If you have a big Sales team, you know the administrative pain of creating multiple new accounts every time someone joins your team.
To help you cut back on onboarding time and overheads, we have Single sign-on — or "SSO" — in the Essential, Advanced, Professional, and Enterprise plans of Pipedrive.
An account with SSO enabled means you only have to create one set of logins for your users. You can set up an account for them in your own system and they'll automatically have login credentials for Pipedrive, saving your team time and effort.
To configure their SAML settings for Single sign-on, Admin Users can go to Settings > Single sign-on in their company Pipedrive account. You'll need to enter some keys that your internal IT team should be able to locate for you, then you're away — it's really that simple!
Once you have tested the provided information and confirmed that it works, simply click the Enable for users toggle. The information will need to be copied over to your SSO provider. We have more information on how to set up SSO for the most popular SSO providers here:
If you would like the added security of disabling password access to Pipedrive and relying on SSO alone, simply click the Enforce SSO login toggle.
You will first need to give the user access to Pipedrive in your SSO provider's (e.g Okta) settings. The user will then be able to log into Pipedrive using SSO. If the user already was active in Pipedrive with the same email, a regular user verification flow will be done.
If the user does not have a Pipedrive account yet, an account will be created after the login attempt and a Pipedrive admin will need to activate that account under Pipedrive settings.
Logging in and logging out
To log into Pipedrive with SSO, go to app.pipedrive.com/auth/sso. Clicking logout from Pipedrive will only log you out from Pipedrive and not your SSO provider.
When deactivating a Pipedrive user through your own SSO system, we suggest keeping the following things in mind: