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Pipedrive Authorization

Prerequisites​

Before configuring your Pipedrive credential, ensure you have:

  • A Pipedrive account with admin or developer permissions
  • Access to your Pipedrive account for API configuration
  • Understanding of OAuth2 authentication flow

For complete information about Pipedrive API authentication, see the official Pipedrive API documentation.

Authentication Methods​

Pipedrive Authentication Methods

Authenticate using OAuth2 for secure access to Pipedrive's CRM platform and sales management features.

  1. Sign in to your Pipedrive account.
  2. Navigate to **Settings** > **Personal preferences** > **API**.
  3. Click **Generate new token** to create an API token.
  4. Copy the generated API token (you won't be able to see it again).
  5. In Nexla, click **Authorize** to start the OAuth2 flow.
  6. You will be redirected to Pipedrive's authorization page.
  7. Sign in to your Pipedrive account and grant permissions to Nexla.
  8. You will be redirected back to Nexla with your authorization complete.
Important

Keep your OAuth2 credentials secure and never share them publicly. Your Pipedrive credentials provide access to your CRM data and should be treated as sensitive information.

Configuration Steps​

The OAuth2 authentication process is handled automatically by Nexla. When you click Authorize, Nexla will:

  1. Redirect to Pipedrive: You'll be taken to Pipedrive's authorization page
  2. Grant Permissions: Sign in to your Pipedrive account and approve the requested permissions
  3. Return to Nexla: You'll be redirected back to Nexla with your authorization complete
  4. Token Management: Nexla will automatically handle token refresh and expiration

OAuth2 provides enhanced security compared to API keys by allowing you to revoke access at any time through your Pipedrive account settings. The tokens are automatically refreshed by Nexla to maintain continuous access.

Testing Your Credential​

After completing the OAuth2 authorization, Nexla will test the connection by making a request to the Pipedrive API /users/me endpoint. If the test is successful, your credential is ready to use for creating data sources and destinations.

For troubleshooting connection issues, verify that:

  • Your Pipedrive account is active and accessible
  • You have the necessary permissions for API access
  • The OAuth2 authorization was completed successfully
  • Your Pipedrive account allows third-party integrations