Pipedrive cloud application

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Using Security Assertion Markup Language (SAML), your users can use their Google Cloud credentials to sign in to enterprise-cloud applications.

Set up SSO via SAML for Pipedrive

Note: Before configuring SSO you need a Pipedrive®  domain. For example, the domain for "Your Company" could be yourcompany.pipedrive.com. If you don't have a Pipedrive domain, contact Pipedrive support to set one up.

Step 1: Set up Google as a SAML identity provider (IdP)
  1. Sign in to your Google Admin console.

    Sign in using your administrator account (does not end in @gmail.com).

  2. From the Admin console Home page, go to Apps and then SAML Apps.

    To see Apps on the Home page, you might have to click More controls at the bottom. 

  3. Click Add Add at the bottom right.
  4. Locate and click Pipedrive in the application list.
  5. On the Google IDP Information page:
    • Copy and save the SSO URL and Entity ID.
    • Download the Certificate.
  6. Click Next.

    The Basic information window shows the Application name and Description seen by users.

  7. Click Next.
  8. On the Service Provider Details page, edit the ACS URL and Entity ID,  replacing {your‑domain} with your Pipedrive domain.
  9. Click Next.
  10. On the Attribute Mapping page, set the Select category and Select user field values as follows for the listed attribute:
     
    Application attribute Select category Select user field
    Name Basic Information First Name
  11. Click Finish.
Step 2: Set up Pipedrive as a SAML 2.0 service provider (SP)
  1. Open a new incognito browser window.
  2. Sign in to https://yourcompany.pipedrive.com with your organization’s Pipedrive administrator account, where yourcompany is your Pipedrive domain.
  3. Click the user profile icon at top right and select Settings.
  4. In the left pane, click SSO.
  5. Enter the following information in the input fields:
    • Issuer: the Entity ID you copied in Step 1 above.
    • Single Sign On (SSO) url:  The SSO URL you copied in step 1.
    • Single Log Out (SLO) url:  https://yourcompany.pipedrive.com.
    • X.509 certificate:  The certificate you downloaded in Step 1.
  6. Click Save Changes.
Step 3: Enable the Pipedrive app
  1. Sign in to your Google Admin console.

    Sign in using your administrator account (does not end in @gmail.com).

  2. From the Admin console Home page, go to Apps and then SAML Apps.

    To see Apps on the Home page, you might have to click More controls at the bottom. 

  3. Select Pipedrive.
  4. At the top right of the gray box, click Edit Service Compose.

  5. To turn on or off a service for everyone in your organization, click On for everyone or Off for everyone, and then click Save.

  6. To turn on or off a service only for users in an organizational unit:

    1. At the left, select the organizational unit.
    2. Select On or Off.
    3. To keep the service turned on or off even when the service is turned on or off for the parent organizational unit, click Override.
    4. If the organization's status is already Overridden, choose an option:
      • Inherit—Reverts to the same setting as its parent.
      • Save—Saves your new setting (even if the parent setting changes).

    Learn more about organizational structure.

  7. Ensure that your Pipedrive user account email IDs match those in your Google domain.
Step 4: Verify that the SSO is working
  1. In a new browser window, go to https://yourcompany.pipedrive.com/auth/sso.

    You should be automatically redirected to the Google sign-in page.

  2. Enter your sign-in credentials.

    After your sign-in credentials are authenticated, you're automatically redirected back to Pipedrive. If  your account doesn’t exist in Pipedrive, you’ll be prompted to confirm your email address before you can sign in.

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