Pipedrive cloud application

1. Sign in with a super administrator account to the Google Admin console.

   If you aren’t using a super administrator account, you can’t complete these steps.

2. Go to Menu  Apps > Web and mobile apps .
3. Click Add app Search for apps.
4. Enter Pipedrivein the search field.
5. In the search results, hover over the PipedriveSAML app and click Select.
6. On the Google Identity Provider details page:
   • Copy and save the SSO URLand Entity ID.
   • Download the Certificate.
7. Click Continue.
8. On the Service provider detailspage, edit the  ACS URLand Entity ID,  replacing {your‑domain} with your Pipedrive domain.
9. Click Continue.
10. On the Attribute mappingpage,  click the Select fieldmenu and map the following Google directory attributes to their corresponding Pipedrive attributes:
    

    Google directory attribute	Pipedrive attribute
    Basic information > First Name	First name

11. (Optional) To enter group names that are relevant for this app:

    1. For Group membership (optional), click Search for a group, enter one or more letters of the group name, and select the group name.
    2. Add additional groups as needed (maximum of 75 groups).
    3. For App attribute, enter the corresponding groups attribute name of the service provider.

    Regardless of how many group names you enter, the SAML response includes only groups that a user is a member of (directly or indirectly). For more information, go to  About group membership mapping .

12. Click  Finish.

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.

1. Sign in with a super administrator account to the Google Admin console.

   If you aren’t using a super administrator account, you can’t complete these steps.

2. Go to Menu  Apps > Web and mobile apps .
3. Select  Pipedrive.
4. Click  User access.

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

6. (Optional) To turn a service on or off for an organizational unit:

   1. At the left, select the organizational unit.
   2. To change the Service status, select  Onor  Off.
   3. Choose one:
      • If the Service status is set to  Inherited and you want to keep the updated setting, even if the parent setting changes, click Override.
      • If the Service status is set to  Overridden, either click Inheritto revert to the same setting as its parent, or click  Saveto keep the new setting, even if the parent setting changes.
        Learn more about organizational structure .
7. (Optional) To turn on a service for a set of users across or within organizational units, select an access group. For details, go to Use groups to customize service access .
8. Ensure that your Pipedrive user account email IDs match those in your Google domain.

Pipedrive supports both Identity Provider (IdP) initiated and Service Provider (SP) initiated SSO. Follow these steps to verify SSO in either mode:

IdP-initiated

1. Sign in with a super administrator account to the Google Admin console.

   If you aren’t using a super administrator account, you can’t complete these steps.

2. Go to Menu  Apps > Web and mobile apps .
3. Select  Pipedrive.
4. At the top left, click Test SAML login. 

   Pipedrive should open in a separate tab. If it doesn’t, use the information in the resulting SAML error messages to update your IdP and SP settings as needed, then retest SAML login.

SP-initiated

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.