Pipedrive
Verified by FreshworksThe PipeDrive-Freshchat integration lets you access PipeDrive customer data inside your Freshchat inbox.
Published by Artis(about 6 years ago)
By clicking on "Install", you acknowledge and agree that your access and use of this application will be governed by the developer's terms of service and privacy policy. Freshworks may share your contact and usage information with the developer.
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.
App Details
Categories
Developer Resources
Marketplace Resources
Loading Reviews...
App Details
Categories
Developer Resources
Marketplace Resources
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.
App Details
Categories
Developer Resources
Marketplace Resources
Loading Privacy and Security...
App Details
Categories