Pipedrive Credentials

Here’s a streamlined guide to create Pipedrive credentials for the Ziwo workflow designer:

Steps to Create Pipedrive Credentials

1. Create a Pipedrive Developer Account
   • Sign up for a Pipedrive Developer account.
   • Ensure you use the same credentials as your Pipedrive account to enable developer options.
2. Log in to Ziwo
   • Access your Ziwo account.
   • Create a new credential and select Pipedrive.
   • Copy the redirect URL link provided.
3. Create a Pipedrive App
   • Log in to your Pipedrive account.
   • Click on the Developer Hub from the profile banner.
   • Select Create New App (located in the top right corner if you have existing apps).
4. Set Up the App
   • Choose whether your app will be public or private.
   • Enter a name for your app and paste the redirect URL from step 2.
   • Click Save.
   • Proceed to the Scopes section, select the necessary scopes for your app, and click Save.
5. Get Client ID and Secret
   • Scroll down to find the Client ID and Client Secret sections.
   • Click on the Install & Test button.
   • Authorize the app by clicking Allow and Install.
6. Create the Credential in Ziwo
   • Return to the Ziwo platform and navigate to the Credentials tab.
   • Create a new credential, select Pipedrive as the app/service.
   • Enter the Client ID and Client Secret (now active).
   • Click OK.
   • Confirm the permission message by clicking Allow and Install.

Completion

Your Pipedrive credential is now set up and ready for use within the Ziwo workflow designer! This integration will enable you to create efficient workflows that leverage Pipedrive's CRM capabilities.