Pipedrive

Overview

Connect your users to Pipedrive for sales pipeline management, contact tracking, deal management, and activity logging.

Property	Value
Provider ID	pipedrive
Category	CRM
PKCE	Supported
Token refresh	Automatic
Redirect URI	Shown in Developer Portal

Step 1: Create a Pipedrive OAuth App

Go to the Pipedrive Developer Hub

Navigate to developers.pipedrive.com and sign in.

Create a new app

Go to Your Apps and click Create an app. Fill in the app name and details.

Configure the redirect URI

Under OAuth & Access scopes, add the Alter callback URL from the Developer Portal to the Callback URL field.

Get credentials

Copy the Client ID and Client Secret.

Warning

Never share your Client Secret publicly. Store it securely and only enter it in the Alter Vault Developer Portal.

Step 2: Add to Alter Vault

Open the Developer Portal

Go to portal.alterauth.com and navigate to the application.

Add Pipedrive provider

Go to OAuth Providers > Add Provider > Pipedrive.

Enter credentials

• Client ID: Paste your Pipedrive Client ID
• Client Secret: Paste your Pipedrive Client Secret

Select scopes

Choose the scopes the application needs.

Save

Click Save. The provider is now active.

Available Scopes

Scope	Description
deals:read	Read deal records
deals:write	Create, update, and delete deals
contacts:read	Read contact records
contacts:write	Create, update, and delete contacts
activities:read	Read activity records
activities:write	Create, update, and delete activities

Additional scopes

Scope	Description
activities:full	Full read and write access to activities
admin	Administer company-wide settings and data
contact-fields:full	Full read and write access to person and organization fields
contacts:full	Full read and write access to persons and organizations
deal-fields:full	Full read and write access to deal fields
deals:full	Full read and write access to deals, their products, and followers
leads:full	Full read and write access to leads
product-fields:full	Full read and write access to product fields
products:full	Full read and write access to products
project-fields:full	Full read and write access to project fields
projects:full	Full read and write access to projects
search:read	Search across the account’s deals, persons, organizations, and products

Notes

• See the Pipedrive OAuth authorization documentation for more details.

Policy-cataloged operations

Alter policy rules can target these attested operations and families for operation-level and parameter-aware controls.

Operation ID	Families	Method	Provider path
addLead	write	POST	/leads
getLead	read	GET	/leads/{id}
getLeads	read	GET	/leads
updateLead	write	PATCH	/leads/{id}
deleteLead	delete	DELETE	/leads/{id}
searchLeads	read	GET	/leads/search
addNote	write	POST	/notes
getNote	read	GET	/notes/{id}
getNotes	read	GET	/notes
updateNote	write	PUT	/notes/{id}
deleteNote	delete	DELETE	/notes/{id}
addTask	write	POST	/tasks
getTask	read	GET	/tasks/{id}
updateTask	write	PUT	/tasks/{id}
deleteTask	delete	DELETE	/tasks/{id}
addProject	write	POST	/projects
getProject	read	GET	/projects/{id}
getProjects	read	GET	/projects
updateProject	write	PUT	/projects/{id}
deleteProject	delete	DELETE	/projects/{id}
mergeDeals	write	PUT	/deals/{id}/merge
mergePersons	write	PUT	/persons/{id}/merge
getMailThreads	read	GET	/mailbox/mailThreads
getMailThread	read	GET	/mailbox/mailThreads/{id}
deleteMailThread	delete	DELETE	/mailbox/mailThreads/{id}
getCurrentUser	read	GET	/users/me
getUsers	read	GET	/users
addUser	admin	POST	/users
updateUser	admin	PUT	/users/{id}