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

# Pipedrive

> How to create OAuth credentials for Pipedrive.

Pipedrive is a sales CRM that supports OAuth 2.0 for API integrations. You create applications through the Pipedrive Developer Hub, with options for public or private apps.

## Steps

1. **Create a Pipedrive Application**
   * Go to the [Pipedrive Developer Hub](https://app.pipedrive.com/developer-hub) (use a developer sandbox account)
   * Click **Create an app**
   * Choose the app type:
     * **Public Application**: Available to all Pipedrive users (requires review/approval)
     * **Private Application**: Only for selected users (no review needed)

2. **Configure Basic Info**
   * Go to the **Basic Info** tab
   * Fill in:
     * **App name** (must be unique for public apps)
     * **Callback URL**: Your OAuth callback URL
   * Click **Save**

3. **Get OAuth Credentials**
   * Go to the **OAuth and access scopes** tab
   * Scroll down to find:
     * **Client ID**
     * **Client Secret**
   * Copy both values

4. **Configure Scopes**
   * In the same **OAuth and access scopes** tab, find the **Access Scopes** section
   * By default, Pipedrive only provides basic read access
   * Select scopes with either **Read only** or **Full access** for each resource:
     * Contacts, Leads, Mail, Activities, Products, Projects
   * Common full-access scopes: `contacts:full`, `leads:full`, `mail:full`, `activities:full`, `products:full`, `projects:full`

5. **Submit for Review** (public apps only)
   * Go to the **App review info** tab and submit for review
   * Private applications don't require review

## Key Details

* **Developer Hub**: [https://app.pipedrive.com/developer-hub](https://app.pipedrive.com/developer-hub)
* **Auth Type**: OAuth 2.0
* **Base API URL**: `https://api.pipedrive.com/v1`
* **Credentials Location**: App → OAuth and access scopes tab
* **Common Scopes**: `contacts:full`, `leads:full`, `mail:full`, `activities:full`, `products:full`, `projects:full`
* **Scope Levels**: `Read only` or `Full access` per resource
