# 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](<https://documentation.sailpoint.com/saas/help/sources/index.html#source-and-connector-definitions>).

> [!NOTE]
>
> To view the latest features, enhancements, and fixes for all SaaS connectors, refer to the [SaaS Release Notes](<https://community.sailpoint.com/release-notes/saas>) 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](<https://pipedrive.readme.io/docs/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**.