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Creating a Pipedrive app

Register an app in the Pipedrive Developer Hub to obtain the OAuth 2.0 credentials.

1

Sign in to Pipedrive

Sign in to your Pipedrive account.

  • Pipedrive redirects you to your own company subdomain after sign-in.
  • Create the app in the same Pipedrive account you intend to connect.
2

Open the Developer Hub

Click your profile avatar in the top right corner of the page.

  • In the dropdown menu, select Developer Hub.
The Pipedrive profile dropdown with Developer Hub highlighted
3

Start a new app

On the My apps page, click + Create an app.

The Developer Hub My apps page with the Create an app button highlighted
4

Choose the app type

In the Select app type dialog, choose Create public app or Create private app. The remaining setup steps are identical for both.

  • Private app — a private integration for selected users, with no Pipedrive Marketplace listing and no app approval process.
  • Public app — a public offering listed in the Pipedrive Marketplace, which must pass the app approval process.
The Select app type dialog with the Create public app and Create private app buttons highlighted
5

Fill in the app details

On the Basic info tab, enter the app name and the callback URL, then click Save in the top right corner.

  • App name — a name of your choice, for example StackOne
  • Callback URL — https://api.stackone.com/connect/oauth2/pipedrive/callback
  • The callback URL must match exactly, or the authorization will fail.
  • Pipedrive opens the OAuth & access scopes page automatically once the app is saved.
The Basic info tab with the App name and Callback URL fields and the Save button highlighted

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Configuring access scopes

Scopes limit what your app can reach in a connected Pipedrive account. Grant only the scopes the integration needs.

1

Select the access scopes

Enables actions: Add Activity, Add Activity Type, Add Deal, Add Deal Field, Add File, Add Filter, Add Goal, Add Lead, Add Note, Add Organization, Add Organization Field, Add Person, Add Person Field, Add Pipeline, Add Product, Add Product Field, Add Product To Deal, Add Project, Add Role, Add Stage, Add User, Create Webhook, Delete Activity, Delete Deal, Delete Deal Field, Delete File, Delete Filter, Delete Goal, Delete Lead, Delete Note, Delete Organization, Delete Organization Field, Delete Person, Delete Person Field, Delete Pipeline, Delete Product, Delete Product Field, Delete Project, Delete Role, Delete Stage, Delete Webhook, Duplicate Deal, Find Goals, Find Users, Get Activity, Get Current User, Get Deal, Get Deal Field, Get Deals Summary, Get File, Get Filter, Get Goal Results, Get Lead, Get Note, Get Organization, Get Organization Field, Get Person, Get Person Field, Get Pipeline, Get Pipeline Conversion Rates, Get Pipeline Movement Statistics, Get Product, Get Product Field, Get Project, Get Role, Get Stage, Get Unified Credentials, Get Unified Group, Get Unified Organization, Get Unified Role, Get Unified User, Get User, Get User Permissions, List Activities, List Activity Types, List Deal Fields, List Deal Products, List Deals, List Files, List Filters, List Lead Labels, List Lead Sources, List Leads, List Notes, List Organization Fields, List Organizations, List Permission Sets, List Person Fields, List Persons, List Pipelines, List Product Fields, List Products, List Projects, List Roles, List Stages, List Unified Groups, List Unified Organizations, List Unified Resource Types, List Unified Resource Users, List Unified Roles, List Unified Users, List Users, List Webhooks, Merge Deals, Merge Organizations, Merge Persons, Search Deals, Search Items, Search Items By Field, Search Leads, Search Organizations, Search Persons, Search Products, Update Activity, Update Deal, Update Deal Field, Update File Details, Update Filter, Update Goal, Update Lead, Update Note, Update Organization, Update Organization Field, Update Person, Update Person Field, Update Pipeline, Update Product, Update Product Field, Update Project, Update Role, Update Stage, Update User

On the OAuth & access scopes page, turn on the toggle for each resource you need under Read data from. Turning a toggle on reveals a Read only and a Full access option — pick Read only for a :read scope and Full access for a :full scope.

The toggle names differ from the scope names: Read users data grants users:read, Search for all data grants search:read, and Administer account grants admin. Access to basic information is always granted and cannot be turned off.

The OAuth and access scopes page with a scope toggle and its Read only and Full access options highlighted
2

Save and install the app

Click Save in the top right corner, then click Install and test at the bottom of the page to activate the app.

  • The Save button stays disabled until you change at least one scope.
  • Install and test only becomes available after the scopes are saved.
The OAuth and access scopes page with the Install and test button highlighted

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Copying the app credentials

The credentials are shown at the bottom of the OAuth & access scopes page.

1

Copy the Client ID and Client secret

Copy both values using the copy icon beside each field, and store them securely for use later.

  • Client ID — the public identifier of your app, shown in the Client ID field.
  • Client secret — the confidential key for your app, generated automatically and masked until you reveal it.
  • Paste them into the Client ID and Client Secret fields in the StackOne Connector profile.
  • Treat the client secret like a password and never share it.
The Client ID and Client secret fields with their copy icons highlighted

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Creating the StackOne Connector Profile

To create the Connector Profile in StackOne for Pipedrive:
1

Navigate to Connector Profiles

Login to StackOne and navigate to Connector Profiles
2

Create New Connector Profile

  • Click + Connector Profile
  • Search for and select Pipedrive
  • Select Type as OAuth 2.0
  • Fill out the fields using details retrieved from your provider:
    • Client ID
    • Client Secret
  • (Optional) Select Actions to be enabled for this Connector Profile
  • Click Create profile
Congratulations! The new Connector Profile will now show up in your project ready to be used. You can now continue to Link Accounts for Pipedrive.