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 conversations 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 conversations to Pipedrive

In the Message Center, you can now manually send conversations to Pipedrive via the action bar above the conversation or via chat command in the input field.

  • $pipedrive - Create Pipedrive deal from current conversation

Under **All conversations** you can also send multiple conversations to the add-on.