View customer information from PipelineDeals within Freshdesk and provide personalized customer service.
The PipelineDeals app allows you to view complete customer information including details of ticket requester, associated organization activities from PipelineDeals, right within your ticket detail page.
If there is no PipelineDeals entry for that customer, agents can simply create one with a single click.
The ‘Create contact’ link creates a new contact inside Pipelinedeals CRM.
By following the link under Deals, an agent can see Deal names inside PipelineDeals CRM and can even create a new deal by clicking on the ‘Create deal’ link.
Also, agent can view the “Activities” right from the widget
Access key: PipelineDeals API key - A support agent can get the API key from the PipelineDeals portal.(You need to enable API access for your PipelineDeals account)
- Select ‘Account settings’ from the top right drop-down menu.
- Click on PipelineDeals API from the left menu
- Copy API key
Paste it into the PipelineDeals app and it is good to go.