To setup your Pipedrive app in Cobalt for OAuth, you will need the following credentials from your Pipedrive Developer account:

  • Client ID
  • Client Secret
  • Scopes

Pre-requisites

  1. Pipedrive Developer account. You can create one here.

Required Settings

  • Mandatory Scopes
  1. Administer Account
If you haven’t already created an app in Pipedrive, you’d need to create one.

Creating an app in Pipedrive

To create a Pipedrive app and aquire the above mentioned credentials, please follow the steps mentioned below:

  1. Log in to your Pipedrive Developer account.
  2. Click on the Profile icon in the top right and select Developer Hub button.
Navigation for App setup
  1. Click on + Create an App button in the top right and choose Create Private App.
  2. Enter the unique App Name for your application.
  3. Go to your Apps catalog in Cobalt > Search for Pipedrive > Settings > Use your credentials > Callback Url > Copy it. Paste the Callback URL and click on the Save button.
  4. Select the mandatory scopes in the OAuth and access scopes section, as provided in your Cobalt Pipedrive settings page and click on the Save button.
Setting up Pipedrive Developer app
  1. Click on the Change to live button besides Save to change the App status from Draft to Live.
  2. Scroll down in the OAuth and access scopes section and copy the Client ID and Client Secret from the Client ID section.
Getting Credentials

Configuring credentials in Cobalt

App settings page lets you configure the authentication settings for an OAuth 2.0 based application. For your customers to provide you authorization to access their data, they would first need to install your application. This page lets you set up your application credentials.

Setting up application client credentials

Cobalt lets you use pre-configured applications to play around. You can do so by selecting Use our credentials. However, if you wish to use your own application, select Use your own credentials. Provide the aquired Client Id and Client secret and save it.

Configuring Scopes

Cobalt lets you configure what permissions to ask from your users while they install your application. The scopes can be added or removed from the App settings page, under Permissions & Scopes section.

For some applications Cobalt sets mandatory scopes which cannot be removed. Additional scopes can be selected from the drop down. Cobalt also has the provision to add any custom scopes supported by the respective platform.

OAuth Scopes

Once the scopes has been added to the application in Cobalt, go to your Pipedrive developer account dashboard and update the scopes as added on Cobalt.

Select the OAuth App created for Cobalt > Click on OAuth & access scopes under App Settings > Add the scopes as added in Cobalt > Click on Save.

If you are facing scopes missing or invalid scope error. Make sure you are not passing any custom scope not supported by the platform. And, the scopes selected here are identical to the ones selected in the platform.

Actions and triggers

Once the above setup is completed, you can create orchestrations of your use-cases using Pipedrive actions and triggers. Following are the set of Pipedrive actions and triggers supported by Cobalt.

  • Actions

  • Triggers

  1. HTTP Request - Make HTTP API calls to any Pipedrive documented REST APIs.
  2. Create Lead - Create a lead in Pipedrive.
  3. Update Lead - Update a lead in Pipedrive.
  4. Delete Lead - Delete a lead in Pipedrive.
  5. Create Person - Create a person in Pipedrive.
  6. Update Person - Update a person in Pipedrive.
  7. Delete Person - Delete a person in Pipedrive.
  8. Create Organization - Create an organization in Pipedrive.
  9. Update Organization - Update an organization in Pipedrive.
  10. Delete Organization - Delete an organization in Pipedrive.
  11. Create Deal - Create a deal in Pipedrive.
  12. Update Deal - Update a deal in Pipedrive.
  13. Delete Deal - Delete a deal in Pipedrive.
  14. Create Note - Create a note in Pipedrive.
  15. Update Note - Update a note in Pipedrive.
  16. Create Person Field - Create person field in Pipedrive.
  17. Get Contacts - Get all contacts in Pipedrive.
  18. Get Contact by ID - Get a contact by ID in Pipedrive.
  19. Get Lead - Get all leads in Pipedrive.
  20. Get Lead by ID - Get a lead by ID in Pipedrive.
  21. Get Deals - Get all deals in Pipedrive.
  22. Get Deal by ID - Get a deal by ID in Pipedrive.
  23. Get Organizations - Get all organizations in Pipedrive.
  24. Get Organization by ID - Get an organization by ID in Pipedrive.
  25. Get Notes - Get all notes in Pipedrive.
  26. Get Note by ID - Get a note by ID in Pipedrive.
  27. Search Contacts - Search contacts in Pipedrive.
  28. Search Leads - Search leads in Pipedrive.
  29. Search Deals - Search deals in Pipedrive.
  30. Search Organizations - Search organizations in Pipedrive.