Pipedrive | 1Kosmos

1Kosmos Achieves DoW IL4 Authorization to Secure Military Identities and Mission Access

Pipedrive

Integration type

CRM

What we solve

Pipedrive teams—often in regulated micro-SMB/startup environments—need a simple way to verify customer identity and enforce higher-assurance checks during onboarding and deal progression without leaving the CRM or adding heavy process overhead. This integration automates 1Kosmos IDV and LiveID inside Pipedrive using REST APIs, webhooks, and embedded app panels—triggering verification from person/deal events, capturing results via callbacks, and writing status (IAL, credential reference, enrollment) back to custom fields so automation rules can gate stage transitions, protect Smart Docs/signing, and improve compliance and fraud prevention.

Attribute	Detail
Market share	Micro-SMB and startup segment, 100K+ customers, 35% growth rate
Marketplace	Pipedrive Marketplace
Integration complexity	Low (REST API + webhooks + app extensions)
Est. build time	2-3 weeks
Primary use cases	Customer onboarding for regulated SMBs, deal verification for compliance-sensitive sales

Technical integration architecture

Pipedrive integration uses the App Extensions framework to embed a custom panel in the Deal and Person detail views. The extension calls the 1Kosmos API via a lightweight backend service. Pipedrive webhooks (deal.updated, person.added) trigger automated IDV workflows.

Custom fields on Person and Deal objects store verification status, IAL level, and credential reference. Pipedrive's Automation feature allows users to create rules like "When deal moves to Stage X, trigger 1Kosmos verification for associated person."

Pipedrive webhook + API flow

Pipedrive webhook subscription:
    POST https://api.pipedrive.com/v1/webhooks
    Body: {
        "subscription_url": "https://app.example.com/pipedrive-webhook",
        "event_action": "added",
        "event_object": "person"
    }

Webhook handler (person added):
    1. Receive Pipedrive webhook: { "current": { "id": 123, "email": [...], "phone": [...]

Pipedrive webhook subscription:
    POST https://api.pipedrive.com/v1/webhooks
    Body: {
        "subscription_url": "https://app.example.com/pipedrive-webhook",
        "event_action": "added",
        "event_object": "person"
    }

Webhook handler (person added):
    1. Receive Pipedrive webhook: { "current": { "id": 123, "email": [...], "phone": [...]

Pipedrive webhook subscription:
    POST https://api.pipedrive.com/v1/webhooks
    Body: {
        "subscription_url": "https://app.example.com/pipedrive-webhook",
        "event_action": "added",
        "event_object": "person"
    }

Webhook handler (person added):
    1. Receive Pipedrive webhook: { "current": { "id": 123, "email": [...], "phone": [...]

Workflow insertion points

Person detail panel: IDV widget with status display and manual trigger
Deal stage automation: Auto-trigger IDV on stage transition
Lead inbox: Verify incoming leads before assignment
Smart Docs: Require LiveID before document signing

Transform how you verify and authenticate

Secure onboarding, eliminate passwords, and stop fraud on one platform. Schedule a demo and see it in action.

Request a demo

Talk to sales

Transform how you verify and authenticate

Secure onboarding, eliminate passwords, and stop fraud on one platform. Schedule a demo and see it in action.

Request a demo

Talk to sales

Transform how you verify and authenticate

Secure onboarding, eliminate passwords, and stop fraud on one platform. Schedule a demo and see it in action.

Request a demo

Talk to sales