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Pipedrive Integration via Revert

Obtaining Pipedrive Client ID and Secret

  • Open Pipedrive Developers Corner and sign in to your account, or create a new one
  • Go to Settings > (company name) Developer Hub
  • Create a Pipedrive app, using the steps mentioned here
    • You can skip this step and use the default revert Pipedrive app
  • Set https://app.revert.dev/oauth-callback/pipedrive as a callback url for your app
  • Get your client_id and client_secret:
    • Go to the "OAuth & access scopes" tab of your app
    • Copy your client_id and client_secret

Obtaining Revert API keys

  • Create an account on Revert if you don't already have one. (https://app.revert.dev/sign-up)
  • Login to your revert dashboard (https://app.revert.dev/sign-in) and click on Customize your apps - Pipedrive
  • Enter the client_id and client_secret you copied in the previous step
  • Enter the client_id and client_secret previously copied to Settings > Admin > Apps > CRM > Pipedrive by clicking the Edit button on the app settings.