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PipelineDeals CRM

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View key details about your PipelineDeals customers directly from Freshchat with this integration.
Published by Techaffinity(about 17 days ago)
Free
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8
Version History
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.
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OverviewRatings and ReviewInstallation InstructionsPrivacy & Security
The PipelineDeals CRM and Freshchat integration will enable Freshchat customers to directly gather contact information from their 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: • Enables agents to access detailed user information from PipelineDeals and view it directly within 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.
Prerequisites: - A PipelineDeals account is required to use this app. You will need the following details for installation: - PipelineDeals API Token: To retrieve the API token, click the profile icon in the top-right corner of the PipelineDeals app, select Account Settings, and scroll to API Integration to find the API key. - APP Key: Click the profile icon in the top-right corner, navigate to Account Settings, and scroll down to API Integration to locate the APP key. - Ensure the app has been created, as you will need both the APP key and API key for configuration. - Make sure that there are no leading or trailing spaces in the entered details. - After installation, you will be redirected to the Apps page and receive a status update. - Once the app is installed successfully, agents will be able to view the PipelineDeals app in the User Information Panel.
The information listed below is provided by the App Developer Partner pertaining to the data privacy policies of the latest app version available on the Freshworks Marketplace. The App Developer Partner is solely responsible for the accuracy of the information provided.
What is End-User data?
Any information that is generated or provided by individuals while using your apps in connection with Freshworks products.
Data Management and Storage
Does your app use AI or GenAI features?
No
Does your app use "Freshworks AI powered features or Freddy AI" and comply with Freshworks AI powered features and Freddy AI terms?
No
Does your app collect / process any End-User data?
No
Does your app store any End-User data?
No
Does your app share End-User Data with any third party entities?
No
Does your app transfer European Economic Area (EEA) residents’s End-User Data outside of the EEA?
No
Can the End-User data be exported?
No
Can End-User data be accessed through your app logs?
No
Is the End-User data encrypted at rest?
No
Is the End-User data encrypted in transit?
No
Does your app adhere to the OWASP (Open Web Application Security Project) security standard?
No
Does your app permanently delete the customer data as soon as the customer uninstalls the app?
Yes
Does your app allow customers to request a custom End-User Data retention period?
No
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