Pipedrive credentials
You can use these credentials to authenticate the following tools:
- Pipedrive
- Pipedrive Trigger
Supported authentication methods
- API token
- OAuth2
Related resources
Refer to Pipedrive's developer documentation (opens in a new tab) for more information about the service.
Using API token
To configure this credential, you'll need a Pipedrive (opens in a new tab) account and:
- An API Token
To get your API token:
- Open your API Personal Preferences (opens in a new tab).
- Copy Your personal API token and enter it in your nuhello credential.
If you have multiple companies, you'll need to select the correct company first:
- Select your account name and be sure you're viewing the correct company.
- Then select Company Settings.
- Select Personal Preferences.
- Select the API tab.
- Copy Your personal API token and enter it in your nuhello credential.
Refer to How to find the API token (opens in a new tab) for more information.
Using OAuth2
To configure this credential, you'll need a Pipedrive developer sandbox account (opens in a new tab) and:
- A Client ID
- A Client Secret
To get both, you'll need to register a new app:
- Select your profile name in the upper right corner.
- Find the company name of your sandbox account and select Developer Hub.
No Developer Hub: If you don't see Developer Hub in your account dropdown, sign up for a developer sandbox account (opens in a new tab).
- Select Create an app.
- Select Create public app. The app's Basic info tab opens.
- Enter an App name for your app, like
nuhello integration. - Copy the OAuth Redirect URL from nuhello and add it as the app's Callback URL.
- Select Save. The app's OAuth & access scopes tab opens.
- Turn on appropriate Scopes for your app. Refer to Pipedrive tool scopes and Pipedrive Trigger tool scopes below for more guidance.
- Copy the Client ID and enter it in your nuhello credential.
- Copy the Client Secret and enter it in your nuhello credential.
Refer to Registering a public app (opens in a new tab) for more information.
Pipedrive tool scopes
The scopes you add to your app depend on which tool(s) you want to use it for in nuhello and what actions you want to complete with those.
Scopes you may need for the Pipedrive tool:
| Object | tool action | UI scope | Actual scope |
|---|---|---|---|
| Activity | Get data of an activity, Get data of all activities | Activities: Read only or Activities: Full Access | activities:read or activities:full |
| Activity | Create, Delete, Update | Activities: Full Access | activities:full |
| Deal | Get data of a deal, Get data of all deals, Search a deal | Deals: Read only or Deals: Full Access | deals:read or deals:full |
| Deal | Create, Delete, Duplicate, Update | Deals: Full Access | deals:full |
| Deal Activity | Get all activities of a deal | Activities: Read only or Activities: Full Access | activities:read or activities:full |
| Deal Product | Get all products in a deal | Products: Read Only or Products: Full Access | products:read or products:full |
| File | Download, Get data of a file | Refer to note below | Refer to note below |
| File | Create, Delete | Refer to note below | Refer to note below |
| Lead | Get data of a lead, Get data of all leads | Leads: Read only or Leads: Full access | leads:read or leads:full |
| Lead | Create, Delete, Update | Leads: Full access | leads:full |
| Note | Get data of a note, Get data of all notes | Refer to note below | Refer to note below |
| Note | Create, Delete, Update | Refer to note below | Refer to note below |
| Organization | Get data of an organization, Get data of all organizations, Search | Contacts: Read Only or Contacts: Full Access | contacts:read or contacts:full |
| Organization | Create, Delete, Update | Contacts: Full Access | contacts:full |
| Person | Get data of a person, Get data of all persons, Search | Contacts: Read Only or Contacts: Full Access | contacts:read or contacts:full |
| Person | Create, Delete, Update | Contacts: Full Access | contacts:full |
| Product | Get data of all products | Products: Read Only | products:read |
Files and Notes: The scopes for Files and Notes depend on which object they relate to:
- Files relate to Deals, Activities, or Contacts.
- Notes relate to Deals or Contacts.
Refer to those objects' scopes.
The Pipedrive tool also supports Custom API calls. Add relevant scopes for whatever custom API calls you intend to make.
Refer to Scopes and permissions explanations (opens in a new tab) for more information.
Pipedrive Trigger tool scopes
The Pipedrive Trigger tool requires the Webhooks: Full access (webhooks:full) scope.