Pipedrive Tutorial

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