In order to set up Single sign-on (SSO), you may need to connect Pipedrive to Okta. Below we go through how to set this up step by step, in order to get you connected.
To begin, you should install the Pipedrive app from your Okta account. An admin user can select Applications, search for Pipedrive and click Add.
Enter the subdomain of your Pipedrive account into the corresponding field.
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 URL, and X.509 certificate that you need to enter in your Pipedrive SSO settings page. You can copy and paste all of these fields directly to their corresponding fields in Pipedrive.
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.