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Integrating SailPoint with Pipedrive

Pipedrive is a cloud-based Customer Relationship Management (CRM) platform designed to help organizations manage leads, track communications, and streamline sales processes. It provides features for pipeline management, role-based access, and organization-level administration. This document provides instructions to configure a new direct connection to a Pipedrive source. For a reference to the terminology specific to SailPoint products, refer to Source and Connector Definitions.

Note

To view the latest features, enhancements, and fixes for all SaaS connectors, refer to the SaaS Release Notes page.

Supported Features

The Pipedrive connector supports the following:

Account Management

  • Aggregate Accounts

Entitlement Management

  • Aggregate Groups (Roles)

Important

Quick Compliance connectors have the following manual aggregation limits within a 24-hour period:

  • Organization Admins: Limited to 3 manual account or entitlement aggregations per day per source. This limit is cumulative across all admins in the organization.
  • Regular Users: Limited to 1 manual account or entitlement aggregation per day per source.

These limits ensure that individual compliance statuses are kept up to date while maintaining continuous compliance monitoring. If you need to run additional aggregations beyond these limits, contact SailPoint Support.

Prerequisites

Ensure the following prerequisites are met before proceeding with the configuration:

  • Generate an API Token in Pipedrive:

    1. Go to Profile > Personal Preferences > API.
    2. Click Generate New Token.
    3. Save the New Token securely.

    Resource Link

    For more information, refer How to find the API token.

    Note

    • When you generate a new token, the old token is immediately deactivated.
    • Any integration using the old token will stop working until updated with the new one.
    • There is no way to recover the previous token once replaced.

Required Permissions

  • The API token in Pipedrive inherits the permissions of the user who generates it, granting the token the same access rights as the account.
  • To ensure sufficient access for SailPoint integration, we recommend generating the API token from an Admin-level user account.