Partner Setup


Cyclr requires Pipedrive to use OAuth 2.0 authentication for remote API access. You must register Cyclr within Pipedrive as its own App to receive a Client ID and Client Secret. This enables Cyclr to authenticate and connect with Pipedrive.

Note: Due to how Pipedrive authentication works, customers themselves will need to follow the below Pipedrive setup process.

Pipedrive Setup

To obtain Client ID and Client Secret values from within Pipedrive:

Enable a Developer Sandbox Account

To create a Developer Sandbox Account, Pipedrive requires you to complete the following form. This allows you to access the Marketplace Manager. Without this, you will be unable to create the Pipedrive App required for authentication with Cyclr. The official Pipedrive documentation on this process can be found here.

Create an app within the Marketplace Manager

Create a new App and obtain the Client ID and Client Secret using the steps below. The official Pipedrive documentation for creating an App can be found here.

  1. Go to the Marketplace Manager found here. This is only accessible if you have a Developer Sandbox Account as explained above.
  2. Click Create New App.
  3. Select No to set the App to unlisted and internal/private, then click Next. Pipedrive’s documentation on app types can be found here.
  4. Complete the App form as required by Pipedrive.
  5. Cyclr authentication is handled under the OAuth & Access scopes heading. Enter the callback URL in the Callback URL field. The callback URL has the following format: https://{Your Cyclr service domain e.g. app-h.cyclr.com}/connector/callback
  6. Enable the required Access scopes as either Read only or Full access. The official Pipedrive documentation on access scopes can be found here.
  7. Click Save to create the App. This will take you back to the Marketplace Manager.
  8. Click the newly created App within the Marketplace Manager to be taken to the settings again. Under the OAuth & Access scopes heading you will now find the Client ID and can click Show to reveal the Client secret. Make a note of these as they will be required by Cyclr to set up the Pipedrive Connector.

Cyclr Setup

To set up the Pipedrive Connector within Cyclr:

  1. Go to the Cyclr Console.
  2. Click the Connectors dropdown menu at the top of the page.
  3. Click Application Connector Library.
  4. Use the search bar to find the Pipedrive (OAuth2.0) App.
  5. Click the Setup Required button.
  6. Enter the Client ID and Client Secret found in the previous section and click Next.
  7. Click Sign In to sign in to Pipedrive to allow Cyclr to connect to it.
  8. Click Allow and Install to authorize the Pipedrive App to use the listed permissions and install it to your account.

Your Pipedrive Connector is now set up! You can test it by installing it to one of your Cyclr accounts and using one of the methods to confirm it returns data.

Pipedrive Integration Workflow Building Examples


Automating Pipedrive

Automating Deals

Our Pipedrive connector includes a number of webhooks. These are real-time event notifications that fire when something happens to a deal, e.g. when one is created or updated.

Example uses:

  • Sync new deals with another system
  • Trigger time-based actions for deals stuck at a certain stage
  • At key deal stages, add the associated contacts to a marketing system
  • Automate internal Pipedrive deals, e.g. when a deal hits a certain stage move it to a different pipeline

Deal stage lookups

One of the keys to using Pipedrive’s deals is working with the Stage ID in a Cyclr Decision step. In doing this, you can then trigger the next appropriate action – either in Pipedrive or in another app.

Forms

With Cyclr, you can integrate Pipedrive with a number of form building apps including:

  • Contact Form 7
  • Gravity Forms
  • Typeform
  • SurveyMonkey

Automate Your Sales Pipeline

Cyclr lets you automate your sales process by using webhooks and triggers based on movements between pipeline stages.

Example uses:

  • Send deals to separate pipelines for other teams to complete work on
  • Automatically assign reminders for yourself or team members based on deal stages
  • Trigger external application events when a deal reaches a chosen stage
  • Automatically send emails and messages when a deal hits a particular stage

Automation Implementation

Follow our below video guide to get you started with Pipedrive Automation.

Pipedrive Updates with Webhooks

Cyclr combined with Pipedrive’s webhook builder allows you to trigger automation workflows based on a wide range of actions in your CRM.

Our Webhook connect includes an automatic field discovery feature, helping you set up your automation workflows in no time.

Watch the video below to see how you can make use of Pipedrive’s webhooks.

Pipedrive and Contact Form 7 Integration

Getting Contact Form 7 to work with your Pipedrive CRM has been a pain for a long time, so you’ll be please to see that you can connect the two with Cyclr.

Why Integrate Contact Form 7 and Pipedrive?

Contact Form 7 is still one of the most popular form building applications around. While it’s name suggest it is just for contact forms, it has many usages when combined with Pipedrive, including:

  • Adding new website enquiries directly into your CRM
  • Creating new deals direct from forms
  • Managing helpdesk enquiries
  • Passing user registration data across your company’s application stack

Take a look at our video tutorial to find out how to get it set up.

 

Automatically Add New Users to your CRM

Cyclr lets you integrate Pipedrive with Intercom, so you can add and update user data within your CRM automatically.

Cyclr’s Intercom connector contains a range of webhooks that can be triggered when an event criteria in Intercom is met. Take a look at the video guide below to see how you can set it up.


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