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Pipedrive CRM Integration Guide

Sync Pipedrive deals, contacts, and companies to BizoSaaS to power AI-driven sales forecasting and automated follow-ups.

Prerequisites​

  1. A Pipedrive account (Essential or above).
  2. Administrator access to your Pipedrive Company.
  3. Access to the Pipedrive API Console.

Setup Steps​

1. Register BizoSaaS as a Client​

  • Log in to your Pipedrive API Console.
  • Click Add Client and select Server-based Applications.
  • Client Name: BizoSaaS Platform.
  • Homepage URL: https://bizoholic.com.
  • Authorized Redirect URI: https://api.bizoholic.com/api/auth/callback/pipedrive.
  • Click Create.
  • Copy the Client ID and Client Secret.

2. Connect to BizoSaaS​

  • Log in to your BizoSaaS Dashboard.
  • Go to Connectors > CRM.
  • Click Add Connector and select Pipedrive.
  • Enter your Client ID and Client Secret.
  • Click Connect with Pipedrive.
  • You will be redirected to Pipedrive to authorize our app.
  • Once completed, you will be returned to BizoSaaS.

3. Data Sync Options​

Once authenticated, BizoSaaS will sync:

  • Deals: Linked with your financial data for a 360-degree view.
  • Leads & Contacts: For automated personalization and AI prospecting.

Troubleshooting​

  • Invalid Client ID/Secret: Ensure you are using the correct credentials from the Pipedrive API Console for your region (e.g., .com, .in, .eu).
  • Scope Errors: Ensure your registration includes necessary scopes (deals:read:write, deals:read).
  • Organization ID: Find your Org ID in Pipedrive under Settings > Organization Profile.