integrations > CRM page in the Merge dashboard

2. Expand the Pipedrive selection and select Set up organization-level credentials

   

3. Populate your credentials:

   1. OAuth Client Id: Your Client ID from the first step

   2. OAuth Client Secret: Your Client secret from the first step

   3. Redirect URI: https://app.merge.dev/oauth/callback

      

4. Click Save