Pipedrive
Verified by FreshworksThe PipeDrive-Freshchat integration lets you access PipeDrive customer data inside your Freshchat inbox.
Published by Artis(about over 5 years ago)
By clicking on "Install", you acknowledge and agree that your access and use of this application will be governed by the developer's terms of service and privacy policy. Freshworks may share your contact and usage information with the developer.
The Pipedrive app allows you to view complete customer information including details of Freshchat user, associated organization and activities (Today’s & Future) right within your Freshchat inbox. If there is no PipeDrive entry for that customer, agents can simply create one with a single click.
Primary features of the app are:
1. The ‘Create Contact’ link creates a new contact inside PipeDrive CRM.
2. Under Organization, on clicking Company link, an agent can see company details and can create a new deal by clicking ‘Create Deal’ link.
3. Make the most of the Pipedrive app to gather all customer information and provide personalized and targeted customer support.
100+ installs
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To install Pipedrive app
1) Log in to your Freshchat portal and head over to the Freshchat product gallery using link https://web.freshchat.com/a/<your_account_number>/apps
2) Select ‘All’ in Browse by category and search ‘Pipedrive’ app.
3) Once you choose Pipedrive, you will be redirected to the install page for the app.
4) Login to your Pipedrive portal.
5) Select User Settings from the top right drop down menu.
6) Make sure API is selected on left menu.
7) Copy API key and Pipedrive domain from the URL and click Install.
8) Now, you can view your ‘Pipedrive’ widget in Freshchat inbox.
Data Management and Storage
Does your app use AI or GenAI features?
NA
Does your app use "Freshworks AI powered features or Freddy AI" and comply with Freshworks AI powered features and Freddy AI terms?
NA
Does your app collect / process any End-User data?
NA
Does your app store any End-User data?
NA
Does your app share End-User Data with any third party entities?
NA
NA
Can the End-User data be exported?
NA
Can End-User data be accessed through your app logs?
NA
Is the End-User data encrypted at rest?
NA
Is the End-User data encrypted in transit?
NA
Does your app adhere to the OWASP (Open Web Application Security Project) security standard?
NA
Does your app permanently delete the customer data as soon as the customer uninstalls the app?
NA
Does your app allow customers to request a custom End-User Data retention period?
NA
For more information related to privacy and security, reach out to developer support
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Version History
This is the first version. Release notes not yet available.