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Configure Pipedrive as a datasource

Prerequisites

  • Have a Jira Cloud instance

  • Have Elements Connect installed on your instance

  • Have a Pipedrive account  

Configuration steps

  1. Pipedrive API configuration

  2. Elements Connect configuration

  3. Endpoint examples

1. Pipedrive API configuration

  • Go to the Pipedrive Developer Portal:

  • Register a new “Private” app:

    • Name: Choose an app name (e.g., "Elements Connect Cloud").

    • Callback URL: https://ecc.elements-apps.com/token/authorization-code/access-token

    • Configure necessary scopes depending on your needs (e.g., read access to Deals and Contacts).

  • Once created, copy the following values:

    • Client ID

    • Client Secret

2. Elements Connect configuration

Datasource Creation

  • Go to the Elements Connect administration menu

  • Go to the Datasources tab

  • Create a new REST API datasource and configure it as follows:

    • API Base URL:

      CODE
      https://api.pipedrive.com/
    • API Documentation:

      CODE
      https://developers.pipedrive.com/docs/api/v1
    • API Test URL:

      CODE
      https://api.pipedrive.com/v1/deals

(info) This URL must refer to an allowed endpoint and therefore be included in a previously selected scope in Pipedrive. In this example, the scope was “Deals” so this “Test URL” can be used.

Authentication Configuration

  • Under Authentication, select OAuth 2.0 - Authorization Code.

  • Auth URL

    CODE
    https://oauth.pipedrive.com/oauth/authorize
  • Token URL

    CODE
    https://oauth.pipedrive.com/oauth/token
  • Client ID: Paste the Client ID obtained from Pipedrive.

  • Client Secret: Paste the Client Secret.

  • Click on “Get access token” and validate permission requests:

  • Then, click "Save" and "Test Connection"

3. Endpoint examples

Once your datasource is ready, you can create connected fields and retrieve different types of information.

All available endpoints are listed in this documentation: Pipedrive API Reference

  • Fetch deals:

    CODE
    https://api.pipedrive.com/v1/deals
  • Fetch contacts:

    CODE
    https://api.pipedrive.com/v1/persons
  • Fetch Organizations:

    CODE
    https://api.pipedrive.com/v1/organizations
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