Create External Credentials for the Pipedrive Connector (Beta)

To ingest data from Pipedrive to Data Cloud, set up an external credential for Pipedrive.

Create an OAuth based authentication for OpenId before completing these steps.

1. From Setup, in the Quick Find box, enter Named Credentials. Then select Named Credentials (1).

   

2. On the External Credentials tab (2), click New.

   1. Enter a label and name for your external credential. The name can’t contain spaces. You can use underscores.

   2. For Authentication Protocol, select OAuth 2.0.

   3. For Authentication Flow Type, select Browser Flow.

   4. For Authentication Provider, select the provider you created.

   5. Click Save.

3. Add principal to external credentials

   1. In the external credentials that you created, under Principals, click New.

   2. Enter the parameter name. You can include spaces.

   3. For Identity Type, select Named Principal.

   4. Set the Sequence Number to 1.

   5. Click Save.

4. Authenticate your external credentials.

   1. Under Principals, from the Actions dropdown menu, select Authenticate.

   2. Follow the authentication flow and confirm access permissions.

   3. To connect Data Cloud to Pipedrive, click Allow.

      After you authenticate, the status changes to Configured.

5. Define the named credential.

   1. In the Named Credentials Tab, click New. Then enter a label and name. The name can't contain spaces, but you can use underscores.

   2. For the URL, enter https://oauth.pipedrive.com.

   3. For external credentials, select the credential that you created.

   4. Click Save.

6. Enable external credentials access.

   1. From Setup, in the Quick Find box, enter Profiles. Then select it.

   2. Click System Administrator.

   3. On the Enable External Credential Principal Access tab, click Edit.

   4. Add the external credentials principal that you created to the Enabled External Credentials Principals column.

   5. Click Save.