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PipedriveProRevised in 5.0+

This guide assumes you have a Pipedrive account already.

​Compatibility

Uses OAuth flow on v1 of the REST API.

​Endpoints

Maps data to the following endpoints:

  • Leads
  • Deals
  • Persons
  • Organizations
  • Notes

Does your project require something else?   Learn more

​Fields

Maps data to the following field types:

  • Standard
  • Custom

​Duplicate Check & Update

  • Duplicate detection on Persons email address (and updating contact info if matches).

​Setup Instructions

1

​Prepare your site's end for Integration

  • Go to the Integrations section in Freeform Settings (Freeform → Integrations).
  • Find Pipedrive in the list of service providers.
  • Copy the URL in the OAuth 2.0 Return URI field to your clipboard.
  • Leave this page open.
2

​Create & get API Key from Pipedrive

  • Open a new tab and visit the Pipedrive Developer Hub site.
    • If you don't already have a developer account, create one here. Otherwise, login.
  • Click on the Create an App button at the top right and choose Create Private App.
  • In the Basic Info page, enter a unique app name and paste the Freeform OAuth URL in the Callback URL field.
  • In the OAuth & Access Scopes page, enable the following:
    • Deals
      • Full Access
    • Contacts
      • Full Access
    • Leads
      • Full Access
    • Search for all data
    • The Installation URL field can be left blank.
  • Copy the value in the Client ID setting.
  • Copy the value in the Client Secret setting.
  • Save the new app.
3

​Install the App on Production Pipedrive Account

If you wish to work with your app in Sandbox/Dev mode, you can skip this step for now.

  • Inside of the Pipedrive Developer Hub site, click on your newly created app and click the Change to Live button at the top right corner.

    In order for this to work, the site (and its callback URL) you are connecting the integration to will need to be publicly accessible.

  • Visit your regular Pipedrive account.
  • In the Marketplace area, install your new app.
4

​Prepare the Connection

  • Flip back to the Freeform CP browser tab.
  • Enter Pipedrive credentials in the next 2 fields:
    • Paste the Pipedrive Client ID value into the Client ID field in Freeform.
    • Paste the Pipedrive Client Secret value into the Client Secret field in Freeform.
5

​Additional Configuration

Additional configuration instructions (if applicable) are provided below:

If you plan to use the Leads endpoint, the following settings are available:

  • User ID (optional)
    • Specify which user ID the leads go into.

Pipedrive doesn't provide a clear visual way to view IDs in the UI, so you'll need to retrieve them from URLs. For example, you can right-click a user's name and copy the link to find the ID within the URL.

6

​Finish the Integration

  • Click the Save button.
  • After the integration is saved, you will see an Authorize button appear.
  • Click the Authorize button.
    • A popup will load the Pipedrive OAuth page to allow permissions.
      • If not currently logged in, fill in your credentials.
      • Click Allow & Install when asked for permissions.
    • The popup will then close and you're be back at the Integration page.
  • If authorized successfully, you'll see a green Authorized status at the top beside the integration name.
7

​Configure the Form

To use this integration on your form(s), you'll need to configure each form individually.

  • Visit the form inside the form builder.
  • Click on the Integrations tab.
  • Click on Pipedrive in the list of available integrations.
  • On the right side of the page:
    • Enable the integration.
    • Select the API endpoints you wish to map to.
    • Map Freeform fields to the Pipedrive fields as needed.

Please note that if you set this up initially on a development environment, you will need to update your callback URL and reauthorize the connection on your production environment. However, your settings and field mappings will remain intact.

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