{"id":60,"date":"2018-09-17T07:07:50","date_gmt":"2018-09-17T14:07:50","guid":{"rendered":"https:\/\/hengreamaze.wordpress.com\/2018\/09\/17\/building-apps-with-the-pipedrive-api\/"},"modified":"2023-07-27T01:06:53","modified_gmt":"2023-07-27T08:06:53","slug":"building-apps-with-the-pipedrive-api","status":"publish","type":"post","link":"https:\/\/www.reamaze.com\/blog\/building-apps-with-the-pipedrive-api\/","title":{"rendered":"Building apps with the Pipedrive API"},"content":{"rendered":"<p>For profit, or just for fun!<\/p>\n<figure><img decoding=\"async\" class=\"aligncenter size-full wp-image-5979 lazyload\" data-src=\"https:\/\/blog.reamaze.com\/wp-content\/uploads\/2018\/09\/0_iyCBPSkOxS-bDtrk.png\" alt=\"\" width=\"602\" height=\"284\" data-srcset=\"https:\/\/blog.reamaze.com\/wp-content\/uploads\/2018\/09\/0_iyCBPSkOxS-bDtrk.png 602w, https:\/\/blog.reamaze.com\/wp-content\/uploads\/2018\/09\/0_iyCBPSkOxS-bDtrk-300x142.png 300w\" data-sizes=\"(max-width: 709px) 85vw, (max-width: 909px) 67vw, (max-width: 984px) 61vw, (max-width: 1362px) 45vw, 600px\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" style=\"--smush-placeholder-width: 602px; --smush-placeholder-aspect-ratio: 602\/284;\" \/><\/figure>\n<p>At R<a href=\"https:\/\/www.reamaze.com\/\" target=\"_blank\" rel=\"noopener\">e:amaze<\/a> we are invested in helping companies to have quality support conversations with their customers, and support conversations naturally cover a broad spectrum of topics, from returns and billing questions to product questions or service inquiries. The latter type of support conversation is very lucrative for businesses because they represent an opportunity to convert a new visitor into a paying customer or client.<\/p>\n<p>Customers walking in the front door with the right questions will naturally warrant tracking in your sales pipeline. Thus it was a no brainer for Re:amaze to partner up with Pipedrive to handle these cases.<\/p>\n<p>What we found to be the best part is, because of Pipedrive\u2019s mature API and Marketplace, anyone can build a meaningful integration in a matter of hours or days\u200a\u2014\u200anot weeks or months.<\/p>\n<p>We enjoyed our integration process with our partners at Pipedrive so much, that we thought it would make sense to share our experience and highlight just how easy it can be to build your own app integration with Pipedrive. You can have a working prototype built in a matter of hours and a <a href=\"https:\/\/marketplace.pipedrive.com\/\" target=\"_blank\" rel=\"noopener\">Marketplace<\/a> app shipped in just a few days, opening the door to a rich and high quality install base.<\/p>\n<p>We wanted to share some of the pieces we thought were important to get an integration built.<\/p>\n<h2><strong><br \/>\nOAuth Integration<\/strong><\/h2>\n<p>Pipedrive has a vibrant and high quality Marketplace with a large install base to tap into. Thus, integration naturally involves registering as an App, which provides the IDs and tokens necessary to build out OAuth.<\/p>\n<p>By now, if you\u2019ve dealt with any web-based integrations, you\u2019ll be familiar with OAuth. If not, have no fear: there are dozens of high quality libraries for OAuth for just about every major web development language and framework. In Pipedrive\u2019s case, the OAuth flow follows industry best-practices so by utilizing the right libraries and common patterns, it\u2019s easy enough to have a working OAuth flow built in minutes.<\/p>\n<p>In our case, our app integrations are built in Ruby so we utilized the popular OAuth2 gem (<a href=\"https:\/\/github.com\/oauth-xx\/oauth2\" target=\"_blank\" rel=\"noopener\">https:\/\/github.com\/oauth-xx\/oauth2<\/a>) to build out our flow.<\/p>\n<p>For example, in Ruby, starting the OAuth flow is as easy as the code below:<\/p>\n<pre style=\"padding-left: 40px;\"><span style=\"color: #008000;\">oauth_client = OAuth2::Client.new(<\/span><\/pre>\n<pre style=\"padding-left: 40px;\"><span style=\"color: #008000;\">  pipedrive_client_id, # your app ID value here<\/span><\/pre>\n<pre style=\"padding-left: 40px;\"><span style=\"color: #008000;\">  pipedrive_client_secret, # your secret value here<\/span><\/pre>\n<pre style=\"padding-left: 40px;\"><span style=\"color: #008000;\">  site: \u2018https:\/\/oauth.pipedrive.com\/',<\/span><\/pre>\n<pre style=\"padding-left: 40px;\"><span style=\"color: #008000;\">  authorize_url: \u2018\/oauth\/authorize\u2019,<\/span><\/pre>\n<pre style=\"padding-left: 40px;\"><span style=\"color: #008000;\">  token_url: \u2018\/oauth\/token\u2019,<\/span><\/pre>\n<pre style=\"padding-left: 40px;\"><span style=\"color: #008000;\">  redirect_uri: redirect_uri # application specific<\/span><\/pre>\n<pre style=\"padding-left: 40px;\"><span style=\"color: #008000;\">)<\/span><\/pre>\n<pre style=\"padding-left: 40px;\"><span style=\"color: #808000;\"><span style=\"color: #008000;\">redirect_to oauth_client.auth_code.authorize_url(response_type: \u201ccode\u201d)<\/span>\n\n<\/span><\/pre>\n<h2><strong>Storing Tokens<\/strong><\/h2>\n<p>Once the OAuth flow kicks you back, you\u2019ll need to store the token. One particular thing to look out for is that OAuth tokens can expire and will need to be periodically refreshed.<\/p>\n<p>In our case, our code looks something like this:<\/p>\n<pre style=\"padding-left: 40px;\"><span style=\"color: #008000;\"># code from the return value via OAuth<\/span><\/pre>\n<pre style=\"padding-left: 40px;\"><span style=\"color: #008000;\"># basic_auth should be generated based on Pipedrive documentation<\/span><\/pre>\n<pre style=\"padding-left: 40px;\"><span style=\"color: #008000;\">response = oauth_client.auth_code.get_token(code, {<\/span><\/pre>\n<pre style=\"padding-left: 80px;\"><span style=\"color: #008000;\">headers: { \u201cAuthorization\u201d =&gt; basic_auth }<\/span><\/pre>\n<pre style=\"padding-left: 40px;\"><span style=\"color: #008000;\">})<\/span><\/pre>\n<pre style=\"padding-left: 40px;\"><span style=\"color: #008000;\"># response.token now has your OAuth token!<\/span><\/pre>\n<p>The token grabbed from OAuth should be saved in your database, but you\u2019ll also want to save the <code>refresh_token<\/code> and <code>expires_in<\/code> values that live next to it in the OAuth response.<\/p>\n<p>Later on, when you make REST requests, you\u2019ll want to check on the expiration and validity of your token and refresh it as needed and described in the <a href=\"https:\/\/pipedrive.readme.io\/docs\/marketplace-oauth-authorization\" target=\"_blank\" rel=\"noopener\">Pipedrive OAuth docs<\/a>.<\/p>\n<h2><strong><br \/>\nSaaS Considerations<\/strong><\/h2>\n<p>If you\u2019re implementing OAuth, one of the most important considerations is whether or not the incoming Pipedrive integration is representative of a new user or an existing user that you might already know.<\/p>\n<p>The four possibilities you may want to consider are as follows:<\/p>\n<ol>\n<li>The user is installing your app and doesn\u2019t have an account. Thus, a new account needs to be created.<\/li>\n<li>The user is installing your app and already has an account. However, they\u2019re logged out and need to identify their account under your app.<\/li>\n<li>The user is installing your app and already has an account and is already logged in.<\/li>\n<li>The user is re-installing your app and may or may not be logged in, but you\u2019ve already connected their Pipedrive account to an account within your app.<\/li>\n<\/ol>\n<p>In our case set the <code>redirect_uri<\/code> value for the OAuth flow to an endpoint where the above cases are detected and handled. If you\u2019re using an <a href=\"https:\/\/en.wikipedia.org\/wiki\/Model%E2%80%93view%E2%80%93controller\" target=\"_blank\" rel=\"noopener\">MVC<\/a> style web framework, we recommend this to be done in a controller.<\/p>\n<h2><strong><br \/>\nREST API<\/strong><\/h2>\n<p>Once the OAuth flow is in place, you now have API access to Pipedrive\u2019s RESTful API. The API gives almost full access to all of the underlying Pipedrive models so there\u2019s an open canvas for just about any integration.<\/p>\n<p>For Re:amaze, since we focus on customers, it was natural for us to work heavily on the Persons, Organizations, Deals, and Activities endpoints. This allows Re:amaze to map incoming customer conversations identified with an email address to a Pipedrive Person and their associated Deals and Activities.<\/p>\n<p>Every app is different, so there are dozens of other models to work with, from Roles to Notes, MailMessages and more.<\/p>\n<p>Each endpoint follows REST conventions (GET, PUT, POST, DELETE) and can be easily tested directly from the documentation page. Because of this, it\u2019s very easy to start retrieving data with a <a href=\"https:\/\/pipedrive.readme.io\/docs\/developer-sandbox-account\" target=\"_blank\" rel=\"noopener\">sandbox developer account<\/a> to poke at the endpoints and build out your code.<\/p>\n<p>If you\u2019re working with Node JS, you may also find Pipedrive\u2019s own <a href=\"https:\/\/github.com\/pipedrive\/client-nodejs\" target=\"_blank\" rel=\"noopener\">API client<\/a> to be helpful in getting results ASAP.<\/p>\n<h2><strong><br \/>\nGoing Live<\/strong><\/h2>\n<p>With the OAuth flow in place and the RESTful API shipping data back and forth between your app and Pipedrive, you should have a meaningful integration built in a very short amount of time.<\/p>\n<p>The next step is simple: Launch it! We found the review and approval process smooth and simple.<\/p>\n<p>Once your new app is launched, you\u2019ll be able to tap into the <a href=\"https:\/\/marketplace.pipedrive.com\/\" target=\"_blank\" rel=\"noopener\">Pipedrive Marketplace<\/a> and potentially new customers looking for ways to enhance their workflows in new ways.<\/p>\n<h2><strong><br \/>\nLearning More<\/strong><\/h2>\n<p>If you\u2019re interested in trying our Re:amaze for your business, be sure to check us out at <a href=\"https:\/\/www.reamaze.com\/?ref=pipedrive30\" target=\"_blank\" rel=\"noopener\">here<\/a> where you can enjoy an extended 30-day free trial! Reach out to our support team if you have any questions about features, pricing, or other product related issues.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>For profit, or just for fun! At Re:amaze we are invested in helping companies to have quality support conversations with their customers, and support conversations naturally cover a broad spectrum of topics, from returns and billing questions to product questions or service inquiries. The latter type of support conversation is very lucrative for businesses because &hellip; <a href=\"https:\/\/www.reamaze.com\/blog\/building-apps-with-the-pipedrive-api\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Building apps with the Pipedrive API&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":5979,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"categories":[15],"tags":[97,56,95,38,96],"class_list":["post-60","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-articles","tag-apps","tag-chatbots","tag-crm","tag-customer-service","tag-oauth"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Building apps with the Pipedrive API - Re:amaze Blog<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.reamaze.com\/blog\/building-apps-with-the-pipedrive-api\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Building apps with the Pipedrive API - Re:amaze Blog\" \/>\n<meta property=\"og:description\" content=\"For profit, or just for fun! At Re:amaze we are invested in helping companies to have quality support conversations with their customers, and support conversations naturally cover a broad spectrum of topics, from returns and billing questions to product questions or service inquiries. The latter type of support conversation is very lucrative for businesses because &hellip; Continue reading &quot;Building apps with the Pipedrive API&quot;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.reamaze.com\/blog\/building-apps-with-the-pipedrive-api\/\" \/>\n<meta property=\"og:site_name\" content=\"Re:amaze Blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/reamaze\" \/>\n<meta property=\"article:published_time\" content=\"2018-09-17T14:07:50+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-07-27T08:06:53+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/blog.reamaze.com\/wp-content\/uploads\/2018\/09\/0_iyCBPSkOxS-bDtrk.png\" \/>\n\t<meta property=\"og:image:width\" content=\"602\" \/>\n\t<meta property=\"og:image:height\" content=\"284\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"David\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@reamaze\" \/>\n<meta name=\"twitter:site\" content=\"@reamaze\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"David\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.reamaze.com\/blog\/building-apps-with-the-pipedrive-api\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.reamaze.com\/blog\/building-apps-with-the-pipedrive-api\/\"},\"author\":{\"name\":\"David\",\"@id\":\"https:\/\/www.reamaze.com\/blog\/#\/schema\/person\/3bffd970e708b17e27bd910fb2ef685e\"},\"headline\":\"Building apps with the Pipedrive API\",\"datePublished\":\"2018-09-17T14:07:50+00:00\",\"dateModified\":\"2023-07-27T08:06:53+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.reamaze.com\/blog\/building-apps-with-the-pipedrive-api\/\"},\"wordCount\":982,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/www.reamaze.com\/blog\/#organization\"},\"image\":{\"@id\":\"https:\/\/www.reamaze.com\/blog\/building-apps-with-the-pipedrive-api\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/blog.reamaze.com\/wp-content\/uploads\/2018\/09\/0_iyCBPSkOxS-bDtrk.png\",\"keywords\":[\"Apps\",\"Chatbots\",\"CRM\",\"Customer Service\",\"Oauth\"],\"articleSection\":[\"Re:amaze Articles\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/www.reamaze.com\/blog\/building-apps-with-the-pipedrive-api\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.reamaze.com\/blog\/building-apps-with-the-pipedrive-api\/\",\"url\":\"https:\/\/www.reamaze.com\/blog\/building-apps-with-the-pipedrive-api\/\",\"name\":\"Building apps with the Pipedrive API - Re:amaze Blog\",\"isPartOf\":{\"@id\":\"https:\/\/www.reamaze.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.reamaze.com\/blog\/building-apps-with-the-pipedrive-api\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.reamaze.com\/blog\/building-apps-with-the-pipedrive-api\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/blog.reamaze.com\/wp-content\/uploads\/2018\/09\/0_iyCBPSkOxS-bDtrk.png\",\"datePublished\":\"2018-09-17T14:07:50+00:00\",\"dateModified\":\"2023-07-27T08:06:53+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/www.reamaze.com\/blog\/building-apps-with-the-pipedrive-api\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.reamaze.com\/blog\/building-apps-with-the-pipedrive-api\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.reamaze.com\/blog\/building-apps-with-the-pipedrive-api\/#primaryimage\",\"url\":\"https:\/\/blog.reamaze.com\/wp-content\/uploads\/2018\/09\/0_iyCBPSkOxS-bDtrk.png\",\"contentUrl\":\"https:\/\/blog.reamaze.com\/wp-content\/uploads\/2018\/09\/0_iyCBPSkOxS-bDtrk.png\",\"width\":602,\"height\":284},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.reamaze.com\/blog\/building-apps-with-the-pipedrive-api\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.reamaze.com\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Re:amaze Articles\",\"item\":\"https:\/\/www.reamaze.com\/blog\/topics\/articles\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Building apps with the Pipedrive API\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.reamaze.com\/blog\/#website\",\"url\":\"https:\/\/www.reamaze.com\/blog\/\",\"name\":\"Re:amaze Blog\",\"description\":\"Better Conversations. 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