View key details about your PipelineDeals customers directly from Freshchat with this integration.
The PipelineDeals CRM and Freshchat integration will enable Freshchat customers to directly gather contact information from your existing PipelineDeals CRM account and view it in Freshchat.
PipelineDeals CRM is an essential tool to help you stay connected with your customer information and integrating this application with Freshchat pulls the customer information from PipelineDeals CRM using email id, if multiple contacts exist with the same address, all of them will be displayed in the form of a modal.
The benefits of using this app are:
• Helps agents find more information from PipelineDeals about the users and displays freshchat.
• This integration pulls details such as customer name, company name, contact address, phone number and mobile numbers from PipelineDeals and makes it available to Freshchat agents.
• Assist agents to chat/respond fittingly to the user’s conversations.
• Provides more targeted and personalized customer service for your customers.
Note: You will need user authentication to set up this integration.
- This app needs you to have an account with PipelineDeals.
- You need the following details to install the app.
1. PipelineDeals Api Token (To get Api Token from PipelineDeals account, Click on Top right Icon Name in PipelineDeals App and Select Account Settings and then navigate to the PipelineDeals API).
- Make sure that there are no trailing/leading spaces.
- You'll be redirected to the Apps page and informed about the status.
After successful app installation, agents can view the PipelineDeals app in the user Information Panel.