PipelineDeals Tutorial

Introduction

The sales CRM tool that helps you to organize, track, and manage your deals, leads, and contacts. With our integration you can convert conversations into PipelineDeals contacts to keep track of your customer interactions.

Register account

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 conversations to PipelineDeals

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

  • $pipelinedeals - Create PipelineDeals contact from current conversation

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