PipelineDeals Tutorial

Step 1

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

Step 2

Here you can enter your API Token.

PipelineDeals Credentials

You can find your API Token in your PipelineDeals "Account Settings".

Sending offline messages to PipelineDeals

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

Sending chat transcripts to PipelineDeals

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

  • $pipelinedeals - Create PipelineDeals contact from current chat