Using Pipedrive Single sign-on (SSO) with Okta
Pipedrive's Single Sign-on (SSO) feature integrates with Okta to ensure that your team can access Pipedrive easily using your identity provider.
Install the app
To begin, install the Pipedrive app from your Okta Administrator Dashboard. An admin user can select Applications, search for Pipedrive and click Add.
Enter the subdomain of your Pipedrive account into the corresponding field before clicking Next to confirm.
Configuring SSO
Make sure to assign your users to Pipedrive from Okta before testing the SSO. Under Applications, click the gear symbol, and Assign to Users.
To start configuring SSO, select SAML 2.0 under Sign On Methods, and click View Setup Instructions.
On the Setup Instructions page, you will find values for Issuer, Single Sign-On (SSO) URL, and X.509 certificate that you need to enter in your Pipedrive SSO settings page. Your Pipedrive SSO settings page can be found by going to Settings > Security Center > Single sign-on.
You can copy and paste all of these fields directly to their corresponding fields in Pipedrive.
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Testing the SSO Setup
Once you have copied and pasted the values, click Save and Test. If everything has been configured correctly, you should see a success message.
You can then enable SSO for your users by clicking the toggle at the bottom of the page.
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