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Tutorial: Microsoft Entra single sign-on (SSO) integration with Pipedrive

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In this tutorial, you'll learn how to integrate Pipedrive with Microsoft Entra ID. When you integrate Pipedrive with Microsoft Entra ID, you can:

  • Control in Microsoft Entra ID who has access to Pipedrive.
  • Enable your users to be automatically signed-in to Pipedrive with their Microsoft Entra accounts.
  • Manage your accounts in one central location.

Prerequisites

To get started, you need the following items:

  • A Microsoft Entra subscription. If you don't have a subscription, you can get a free account.
  • Pipedrive single sign-on (SSO) enabled subscription.

Scenario description

In this tutorial, you configure and test Microsoft Entra SSO in a test environment.

  • Pipedrive supports SP and IDP initiated SSO

To configure the integration of Pipedrive into Microsoft Entra ID, you need to add Pipedrive from the gallery to your list of managed SaaS apps.

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.
  2. Browse to Identity > Applications > Enterprise applications > New application.
  3. In the Add from the gallery section, type Pipedrive in the search box.
  4. Select Pipedrive from results panel and then add the app. Wait a few seconds while the app is added to your tenant.

Alternatively, you can also use the Enterprise App Configuration Wizard. In this wizard, you can add an application to your tenant, add users/groups to the app, assign roles, as well as walk through the SSO configuration as well. Learn more about Microsoft 365 wizards.

Configure and test Microsoft Entra SSO for Pipedrive

Configure and test Microsoft Entra SSO with Pipedrive using a test user called B.Simon. For SSO to work, you need to establish a link relationship between a Microsoft Entra user and the related user in Pipedrive.

To configure and test Microsoft Entra SSO with Pipedrive, perform the following steps:

  1. Configure Microsoft Entra SSO - to enable your users to use this feature.
  2. Configure Pipedrive SSO - to configure the single sign-on settings on application side.
    • Create Pipedrive test user - to have a counterpart of B.Simon in Pipedrive that is linked to the Microsoft Entra representation of user.
  3. Test SSO - to verify whether the configuration works.

Configure Microsoft Entra SSO

Follow these steps to enable Microsoft Entra SSO.

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.

  2. Browse to Identity > Applications > Enterprise applications > Pipedrive > Single sign-on.

  3. On the Select a single sign-on method page, select SAML.

  4. On the Set up single sign-on with SAML page, click the pencil icon for Basic SAML Configuration to edit the settings.

    Edit Basic SAML Configuration

  5. On the Basic SAML Configuration section, if you wish to configure the application in IDP initiated mode, enter the values for the following fields:

    a. In the Identifier text box, type a URL using the following pattern: https://<COMPANY-NAME>.pipedrive.com/sso/auth/samlp/metadata.xml

    b. In the Reply URL text box, type a URL using the following pattern: https://<COMPANY-NAME>.pipedrive.com/sso/auth/samlp

  6. Click Set additional URLs and perform the following step if you wish to configure the application in SP initiated mode:

    In the Sign-on URL text box, type a URL using the following pattern: https://<COMPANY-NAME>.pipedrive.com/

    Note

    These values are not real. Update these values with the actual Identifier, Reply URL and Sign-on URL. Contact Pipedrive Client support team to get these values. You can also refer to the patterns shown in the Basic SAML Configuration section.

  7. Pipedrive application expects the SAML assertions in a specific format, which requires you to add custom attribute mappings to your SAML token attributes configuration. The following screenshot shows the list of default attributes.

    image

  8. In addition to above, Pipedrive application expects few more attributes to be passed back in SAML response which are shown below. These attributes are also pre populated but you can review them as per your requirements.

    Name Source Attribute
    email user.mail

  9. On the Set up single sign-on with SAML page, in the SAML Signing Certificate section, find Certificate (Base64) and select Download to download the certificate and save it on your computer and also copy the App Federation Metadata Url and save it on your computer.

    The Certificate download link

  10. On the Set up Pipedrive section, copy the appropriate URL(s) based on your requirement.

    Copy configuration URLs

Create a Microsoft Entra test user

In this section, you'll create a test user called B.Simon.

  1. Sign in to the Microsoft Entra admin center as at least a User Administrator.
  2. Browse to Identity > Users > All users.
  3. Select New user > Create new user, at the top of the screen.
  4. In the User properties, follow these steps:
    1. In the Display name field, enter B.Simon.
    2. In the User principal name field, enter the username@companydomain.extension. For example, B.Simon@contoso.com.
    3. Select the Show password check box, and then write down the value that's displayed in the Password box.
    4. Select Review + create.
  5. Select Create.

Assign the Microsoft Entra test user

In this section, you'll enable B.Simon to use single sign-on by granting access to Pipedrive.

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.
  2. Browse to Identity > Applications > Enterprise applications > Pipedrive.
  3. In the app's overview page, select Users and groups.
  4. Select Add user/group, then select Users and groups in the Add Assignment dialog.
    1. In the Users and groups dialog, select B.Simon from the Users list, then click the Select button at the bottom of the screen.
    2. If you are expecting a role to be assigned to the users, you can select it from the Select a role dropdown. If no role has been set up for this app, you see "Default Access" role selected.
    3. In the Add Assignment dialog, click the Assign button.

Configure Pipedrive SSO

  1. In a different browser window, sign into Pipedrive website as an administrator.

  2. Click on User Profile and select Settings.

    Screenshot that shows "Settings" selected from the "User Profile" menu.

  3. Scroll down to Defender for Cloud and select Single sign-on.

    Screenshot that shows "Single sign-on" selected in the "Defender for Cloud".

  4. On the SAML configuration for pipedrive section, perform the following steps:

    Screenshot that shows the "S A M L configuration for Pipedrive" section with all text boxes highlighted.

    a. In the Issuer textbox, paste the App Federation Metadata Url value, which you copied previously.

    b. In the Single Sign On(SSO) url textbox, paste the Login URL value, which you copied previously.

    c. In the Single Log Out(SLO) url textbox, paste the Logout URL value, which you copied previously.

    d. In the x.509 certificate textbox, open the downloaded Certificate (Base64) file from Azure portal into Notepad and copy the content of it and paste into x.509 certificate textbox and save changes.

Create Pipedrive test user

  1. In a different browser window, sign into Pipedrive website as an administrator.

  2. Scroll down to company and select manage users.

    Screenshot that shows "Manage users" selected from the "Company" menu.

  3. Click on Add users.

    Screenshot that shows the "Manage users" page with the "Add users" button selected on the right side.

  4. On the Manage users section, perform the following steps:

    Pipedrive Configuration

    a. In the Email textbox, enter the email address of the user like B.Simon@contoso.com.

    b. In the First name textbox, enter the first name of user.

    c. In the Last name textbox, enter the last name of user.

    d. Click Confirm and invite users.

Test SSO

In this section, you test your Microsoft Entra single sign-on configuration with following options.

SP initiated:

  • Click on Test this application, this will redirect to Pipedrive Sign on URL where you can initiate the login flow.

  • Go to Pipedrive Sign-on URL directly and initiate the login flow from there.

IDP initiated:

  • Click on Test this application, and you should be automatically signed in to the Pipedrive for which you set up the SSO.

You can also use Microsoft My Apps to test the application in any mode. When you click the Pipedrive tile in the My Apps, if configured in SP mode you would be redirected to the application sign on page for initiating the login flow and if configured in IDP mode, you should be automatically signed in to the Pipedrive for which you set up the SSO. For more information about the My Apps, see Introduction to the My Apps.

Next steps

Once you configure Pipedrive you can enforce session control, which protects exfiltration and infiltration of your organization’s sensitive data in real time. Session control extends from Conditional Access. Learn how to enforce session control with Microsoft Defender for Cloud Apps.