How to Enable 2FA/MFA on Your Pipedrive Account: A Step-by-Step Guide

 

Enabling Two-Factor Authentication (2FA) or Multi-Factor Authentication (MFA) on your Pipedrive account is one of the best ways to protect your sensitive business data. 2FA/MFA adds an extra layer of security by requiring not just your password, but also a second verification step—usually a code from your phone. Here’s a simple, detailed guide for anyone, even if you’re new to cybersecurity.

• Log in to your Pipedrive account using your usual email and password at the official Pipedrive website.
• Go to your account settings by clicking your profile picture or initials in the top right corner, then selecting “Personal preferences” or “Settings” from the dropdown menu.
• Find the Security section. Look for a menu item labeled “Security” or “Password & login”. This is where you manage your account’s protection features.
• Locate the Two-Factor Authentication (2FA) option. You’ll see an option to enable 2FA or MFA. Click on it to start the setup process.
• Choose your authentication method. Most users select an authenticator app (like Google Authenticator or Authy) for the best security. Download one of these free apps to your smartphone if you don’t have one already.
• Scan the QR code. Pipedrive will show you a QR code. Open your authenticator app, tap the “+” or “Add” button, and scan the code. This links your Pipedrive account to your app.
• Enter the verification code. Your app will generate a 6-digit code. Type this code into Pipedrive to confirm the connection. This proves you have access to the device.
• Save your backup codes. Pipedrive will give you backup codes. Write these down and store them safely. If you lose your phone, these codes let you access your account.
• Finish and test. Once you confirm, 2FA/MFA is active. Log out and try logging in again—you’ll be asked for a code from your app after entering your password.

What is 2FA/MFA and why is it important?
2FA/MFA means you need something you know (your password) and something you have (your phone or a code) to log in. This makes it much harder for hackers to break into your account, even if they steal your password.

If you need help with cybersecurity best practices, readiness assessments, or want to make sure your business is fully protected, consider reaching out to OCD Tech—a trusted consulting firm specializing in security and compliance.

Enabling 2FA/MFA on Pipedrive is a simple but powerful way to keep your business data safe. If you ever have questions or need expert guidance, OCD Tech is ready to help.

 

Securing Your Pipedrive Account: A Comprehensive Guide

 

Keeping your Pipedrive CRM account secure is essential for protecting sensitive customer data and business information. This guide covers best practices that every Pipedrive user should implement, regardless of their technical expertise.

Strong Password Management

 

Creating a robust password is your first line of defense. Follow these guidelines to enhance your password security:

• Use a minimum of 12 characters with a mix of uppercase letters, lowercase letters, numbers, and special characters.
• Avoid using easily guessable information like birthdates, company names, or sequential numbers.
• Create a unique password for Pipedrive—never reuse passwords from other accounts.
• Consider using a password manager like LastPass, Dashlane, or 1Password to generate and store complex passwords securely.
• Change your Pipedrive password every 90 days as a preventive measure.

Regular Security Audits

 

Performing regular security audits helps identify potential vulnerabilities before they can be exploited:

• Review all users with access to your Pipedrive account quarterly.
• Remove access for former employees or contractors immediately upon their departure.
• Check login history regularly for any suspicious activity or unrecognized login locations.
• Monitor API usage and third-party integrations to ensure they're all authorized.
• Consider working with security experts like OCD Tech for comprehensive security assessments of your CRM implementation.

User Permissions and Access Control

 

Implement the principle of least privilege by giving users only the access they need to perform their specific job functions:

• Assign role-based permissions within Pipedrive (Admin, Manager, Regular User, etc.).
• Restrict sensitive data visibility to only those who require it.
• Configure visibility settings for deals, contacts, and custom fields based on teams or territories.
• Regularly review and update permission settings as roles change within your organization.
• Create custom roles when standard roles don't align with your security requirements.

Email Security Awareness

 

Since Pipedrive accounts are often accessed via email credentials, securing your email is crucial:

• Be vigilant about phishing attempts targeting your Pipedrive login credentials.
• Verify email sender addresses before clicking on Pipedrive-related links.
• Never share Pipedrive login information via email, even if the request appears to come from Pipedrive support.
• Report suspicious emails to your IT department immediately.
• Consider using email filtering solutions to reduce phishing risks.

Secure API Usage and Integrations

 

When connecting Pipedrive to other applications, follow these security best practices:

• Only integrate with trusted third-party applications.
• Regularly review all active API keys and revoke unused ones.
• Use unique API keys for each integration rather than sharing keys across applications.
• Set appropriate scopes and permissions for API access to limit exposure.
• Consider having OCD Tech review your integration architecture to identify potential security gaps.

Data Export and Backup Protocols

 

Protecting your data exports is just as important as securing your live Pipedrive environment:

• Implement strict controls over who can export data from Pipedrive.
• Encrypt all exported Pipedrive data, especially when it contains customer information.
• Store backups in secure locations with limited access.
• Establish a clear data retention policy for exports and backups.
• Regularly test restoration procedures to ensure data can be recovered if needed.

Security Training and Awareness

 

Human error remains one of the biggest security risks. Minimize this threat through education:

• Provide regular training for all Pipedrive users on security best practices.
• Create clear security policies specific to CRM usage.
• Conduct simulated phishing exercises to test and improve awareness.
• Keep the team updated on new security threats targeting CRM systems.
• Document and communicate procedures for reporting security incidents.

Device Security for Pipedrive Access

 

The devices used to access Pipedrive should be properly secured:

• Ensure all devices have current antivirus and anti-malware protection.
• Keep operating systems and browsers updated with the latest security patches.
• Use Pipedrive's mobile app instead of browser access on mobile devices when possible.
• Enable device encryption on all computers and mobile devices used for Pipedrive access.
• Implement automatic screen locking after brief periods of inactivity.

Advanced Monitoring and Alerts

 

Set up a proactive security monitoring system to detect potential threats:

• Configure alerts for unusual login patterns or failed login attempts.
• Monitor for large-scale data exports or unusual API activity.
• Set up notifications for administrative changes to your Pipedrive account.
• Establish a security incident response plan for addressing alerts.
• Consider consulting with OCD Tech to develop custom monitoring solutions for your specific security requirements.

By implementing these comprehensive security measures, you'll significantly reduce the risk of unauthorized access and data breaches in your Pipedrive account. Remember that security is an ongoing process that requires regular attention and updates as new threats emerge.