Set Up a Pipedrive Connection (Beta)

Set up the Pipedrive connection to start the flow of data into Data 360.

This feature is a Beta Service. A customer may opt to try a Beta Service in its sole discretion. Any use of the Beta Service is subject to the applicable Beta Services Terms provided at Agreements and Terms. If you have questions or feedback about this Beta Service, contact the Data 360 Connector team at datacloud-connectors-beta@salesforce.com.

Note

User Permissions Needed
To create a connection:	System Admin profile or Data Cloud Architect permission set

Before you begin:

Enable the Beta connector through the feature manager. See Enable Data 360 Features.
Verify your admin has enabled firewalls on the system you want Data 360 to connect to by including these IP addresses to your allowlists.
Set up OAuth based authentication with OpenId.
Create external and named credentials.

In Data Cloud, click Setup, and select Data Cloud Setup.
Under External Integrations, select Other Connectors.
Click New.
On the Source tab, select Pipedrive and click Next.
Enter a connection name, connection API name, and provide the authentication and connection details.

To learn more about connecting with Pipedrive, review their documentation.
Note
For Authentication details, select an Authentication Method.
1. For API token, enter the token generated in Pipedrive. To get the API token, go to your Pipedrive account > Settings > Personal Preferences > API.
2. If you select Named Credential, select an option from the dropdown.
For Connection Details, enter the URL in this format: https://{subdomain}.pipedrive.com.
To review your configuration, click Test Connection.
Click Save.

After the connector details are accepted, the connection is created and listed under Connectors. You can now create data streams.

Next Step

Create a Pipedrive Data Stream (Beta)