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PipelineDeals CRM

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View key details about your PipelineDeals customers directly from Freshchat with this integration.
Published by tag(about over 5 years ago)
Free
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8
Version History
Version 1.0
Supported for
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.
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OverviewRatings and ReviewInstallation InstructionsPrivacy & Security
The PipelineDeals CRM and Freshchat integration will enable Freshchat customers to directly gather contact information from your existing PipelineDeals CRM account and view it in Freshchat. PipelineDeals CRM is an essential tool to help you stay connected with your customer information and integrating this application with Freshchat pulls the customer information from PipelineDeals CRM using email id, if multiple contacts exist with the same address, all of them will be displayed in the form of a modal. The benefits of using this app are: • Helps agents find more information from PipelineDeals about the users and displays freshchat. • This integration pulls details such as customer name, company name, contact address, phone number and mobile numbers from PipelineDeals and makes it available to Freshchat agents. • Assist agents to chat/respond fittingly to the user’s conversations. • Provides more targeted and personalized customer service for your customers. Note: You will need user authentication to set up this integration.
Pre-Requisites: - This app needs you to have an account with PipelineDeals. - You need the following details to install the app. 1. PipelineDeals Api Token (To get Api Token from PipelineDeals account, Click on Top right Icon Name in PipelineDeals App and Select Account Settings and then navigate to the PipelineDeals API). - Make sure that there are no trailing/leading spaces. - You'll be redirected to the Apps page and informed about the status. After successful app installation, agents can view the PipelineDeals app in the user Information Panel.
The information listed below is provided by the App Developer Partner pertaining to the data privacy policies of the latest app version available on the Freshworks Marketplace. The App Developer Partner is solely responsible for the accuracy of the information provided.
What is End-User data?
Any information that is generated or provided by individuals while using your apps in connection with Freshworks products.
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
Does your app transfer European Economic Area (EEA) residents’s End-User Data outside of the EEA?
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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