Pipedrive

View customer information from Pipedrive within Freshdesk and provide personalized customer service

Not compatible in Old Look

Install available only on Desktop

Version : 1.0

Published by Artis
10 days ago

in CRM

Help and Supportsupport@artissol.com http://www.artissol.com

Pipedrive

View customer information from Pipedrive within Freshdesk and provide personalized customer service

					        	The Pipedrive app allows you to view complete customer information including details of ticket requester, associated Organization, and associated Activity from Pipedrive, right within your ticket detail page. 

If there is no Pipedrive entry for that customer, agents can simply create one with a single click.

       - The ‘Create Contact’ link creates a new contact inside Pipedrive CRM. 
       - Under Organization, on clicking Company link, an agent can see company details and can create a new deal by clicking 
         ‘Create Deal’ link.

Make the most of the Pipedrive app to gather all customer information and provide personalized and targeted customer service.
					        	
							Access Key: Pipedrive API key - A support agent can get the API key from the Pipedrive portal.
- Select user settings from the top right drop-down menu.
- Make sure API is selected on left menu
- Copy API Key.

Paste it into the Pipedrive app and it is good to go.
							

Help and Supportsupport@artissol.com http://www.artissol.com

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