Pipedrive

About the ONLYOFFICE and Pipedrive integration

Pipedrive is a sales customer relationship management tool. ONLYOFFICE offers an official module to integrate ONLYOFFICE Docs with Pipedrive and edit office documents in your Pipedrive environment. You can get the ONLYOFFICE integration module from the official Pipedrive Marketplace. The module is distributed under the AGPL-3 License.

Main features
  • Editing and viewing text documents, spreadsheets, and presentations.
  • Open other office file formats for viewing, including RTF, TXT, CSV, etc.
  • Co-editing documents in real-time: two co-editing modes (Fast and Strict), the Track Changes mode, comments, and the built-in chat.
  • JWT support to secure your traffic so that no one can have access to your documents with the exception of the users with proper rights.
Supported formats
  • For creating: DOCX, PPTX, XLSX.
  • For editing: DOCX, PPTX, XLSX.
  • For viewing: CSV, DJVU, DOC, DOCM, DOT, DOTM, DOTX, EPUB, FB2, FODP, FODS, FODT, HTM, HTML, MHT, ODP, ODS, ODT, OTP, OTS, OTT, OXPS, PDF, POT, POTM, POTX, PPS, PPSM, PPSX, PPT, PPTM, RTF, TXT, XLS, XLSM, XLT, XLTM, XLTX, XML, XPS.

Connecting ONLYOFFICE Docs to Pipedrive

Requirements
Installing and configuring the ONLYOFFICE integration module for Pipedrive

To install the ONLYOFFICE application:

  1. Open the Marketplace section.
  2. Find ONLYOFFICE in the Apps section using the search bar at the top of the page.
  3. Click the Authorize button in the opened window.
  4. If you agree with the permissions you are granting to the app, click the Allow and Install button.

After the app installation, adjust its settings within your Pipedrive. To do that:

  1. Open the Marketplace section.
  2. Find ONLYOFFICE in the Apps section using the search bar at the top of the page.
  3. Click the Manage app button.
  4. Click the More options button next to the ONLYOFFICE menu item.
  5. Click Settings in the opened list.
ONLYOFFICE_Pipedrive_configONLYOFFICE_Pipedrive_config

In the Document Server Address field, specify the URL of the installed ONLYOFFICE Docs or the address of ONLYOFFICE Docs Cloud.

Configuring JWT for the ONLYOFFICE and Pipedrive integration

JWT or JSON Web Token is a string sent from client to server within the HTTP request to validate the authenticity of the client. JWT is saved on the client-side only, so the transmission between parties is protected and digitally signed.

The token is generated using the JWT (JSON Web Tokens) standard. The tokens are signed by the server's key, so the client is able to verify that the token is legitimate.

ONLYOFFICE Docs validates the token. The data from the payload is considered valid and is used instead of the corresponding data from the main parameters. If the token is invalid, the command is not executed. To learn more, please read the API Security guide.

To configure JWT for Pipedrive:

  1. Open the Marketplace section.
  2. Find ONLYOFFICE in the Apps section using the search bar at the top of the page.
  3. Click the Manage app button.
  4. Click the More options button next to the ONLYOFFICE menu item.
  5. Click Settings in the opened list.
  6. Fill in the following fields:
    • Document Server Secret: The secret key is generated automatically to restrict the access to ONLYOFFICE Docs. If you want to specify your own secret key in this field, also specify the same secret key in the ONLYOFFICE Docs config file to enable the validation.
    • Document Server Header: Standard JWT header used in ONLYOFFICE is Authorization. In case this header is in conflict with your setup, you can change the header to the custom one.

Start using ONLYOFFICE Docs within Pipedrive

To create or upload a file:

  1. Open the required deal.
  2. In the ONLYOFFICE Document panel on the left, click the Create or upload document button.
    ONLYOFFICE_Pipedrive_create_uploadONLYOFFICE_Pipedrive_create_upload
  3. In the opened window, choose whether you want to create or upload a file by selecting the corresponding tab:
    • Create tab: enter a file title, choose the format (document, spreadsheet, presentation), and click the Create document button.
      ONLYOFFICE_Pipedrive_create_fileONLYOFFICE_Pipedrive_create_file
    • Upload tab: drag and drop a file or browse for it manually.
      ONLYOFFICE_Pipedrive_upload_fileONLYOFFICE_Pipedrive_upload_file

You can edit any files attached to Pipedrive deals and supported by ONLYOFFICE (see the full list here).

Managing files

To edit or view a file, click the edit_file Pen tool icon next to the file.

To download a file, click the download_file icon next to the file.

To delete a file, click the delete_file Bin icon next to the file.

Host ONLYOFFICE Docs on your own server or use it in the cloud

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