Pipedrive for Zoho Directory

Pipedrive for Zoho Directory

Prerequisites

  1. An Advanced, Professional, or Enterprise account with Pipedrive

Configure SAML in Zoho One

  1. Sign in to the Zoho One Admin Panel.
  2. Go to Marketplace, then use the search bar to find and install Pipedrive.
    Pipedrive's installation page in Zoho Marketplace
  3. Name your app and enter your Domain Name.
    4. Note: Your Domain Name is the first part of your Pipedrive URL. If your URL is "zylker.pipedrive.com", your Domain Name will be "zylker".
  4. If you want to test the SAML configuration before allowing users to access Pipedrive, uncheck Display app to users.
  5. Click Add.
  6. Click Manage Application, then Single Sign-On.
  7. Click Service Provider Details to check and verify the SP details. You can also edit them, if needed.
  8. Click Identity Provider Details, then make a note of the Issuer, the Sign-in URL, the Sign-out URL, and the X.509 Certificate.
    Identity provider details needed to configure SAML in Pipedrive

Configure SAML in Pipedrive

  1. Sign in to your Pipedrive account.
  2. Click your username, then click Settings.
  3. Select Single sign-on under Customize.
  4. Enter the IdP Issuer in the Issuer field, the IdP Sign-in URL in the Single Sign On (SSO) url field, the IdP Sign-out URL in the Single Log Out (SLO) url, and the IdP X.509 Certificate in the X.509 certificate field.
  5. Click Save and test.
  6. Toggle Enable for users after seeing the 'SSO login test succesful' message.

Just-in-time provisioning

Just-in-time (JIT) provisioning creates a Pipedrive account for users during their first SSO attempt, so you don't have to do it manually for each user. Pipedrive enables JIT automatically while configuring SAML.

Enforce SAML SSO

After successfully testing SSO, you can enforce it for all users. Once this is done, your users will no longer be able to sign in using their Pipedrive credentials. To restrict users to SSO:
  1. Sign in to your Pipedrive account.
  2. Click your username, then click Settings.
  3. Select Single sign-on under Customize.
  4. Toggle Enforce SSO login.

Make app visible to all users

After successfully testing the SSO, you can make Pipedrive available for all users to access from their My Apps pages.

To make Pipedrive visible to all users:
  1. Sign in to the Zoho One Admin Panel.
  2. Go to Applications, then click Pipedrive.
  3. Click Edit, check Display app to users, then click Update.
    Displaying Pipedrive to all users
  4. You can now access Pipedrive from Zoho One's My Apps page.

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