The sales CRM tool that helps you organize, track, and manage your deals, leads, and contacts. With our integration, you can convert chats and offline messages into PipelineDeals contacts to keep track of your Webvisitors’ interactions.
Go to the Addons section and select the PipelineDeals configure option.
Here you can enter your API Token.
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