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.
Install
OverviewRatings and ReviewInstallation InstructionsPrivacy & Security
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.
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.
Not an Admin? Share this app with your admin to install it for you.
Version History
This is the first version. Release notes not yet available.
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