PipelinesDeals CRM

View customer information from PipelineDeals within Freshdesk and provide personalized customer service.

Not compatible in old look

Install available only on Desktop

Version : 1.0

Published by Artis
12 months ago

in CRM

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

PipelinesDeals CRM

View customer information from PipelineDeals within Freshdesk and provide personalized customer service.

					        	The PipelineDeals app allows you to view complete customer information including details of ticket requester, associated organization activities from PipelineDeals, right within your ticket detail page. 

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

The ‘Create contact’ link creates a new contact inside Pipelinedeals CRM. 
By following the link under Deals, an agent can see Deal names inside PipelineDeals CRM and can even create a new deal by clicking on the ‘Create deal’ link.
Also, agent can view the “Activities” right from the widget
					        	
							Access key: PipelineDeals API key - A support agent can get the API key from the PipelineDeals portal.(You need to enable API access for your PipelineDeals account)
    - Select ‘Account settings’ from the top right drop-down menu.
    - Click on PipelineDeals API from the left menu
    - Copy API key

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

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

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