---
title: PIPEDRIVE
slug: pipedrive
icon: 📄
docTags:
createdAt: 2026-03-18T06:36:23.999Z
---
### 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 ](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”
:::Paragraph{listStyleType="circle" indent="2"}
**OAuth Callback **
:::
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**URL**: Enter[ https://app.myfundbox.com/PipedriveOAuthResponse.jsf ](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.**
