This page explains the steps you need to follow to set up the Pipedrive connection in PreCallAI. If any of the steps are outdated, please let us know!

  1. Go to Pipedrive developers page.
  2. Sign up for a Sandbox account in order to create an app.
  3. Click create an app button and then choose Create private app option.
  4. Write any app name to be displayed in PreCallAI.
  5. Copy OAuth Redirect URL from PreCallAI to Callback URL field, and click on the Save button.
  6. Check all options in OAuth & Access scopes with full access.
  7. Click on the Save button.
  8. Copy the Client ID value to the Client ID field on PreCallAI.
  9. Copy the Client Secret value to the Client Secret field on PreCallAI.
  10. Start using Pipedrive integration with PreCallAI!