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.
Install
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.
Not an Admin? Share this app with your admin to install it for you.
Version History
2.0 (June 2025)
Updated the platform version from 2.2 to 2.3 and addressed the suggested bug fixes as well.
1.0 (August 2019)
No release notes found
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