Setup
Access to your users’ Pipedrive CRM record through OAuth.
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
- Pipedrive Developer account. You can create one here.
Required Settings
- Mandatory Scopes
- Administer Account
Creating an app in Pipedrive
To create a Pipedrive app and acquire the above mentioned credentials, please follow the steps mentioned below:
- Log in to your Pipedrive Developer account.
- Click on the
Profile
icon in the top right and selectDeveloper Hub
button.
- Click on
+ Create an App
button in the top right and chooseCreate Private App
. - Enter the unique App Name for your application.
- Go to your
Apps catalog
in Cobalt > Search forPipedrive
>Settings
>Use your credentials
>Callback Url
> Copy it. Paste the Callback URL and click on theSave
button. - 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.
- Click on the
Change to live
button besidesSave
to change the App status from Draft to Live. - Scroll down in the OAuth and access scopes section and copy the Client ID and Client Secret from the Client ID section.
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.
Provide the acquired Client ID and Client Secret under Settings of the app 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.
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.
Lead
Lead
- Create Lead - Create a lead in Pipedrive.
- Update Lead - Update a lead in Pipedrive.
- Delete Lead - Delete a lead in Pipedrive.
- Get Lead - Get all leads in Pipedrive.
- Get Lead by ID - Get a lead by ID in Pipedrive.
- Search Leads - Search leads in Pipedrive.
Person
Person
- Create Person - Create a person in Pipedrive.
- Update Person - Update a person in Pipedrive.
- Delete Person - Delete a person in Pipedrive.
- Create Person Field - Create person field in Pipedrive.
Organization
Organization
- Create Organization - Create an organization in Pipedrive.
- Update Organization - Update an organization in Pipedrive.
- Delete Organization - Delete an organization in Pipedrive.
- Get Organizations - Get all organizations in Pipedrive.
- Get Organization by ID - Get an organization by ID in Pipedrive.
- Search Organizations - Search organizations in Pipedrive.
Deal
Deal
- Create Deal - Create a deal in Pipedrive.
- Update Deal - Update a deal in Pipedrive.
- Delete Deal - Delete a deal in Pipedrive.
- Get Deals - Get all deals in Pipedrive.
- Get Deal by ID - Get a deal by ID in Pipedrive.
- Search Deals - Search deals in Pipedrive.
Note
Note
- Create Note - Create a note in Pipedrive.
- Update Note - Update a note in Pipedrive.
- Get Notes - Get all notes in Pipedrive.
- Get Note by ID - Get a note by ID in Pipedrive.
Contact
Contact
- Get Contacts - Get all contacts in Pipedrive.
- Get Contact by ID - Get a contact by ID in Pipedrive.
- Search Contacts - Search contacts in Pipedrive.
Others
Others
- HTTP Request - Make HTTP API calls to any Pipedrive documented REST APIs.
- Incremental Sync - Check for new data in any GET endpoint of Pipedrive documented REST APIs.
Lead
Lead
- Create Lead - Create a lead in Pipedrive.
- Update Lead - Update a lead in Pipedrive.
- Delete Lead - Delete a lead in Pipedrive.
- Get Lead - Get all leads in Pipedrive.
- Get Lead by ID - Get a lead by ID in Pipedrive.
- Search Leads - Search leads in Pipedrive.
Person
Person
- Create Person - Create a person in Pipedrive.
- Update Person - Update a person in Pipedrive.
- Delete Person - Delete a person in Pipedrive.
- Create Person Field - Create person field in Pipedrive.
Organization
Organization
- Create Organization - Create an organization in Pipedrive.
- Update Organization - Update an organization in Pipedrive.
- Delete Organization - Delete an organization in Pipedrive.
- Get Organizations - Get all organizations in Pipedrive.
- Get Organization by ID - Get an organization by ID in Pipedrive.
- Search Organizations - Search organizations in Pipedrive.
Deal
Deal
- Create Deal - Create a deal in Pipedrive.
- Update Deal - Update a deal in Pipedrive.
- Delete Deal - Delete a deal in Pipedrive.
- Get Deals - Get all deals in Pipedrive.
- Get Deal by ID - Get a deal by ID in Pipedrive.
- Search Deals - Search deals in Pipedrive.
Note
Note
- Create Note - Create a note in Pipedrive.
- Update Note - Update a note in Pipedrive.
- Get Notes - Get all notes in Pipedrive.
- Get Note by ID - Get a note by ID in Pipedrive.
Contact
Contact
- Get Contacts - Get all contacts in Pipedrive.
- Get Contact by ID - Get a contact by ID in Pipedrive.
- Search Contacts - Search contacts in Pipedrive.
Others
Others
- HTTP Request - Make HTTP API calls to any Pipedrive documented REST APIs.
- Incremental Sync - Check for new data in any GET endpoint of Pipedrive documented REST APIs.
- Person Created - Triggers when a person is created on Pipedrive.
- Person property Updated - Triggers when a person property is updated on Pipedrive.
- Organization Created - Triggers when an organization is created on Pipedrive.
- Organization Updated - Triggers when an organization is updated on Pipedrive.
- Deal Created - Triggers when a deal is created on Pipedrive.
- Deal is Updated - Triggers when a deal is updated on Pipedrive.