PIPEDRIVE

18 min

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 Pipedrive Developer Hub

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

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

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:

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.