The PipeDrive-Freshchat integration lets you access PipeDrive customer data inside your Freshchat inbox.
The Pipedrive app allows you to view complete customer information including details of Freshchat user, associated organization and activities (Today’s & Future) right within your Freshchat inbox. If there is no PipeDrive entry for that customer, agents can simply create one with a single click.
Primary features of the app are:
1. The ‘Create Contact’ link creates a new contact inside PipeDrive CRM.
2. Under Organization, on clicking Company link, an agent can see company details and can create a new deal by clicking ‘Create Deal’ link.
3. Make the most of the Pipedrive app to gather all customer information and provide personalized and targeted customer support.
To install Pipedrive app
1) Log in to your Freshchat portal and head over to the Freshchat product gallery using link https://web.freshchat.com/a/<your_account_number>/apps
2) Select ‘All’ in Browse by category and search ‘Pipedrive’ app.
3) Once you choose Pipedrive, you will be redirected to the install page for the app.
4) Login to your Pipedrive portal.
5) Select User Settings from the top right drop down menu.
6) Make sure API is selected on left menu.
7) Copy API key and Pipedrive domain from the URL and click Install.
8) Now, you can view your ‘Pipedrive’ widget in Freshchat inbox.