Pipedrive
Pipedrive is a customer relationship management (CRM) platform designed to assist sales teams in managing sales processes and customer relationships.
You must have an account in Pipedrive.
1 Go to Dashboard > Marketplace > SSO Integrations.
2 Select Pipedrive from the list.
3 You'll land on the overview page, with an additional tab: Installation (providing a step-by-step installation guide).
4 Click on INSTALL.
5 Provide a Name, and for the Entity ID, go to your Pipedrive Dashboard.
6 Click on the profile icon and select Company settings.
7 Scroll down, and click on Single sign-on.
8 Scroll down to SAML configuration for your Identity Provider (IDP), and copy the Metadata url.
9 Return to your dashboard, paste the Metadata url in Entity ID.
10 Switch to Pipedrive, copy the Single Sign On (SSO) url.
11 Return to your dashboard, paste the Single Sign On (SSO) url in ACS url.
12 Once the configurations are provided, click on INSTALL.
13 To enable Pipedrive SSO login, go to Applications > SSO, and click on the created Pipedrive SSO.
14 Click on Metadata, where the list of endpoints for the particular SSO will be available. Copy the Entity ID.
15 Switch to Pipedrive, paste the Entity ID in Issuer under SAML configuration for Pipedrive.
16 Return to your dashboard, copy the Login Endpoint.
17 Switch to Pipedrive, paste the Login Endpoint in Single Sign On (SSO) url.
18 Return to your dashboard, copy the X509 certificate.
19 Switch to Pipedrive, paste the X509 certificate.
20 Scroll down and click on Save changes.
21 Return to your dashboard, assign a user with Pipedrive role. To do so, navigate to Users or Workspace Admins, click on the user you want to assign the role.
22 You will be taken to the user's Details tab, click on Roles & Groups.
23 Select List View and click on + ADD ROLE.
24 The available roles will appear; select sso-pipedrive-Pipedrive-role and click on ADD ROLES.
25 Switch to Pipedrive, click on Test.
26 SSO login test will be successful.
27 Return to your dashboard to verify whether SSO has been successfully enabled, go to Applications > SSO, click on SSO DASHBOARD button.
28 The Pipedrive SSO will be enabled successfully.
