August 2024 Summaries

Creating a public developer app in Pipedrive to obtain OAuth 2 credentials involves several key steps, essential for authenticating apps with Unified.to. Initially, it's crucial to have a Pipedrive developer sandbox account, which can be obtained through their developer portal. Once logged into Pipedrive, users should access the Developer Hub from their profile menu to start creating an app. After clicking "Create public app" and filling in the basic app information, users need to specify the Callback URL and configure the necessary scopes, ensuring they align with the app’s required functionalities, such as access to Pipedrive's deals. The Client ID and Client Secret, vital for app activation, are available in the OAuth & access scopes section and should be noted for later use in Unified.to. To complete the integration, users must enter these credentials into the Pipedrive integration page on Unified.to, selecting OAuth 2 as the authentication method before activating the integration.

To integrate SaaS software with Zoho applications like ZohoCRM, ZohoBooks, ZohoPeople, and ZohoRecruit, developers must register a Zoho developer app and obtain OAUTH2 credentials. The process begins by creating a free Zoho Developer account, allowing access to the Zoho Developer Console for app management. Developers then register a Zoho developer app by selecting "Server-Based" as the Client Type and completing the necessary fields, including the Authorized redirect URI. Upon successful registration, a client ID and secret are provided, which are essential for API access. Finally, developers can activate their Zoho apps in Unified.to by entering the credentials obtained during the registration process to complete the integration setup.