---
title: "Pipedrive"
slug: "pipedrive"
updated: 2024-11-06T17:25:47Z
published: 2024-11-06T17:25:47Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.safe.security/llms.txt
> Use this file to discover all available pages before exploring further.

# Pipedrive

## About this document

This guide provides a step-by-step procedure to configure Pipedrive in SAFE, enabling the integration and retrieval of security misconfiguration data from Pipedrive into SAFE.

---

## Introduction

SAFE integrates with Pipedrive to fetch and analyze security misconfigurations in your Pipedrive account.

---

## Prerequisites

- Access required in SAFE:
  - SAFE Admin Access
- Access required in Pipedrive:
  - Pipedrive Admin
- Required User Inputs:
  - [API Instance URL](/safe-4/docs/pipedrive#obtain-api-instance-url)
  - [API Token](/safe-4/docs/pipedrive#generate-an-api-token)
  - Asset Name in SAFE (optional)
- Required Scope:
  - Admin Access

---

## Generate Connection Details

---

### Generate an **API Token**

---

Task: Generate an API Token in Pipedrive.

Steps:

- Log in to your Pipedrive account as Admin.
- Click the **User Profile** icon in the top right corner.
- Select **Personal preferences**.

![](https://cdn.document360.io/23dc20b8-a989-48c0-8653-f1d3e4abc734/Images/Documentation/image(32).png)
- Click on **API**.
- Click the**Generate new token** button.

![](https://cdn.document360.io/23dc20b8-a989-48c0-8653-f1d3e4abc734/Images/Documentation/image(33).png)

Copy and save the API Token for configuring Pipedrive in SAFE. Regularly update the Access Token in SAFE according to its expiration date.

---

### Obtain **API Instance URL**

Task: Obtain the API Instance URL from Pipedrive.

Steps:
- Login to your Pipedrive account as Admin.
- Copy the base URL of your account. **Save** the API Instance URL to configure Pipedrive on SAFE.

![](https://cdn.document360.io/23dc20b8-a989-48c0-8653-f1d3e4abc734/Images/Documentation/image(34).png)

---

## Configure Pipedrive in SAFE

---

Task: Configure Pipedrive integration in SAFE.

Steps:

- Log in to your SAFE account as **Admin**.
- Click on the **Integrations** option from the left navigation.
- Scroll to find the Pipedrive integration card or search for Pipedrive in the search bar.

![](https://cdn.document360.io/23dc20b8-a989-48c0-8653-f1d3e4abc734/Images/Documentation/image(35).png)
- Hover over the Pipedrive integration card and click on the **Configure** button.
- Enter the following:
  - API Instance URL
  - API Token
  - Asset Name in SAFE - Provide a unique identifier which can uniquely identify the asset
  - Enter the **Auto Sync Frequency**.

![](https://cdn.document360.io/23dc20b8-a989-48c0-8653-f1d3e4abc734/Images/Documentation/image(37).png)
- Click on the **Test Connection** button.
- Once the connection is successful, click on the **Save** button.
- Once the configuration is saved successfully, click on the **Sync Now** button to trigger an on-demand sync.

![](https://cdn.document360.io/23dc20b8-a989-48c0-8653-f1d3e4abc734/Images/Documentation/image(41).png)
- Upon a successful sync, the system pulls the Pipedrive assets and their findings in SAFE. You can track the status of the sync in the **History** table.

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## View Results

- Go to the **Integrations** homepage.
- Scroll to find the Pipedrive integration card or search for Pipedrive in the search bar.
- Click on the Pipedrive integration card to access **Finding View**and **Asset View**.
  - **Finding View**: This tab displays all the findings details pulled from Pipedrive.

![](https://cdn.document360.io/23dc20b8-a989-48c0-8653-f1d3e4abc734/Images/Documentation/image(43).png)
  - **Asset View**: This tab displays all the assets pulled from Pipedrive.

![](https://cdn.document360.io/23dc20b8-a989-48c0-8653-f1d3e4abc734/Images/Documentation/image(47).png)

---

## History

Learn more about Integration History [here](https://docs.safe.security/safe-4/docs/integration-history).

---

## SAFE's Outgoing IP Addresses

Click [here](https://docs.safe.security/safe-4/docs/safes-outgoing-ip-addresses) to find the outgoing IP addresses of SAFE. All traffic to any integrations in SAFE will see one IP address as the source IP of the incoming connection.