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62 lines
3.3 KiB
Markdown
62 lines
3.3 KiB
Markdown
# Pipedrive
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You can use these credentials to authenticate the following nodes with Pipedrive.
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- [Pipedrive](/integrations/nodes/n8n-nodes-base.pipedrive/)
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- [Pipedrive Trigger](/integrations/trigger-nodes/n8n-nodes-base.pipedriveTrigger/)
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## Prerequisites
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Create a [Pipedrive](https://pipedrive.com/) account.
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## Using OAuth
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<!-- !!! tip Note for n8n.cloud users
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You'll only need to enter the Credentials Name and click on the circle button in the OAuth section to connect your Pipedrive account to n8n.
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-->
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1. Create a [Developer Sandbox Account](https://pipedrive.readme.io/docs/developer-sandbox-account).
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2. Open your Pipedrive Dashboard.
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3. Click on your user profile in the top right and select 'Tools and integrations' from the dropdown list.
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4. From the sidebar under the ***Tools*** section, select 'Marketplace manager'.
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5. Click on the ***Create new app*** button.
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6. Select either 'Yes' or 'No' when asked if you would like to publish your app on the Pipedrive marketplace.
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7. Click on the ***Next*** button.
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8. Enter the name of the app in the ***App name*** field.
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9. Copy the 'OAuth Callback URL' provided in the 'Pipedrive OAuth2 API' credentials in n8n.
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10. On the Pipedrive app creation page, scroll down to the ***OAuth & Access scopes*** section and paste the URL in the ***Callback URL*** field.
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11. Based on your use-case, select the scopes from the ***Access scopes*** section.
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12. Scroll up and click on the ***Save*** button on the top.
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13. Select your app from the 'Marketplace manager'
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14. Scroll down to ***OAuth & Access scopes*** section and copy the ***Client ID***.
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15. Enter the name for your credentials in the ***Credentials Name*** field in the 'Pipedrive OAuth2 API' credentials in n8n.
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16. Paste the client ID in the ***Client ID*** field in the 'Pipedrive OAuth2 API' credentials in n8n.
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17. On the Pipedrive application page, click on the ***Show*** button next to ***Client Secret***.
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18. Copy the ***Client Secret***.
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19. Paste the client secret in the ***Client Secret*** field in the 'Pipedrive OAuth2 API' credentials in n8n.
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20. Click on the circle button in the OAuth section to connect a Pipedrive account to n8n.
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21. Click on the ***Save*** button to save your credentials.
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The following video demonstrates the steps mentioned above.
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<div class="video-container">
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<iframe width="840" height="472.5" src="https://www.youtube.com/embed/xyRPA-yX9so" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
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</div>
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## Using API Token
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1. Open your Pipedrive Dashboard.
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2. Click on your user profile in the top right.
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3. Select 'Personal preferences' from the dropdown list.
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4. Click on the ***API*** tab.
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5. Click on the ***Copy*** button to copy the API Token.
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6. Enter the name for your credentials in the ***Credentials Name*** field in the 'Pipedrive API' credentials in n8n.
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7. Paste the API token in the ***API Token*** field in the 'Pipedrive API' credentials in n8n.
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8. Click on the ***Create*** button to save your credentials.
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The following video demonstrates the steps mentioned above.
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<div class="video-container">
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<iframe width="840" height="472.5" src="https://www.youtube.com/embed/uBdmHiFW7Do" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
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</div>
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