Files
calendar/packages/app-store/pipedrive-crm
Joe Au-YeungGitHubShaik-Sirajuddin <sirajuddinshaik30gmail.com>Shaik-SirajuddinShaik-Sirajuddinsean-brydon
4a88b33782 refactor: Add crm type to app credentials (#14147)
* fix timezone display on booking page to reflect event availability timezone

* migrate fetching event owner's schedule to server side

* migrate fetching event owner's schedule to server side

* fix e2e test errors

* Add WEBAPP_URL_FOR_OAUTH to salesforce auth

* In event manager constructor include "_crm" credentials as calendar creds

* Change crm apps to type to end with `_crm`

* Move sendgrid out of CRM

* Add zoho bigin to CRM apps

* When getting apps, use slug

* Add `crm` variants

* Hubspot Oauth use `WEBAPP_URL_FOR_OAUTH`

* Refactor creating credentials

* Fix empty CRM page

* Use credentials with `_crm`

* Abstract getAppCategoryTitle

* Add integration.handler changes

* Fix tests

* Type fix

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Co-authored-by: Shaik-Sirajuddin <sirajuddinshaik30gmail.com>
Co-authored-by: Shaik-Sirajuddin <sirajudddinshaik30@gmail.com>
Co-authored-by: Shaik-Sirajuddin <89742297+Shaik-Sirajuddin@users.noreply.github.com>
Co-authored-by: sean-brydon <55134778+sean-brydon@users.noreply.github.com>
2024-04-09 16:46:06 +00:00
..
2023-12-29 09:55:26 +00:00

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.