Basic Tab
Connecting to PipeDrive
There are several authentication methods available for connecting to : Basic and OAuth.
Basic
Begin by obtaining an API token:- Click on the the account name (on the top right) on PipeDrive.
- Click on Company Settings, Then Click on Personal Preferences -> API -> Generate Token.
- Note the API token.
- Note the CompanyDomain ,which is visible in the PipeDrive HomePage URL.
Set the following to authenticate to
- APIToken: Set to the noted API token.
- CompanyDomain: Set to the noted company domain from the developer sandbox URL.
- AuthScheme: Set to 'Basic'.
OAuth
If you do not have access to the user name and password or do not want to require them, use the OAuth user consent flow. See Using OAuth Authentication for an authentication guide.