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Pipedrive

Pipedrive

  • By SAFE Security
  • Published: Oct 16, 2026
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Outline

Introduction

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.

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

    • 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.

  • Click on API.

  • Click the Generate new token button.


  • 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.

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.

  • 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.


  • 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.

  • 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.

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.

    • Asset View: This tab displays all the assets pulled from Pipedrive.

To check sync status and errors for this integration, see Integration History.

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