This page describes the initial setup steps for using TrustLogin as the source of identity
to perform Identity Provisioning to Pipedrive.

Note: For detailed instructions on operating Pipedrive, please refer to the documentation provided by Pipedrive.

Setup Steps

Pipedrive Settings

1. Log in to Pipedrive with administrator privileges.
   

2. Click the icon in the upper right of the screen and select "Personal Settings".
   

3. On the Personal Settings screen, click the "API" tab, and copy the displayed API token to the clipboard using the "Copy" button.
   

   Note: If you want to issue a new API token, click "Generate a new token".
   　When the confirmation screen appears, click "Generate token".
   
   This completes the preparation on the Pipedrive side. Next, configure the settings on the TrustLogin side.
   

TrustLogin Settings

1. Log in to the TrustLogin Admin Page, and from the "Admin Page > Settings > Optional Features" menu,
   open "Settings" next to "Identity Provisioning".
   
   

2. Click "Add Service".
   
   
3. On the Add Service screen, search for and select "Pipedrive", then click the "Add" button.
   
   
4. You will be redirected to the "Identity Provisioning > Pipedrive" page.
   Click the "Edit" button.
   
   

5. Open "Access Settings", enter the following values for the settings items, and click "Save".
   

   Access Token

   Pipedrive Settings The value of the API token copied in step 3

   
   
   

6. Click the "Connect" button in the upper right of the screen.
   
   

7. Once the button status updates to "Connected", the initial setup is complete.
   
   

Next step: The manual for configuring user synchronization is available here

Values You Can Configure in Attribute Mapping

You can map any attribute on the TrustLogin side to any attribute on the Pipedrive side.
For configuration instructions, see here

Available Default Functions

• default functions common to all services can be specified.