PIPEDRIVE

introduction this document describes how users can connect their pipedrive account to myfundbox to automatically synchronize deals, customers, and products for seamless subscription billing and payment management step 1 access pipedrive developer hub navigate to https //developers pipedrive com/ sign in using your pipedrive administrator credentials step 2 create an application in developer hub, click "create an app" select the appropriate app type public app private app app name enter your “app name” oauth callback url enter https //app myfundbox com/pipedriveoauthresponse jsf click the green "save" button step 3 configure oauth & access scopes navigate to the "oauth & access scopes" tab locate and securely save the following credentials client id client secret ⚠️ important store these credentials securely the client secret can be refreshed but the client id cannot be changed in the scopes section, select the following required permissions deals\ full full access to deals contacts\ full full access to contacts products\ full full access to products note these scopes allow myfundbox to read deal information, access contact details for customer creation, and sync product information for subscriptions step 4 configure api token in your main pipedrive account (not developer hub), navigate to click your profile → personal preferences → api tab locate and securely save the api token step 5 connect pipedrive in myfundbox sign in to your myfundbox account navigate to configuration → integrations → pipedrive the pipedrive integration will be seen below the accounting software it is visible under the heading of sales marketing click the "get started" button in the connection dialog, enter client id (from step 3) client secret (from step 3) api token (from step 4) click "connect" step 6 authorize the connection after saving credentials, you will be automatically redirected to pipedrive's oauth authorization page review the requested permissions (deals, contacts, products) click "allow and install or continue to the app" to complete the authorization you will be redirected back to myfundbox ✅ success after authorization, the pipedrive integration module will display "connected" status 6 1 stored credentials navigate to configuration → integrations → pipedrive click the "more info" button you can see the last 4 characters of your client id, client secret, api token which are in masked state you can see it in keys tab 6 2 enable / disable integration navigate to configuration tab use9 the toggle to enable/disable pipedrive this temporarily pauses synchronization without removing stored credentials when you disable pipedrive step 7 how to create customers in pipedrive account login into your pipedrive account in the left side corner you can see the contacts module in seventh section you can add contacts using add person step 8 how to create products in pipedrive account login into your pipedrive account in the left side corner you can see the products section you can add contacts using add products step 9 how to add customer and products into a deal click the product and click add to deal enter the contact name you can see the contact and the products inside the deal click save you can see the deal named as “new deal” in deals module step 10 how sync works 10 1 when a deal is marked as "won" inside the deal customer along with the participants are created in myfundbox you can add participants after creating a deal which is below the contacts inside the deal products are created in myfundbox