Work with office files related to your Pipedrive Deals in ONLYOFFICE DocSpace rooms

The ONLYOFFICE DocSpace app for Pipedrive can be accessed via the Deals section of Pipedrive: go to the corresponding deal and find the DocSpace frame.

For each deal, you can create a separate DocSpace room in which the deal participants can work together on office documents. To create a room, click the Create room button.

The room is named according to the rule Pipedrive - Company name - Deal name. Inside the DocSpace frame, deal participants can work depending on their access rights.

Access rights

All Pipedrive users who logged into the DocSpace app are added to the Pipedrive Users (Company Name) group. If a user logs out of DocSpace, they will be removed from the group.

Access rights to the room within a deal are determined by the Pipedrive access rights to the corresponding deal.

• All users: the room becomes available to the Pipedrive Users group as well as the followers are invited by name (only those who have installed the DocSpace app and have been authorized).
• Item owner: the room is accessible only to the deal owner and the followers by name. A mandatory condition in this case is that the deal owner and the followers must install the DocSpace app and pass authorization.
• Item owner’s visibility group: only the followers are synchronized (available in the paid version of Pipedrive).
• Item owner’s visibility group and sub-group: only the followers are synchronized (available in the paid version of Pipedrive).

Install the app from Pipedrive Marketplace and allow the requested permissions.

If you are new to ONLYOFFICE DocSpace

For Pipedrive admins: register a DocSpace account.

Once ready, go to your DocSpace -> Developer Tools -> JavaScript SDK. Add the addresses of your Pipedrive and DocSpace in the section Enter the address of DocSpace to embed.

Once done, go the Connection settings of the DocSpace app within Pipedrive. Fill in the DocSpace Service Address field and click Connect.

For regular Pipedrive users: Regular Pipedrive users need to be invited to DocSpace by the admin. Then, such users will be able to log in to the DocSpace app (refer to the Authorization settings).

If you already have a DocSpace account (logged/not logged)

Even if you already have a DocSpace account, you need to install and connect the DocSpace app.

Even if you are already logged into DocSpace in the browser, you need to enter your DocSpace credentials (refer to the Authorization settings).

Authorization settings (for Pipedrive admins)

Those are available once the Connection settings are configured. Enter the DocSpace login and password.

Authorization settings (for regular Pipedrive users)

Once the previous steps are completed by the Pipedrive admin, regular Pipedrive users can log into DocSpace with their credentials.