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Pipedrive Integration Development

This guide covers developing and testing the Pipedrive integration for Billy.

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Overview

Pipedrive integration allows Billy to:
  • Create and manage deals and organizations
  • Generate invoices and quotes
  • Associate invoices with deals
  • Manage customer relationships
  • Handle sales pipeline automation

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Development Setup

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1. Access Pipedrive Developer Account

Go to our Pipedrive Developer Account to create and manage your development application.

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2. Create Your Development Application

  1. Create New Application
    • Click “Create app”
    • Type: “Privé” (Private)
    • Name: “Billy - [Your Name] [Dev]”
    • Redirect URI: https://localhost:3000/oauth/pipedrive/redirect_uri
  2. Configure OAuth Scopes
    • Refer to apps/app/integrations/pipedrive/oauth/getScopes.ts for required scopes
    • Ensure all necessary permissions are granted
  3. Get Credentials
    • Copy your Client ID and Client Secret
    • Note your API endpoint

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3. Environment Configuration

Add these variables to your .env.local: 
# Pipedrive x Pennylane [Local]
PIPEDRIVE_REDIRECT_URI=https://localhost:3000/oauth/pipedrive/redirect_uri
PIPEDRIVE_PENNYLANE_CLIENT_ID=YOUR_CLIENT_ID
PIPEDRIVE_PENNYLANE_CLIENT_SECRET=YOUR_CLIENT_SECRET

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4. Enable Application

  1. Login to your Pipedrive sandbox account
  2. Navigate to your OAuth app in the developer portal
  3. Complete the OAuth flow to enable the application

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Custom Modals Setup

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Required Modals

Add these custom modals to your Pipedrive application:
Modal NameIframe URLEntrypoint
Créer une facture Pennylane<Tunnel URL>/iframes/pipedrive/pennylane/dealsClear (use Pipedrive SDK)
Créer un devis Pennylane<Tunnel URL>/iframes/pipedrive/pennylane/quotesClear (use Pipedrive SDK)
Associer une facture<Tunnel URL>/iframes/pipedrive/pennylane/associate_invoicesClear (use Pipedrive SDK)
Associer un devis<Tunnel URL>/iframes/pipedrive/pennylane/associate_quotesClear (use Pipedrive SDK)
Créer un client<Tunnel URL>/iframes/pipedrive/pennylane/organization/create_clientClear (use Pipedrive SDK)
Configuration<Tunnel URL>/iframes/pipedrive/pennylane/configuration_fieldsClear (use Pipedrive SDK)
Important: Clear any entrypoint selection in the dropdown for all modals. We use the Pipedrive SDK to open our modals programmatically.

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Custom Panels Setup

Add these custom panels to your Pipedrive application:
Panel NameAPI EndpointPanel LocationsMain Action
Pennylane (Your Name [Dev])<Tunnel URL>/iframes/pipedrive/pennylane/invoice_paneldealsDefault
Pennylane (Your Name [Dev])<Tunnel URL>/iframes/pipedrive/pennylane/organization_panelorganizationsDefault
JWT Secret: Use the same value as PIPEDRIVE_PENNYLANE_CLIENT_SECRET if required.

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Troubleshooting

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Common Issues

  • Modal not loading: Check tunnel URL and iframe endpoints
  • OAuth redirect errors: Verify redirect URI matches exactly
  • API authentication: Ensure OAuth tokens are valid
  • Iframe communication: Check CORS and security policies

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Getting Help