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Using Pipedrive Single sign-on (SSO) with Okta

Jenny Takahara, September 24, 2021
Note: This integration can only be configured by the admin user in both Okta and your Pipedrive account.

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.

Okta start

Enter the subdomain of your Pipedrive account into the corresponding field before clicking Next to confirm.

Okta Subdomain

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.

Assign to users

To start configuring SSO, select SAML 2.0 under Sign On Methods, and click View Setup Instructions.

SAML 2.0

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.

Okta SSO blur

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.

SSO success

You can then enable SSO for your users by clicking the toggle at the bottom of the page.

Enable for users
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