๐ How to Set Up Two-Factor Authentication (2FA) in Pipedrive
Overview
Two-Factor Authentication (2FA) is a simple and effective way to add an extra layer of security to your Pipedrive account. With 2FA enabled, logging in requires not only your password but also a time-sensitive code generated on your mobile device. This helps protect your data even if your password is compromised.
โ Benefits of 2FA
- ๐ Stronger security for your account
- ๐ซ Prevents unauthorized access
- ๐ฑ Requires verification via your smartphone
- ๐ Recommended for all users, especially Admins
๐ฒ How 2FA Works in Pipedrive
Once enabled, youโll log in using:
- Your email and password (first factor)
- A code generated by an authentication app (second factor)
Supported apps include:
- Google Authenticator
- Authy
- Microsoft Authenticator
- 1Password or other TOTP-compatible apps
๐ How to Enable Two-Factor Authentication (For Individual Users)
- Log in to Pipedrive
- Click your profile icon and go to Personal Preferences
- Navigate to the Security tab
- Click โEnable Two-Factor Authenticationโ
- Open your authentication app and scan the QR code shown on the screen
- Enter the 6-digit code from your app to confirm setup
- Save your backup recovery codes (used if you lose your device)
๐ Store recovery codes in a safe place โ they allow you to access your account if your authenticator is unavailable.
๐ก How Admins Can Enforce 2FA for All Users
- Go to Company Settings > Security Center
- Find the Two-Factor Authentication section
- Toggle the setting to โRequire 2FA for all usersโ
- All users will be prompted to set up 2FA on their next login
๐ Admins should notify team members in advance so they can install an authenticator app before enforcement.
๐ How to Disable or Reset 2FA
If you get a new phone or lose access to your authenticator app:
- Go to Personal Preferences > Security
- Click โReset 2FAโ
- Follow the steps to set up 2FA again with a new device
If you are locked out and canโt access your backup codes:
- Contact your Pipedrive admin to reset your access
- Or reach out to Pipedrive support
๐ Tips for Secure Use
| Tip | Why It Matters |
|---|---|
| ๐ฒ Use a trusted authenticator app | Avoid SMS-based 2FA when possible |
| ๐ Rotate backup codes every 6 months | Adds extra security |
| ๐ Store backup codes offline | Keep them secure and accessible |
| ๐ข Enforce 2FA for your whole team | Strengthens overall account security |
Conclusion
Enabling Two-Factor Authentication in Pipedrive is a simple yet highly effective way to protect your CRM data. Whether you’re a sales rep or an admin, 2FA helps ensure that only authorized users can access your account.