Pipedrive

Get started with the PipeDrive source!

Obtain the OAuth Credentials

If you need help setting up an OAuth app, read our walk through below.

Enable the Source

Let's first select the Pipedrive source from the list of source in hotglue to enable in this flow.

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Once you have selected what flow you want to enable the Pipedrive source in, you should go ahead and search for the Pipedrive tap in the Sources tab of hotglue.

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Now click on the resulting card under Sales&CRM to select as a Source

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Now that we have selected Pipedrive as a source, we are going to put OAuth Client ID and Secret. If you don't know where to get these credentials, you can learn where to find them [here]https://docs.hotglue.xyz/docs/sources-pipedrive#obtain-oauth-client-id-and-secret).

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Once you've entered your credentials, click the “Save & Connect" button.

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A pop-out will be shown with the name of the app you added. Select your account from drop-down and then click on Continue to the App button.

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It will ask for your account name. Enter the name of the account you created on Pipedrive. Click on the Save button.

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And that is all you need to do to link Pipedrive!

Configure Mapping

You now have added Pipedrive as a data source for your flow. Next, you need to configure the mapping for your Pipedrive data. Click on the field map button to get started.

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Click on the card to get started.

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Click on “Customize field map” editor button.

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Once here, you can go and select what you want to bring in from Pipedive. For this example, I am going to select the activities stream by clicking the corresponding edit icon.

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You can now select specific fields identified in each Table to map in the Field Editor. Specific, multiple or all fields can be selected use the arrow in the middle to move those objects over to the Chosen column.

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Once you have selected which fields you want, you click Confirm button.

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The edited table will be labeled as "updated" in green. You can repeat the process above for all the tables you want! Once done, go ahead and click the Save button.

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Once you are done mapping any of the fields you want, you click save, and you have finished configuring your mappings.

Obtain OAuth Client ID and Secret

The first thing you need to do is log in to the Pipedrive.

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Enter the credentials and click on Sign in button.

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You will land on the home page. Click on the name of the account on the top right and select Tools and integration from the drop-down menu.

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Select Marketplace manager from right nav-pane. You can Create new app from the button "Create new app". Once app is added it is shown in Marketplace manager. As I added app Hotglue it is shown here. Click on the name of the app to get the credentials.

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You will land on the app page and scroll down. You should add the Redirect URL https://hotglue.xyz/callback. Once you do, you can also get your Client ID and Client Secret. Now you can go ahead and copy the credentials into hotglue.


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