First, let's introduce you to what types of apps you can create using Pipedrive API:
A public app is visible for all Marketplace visitors.
It'll have it's own public app listing's URL which is also visible to search engine crawlers.
The app has gone through the app approval process and is published to the Marketplace.
An unlisted app offers a way for Pipedrive users to install your app without it being publicly visible in the Marketplace.
Users can access the app via a URL to the (non-public) app listing's page in the Marketplace.
You can access this URL after the app has gone through the app approval process.
A private app is in draft status and only available for users in the same company the app is hosted in.
If you want to have your own internal app available only to the users in your Pipedrive account, please email to [email protected] with the request to have Marketplace Manager enabled for your paid account.
Keep in mind that every user in a company needs to install or set up their own apps and integrations. Installed apps aren't company-wide. Regular users who do not have access to the API can also install their own apps.
Follow steps to help your app become a part of our Marketplace.
Work through your integration process in a risk-free environment. Learn more about it here.
The Marketplace Manager is a tool to help you manage your apps in the Marketplace. Learn more about it here. From there you can get the
callback URL necessary for implementing the OAuth flow.
After you’ve built and tested your app, fill out the rest of the "Creating an app" form and submit the app for the app approval process. This should be done if you plan to share your app in our Marketplace or outside your Pipedrive company account. Don't forget to check out this article about getting your app approved on the first review.
Before submitting your app go over the checklist to make sure your app follows the guidelines. Learn more about it here.
Below we'll give you some tips and tricks on how you can create a proper app for the Pipedrive Marketplace.
Let's say a user opens the Marketplace, sees your app and wants to install it. One click on the install button will open the OAuth confirmation pop-up with scopes and a possibility to "Allow and Install" or "Cancel". Let's look at these two possibilities:
If the user allows the app installation, they will be directed to your website which must handle any of the following flow scenarios:
- The user doesn't have an account on your website and will need to become registered
- The user has an account at your end, but the user is not logged into it
- The user is logged in to your website
- The user has multiple companies in Pipedrive (installing an app in one company will not automatically install it for any other company)
The end result should be a successful installation for all the flow scenarios described above.
The installation can either start from our end or yours. If the installation begins from your website and you have the landing page with the app's install button, this will also open the OAuth confirmation pop-up with scopes and a possibility to "Allow and Install" or "Cancel".
If the user clicks on "Allow and Install", then we:
- Issue the
authorization codeto you
- You exchange the code for the tokens
- You'll have the tokens and use them with the API
If the user denies the installation, you also need to handle the denial. You will be notified if the installation didn't happen.
Every user in a company needs to install their own apps (and manual integrations). If a user has multiple companies, they'll need to install every app to each company separately.
The user of your app has two options: to either accept or deny all scopes, there's no in-between. That's why it's a good idea to build apps that only request scopes that are absolutely necessary for your particular use-case. Read more about scopes and permissions.
Although you may have only just begun building your app for the Pipedrive Marketplace, it's still quite useful to read through the checklist we put together that explains the App Approval Process. Following it will help speed up the approval process and avoid resubmissions.
Updated 4 months ago