Pipedrive Tutorial

Introduction

The innovative sales CRM tool that allows you to manage and keep the overview of all your sales interactions. With our integration you can convert chats and offline messages into Pipedrive deals.

Register account

Step 1

Go to the Addons section and select the Pipedrive configure option.

Step 2

Here you can enter your API Token.

Pipedrive Credentials

You can find your API Token in the API panel of your Pipedrive personal settings page.

Sending offline messages to Pipedrive

After the configuration process you can send offline messages to Pipedrive. This will create a new deal.

Sending chat transcripts to Pipedrive

The same function is available for sending chat transcripts to Pipedrive. You can also trigger the action from a chat session with a chat command.

  • $pipedrive - Create Pipedrive deal from current chat