CRM, helpdesk and sales
Pipedrive
A sales conversation becomes a Pipedrive lead or deal, with the transcript attached.
This connection is on the way
It is not something you can switch on yet. Here is what it will do and how it will be set up, so you know what to expect.
01What it does
Qualified visitors become leads and deals
Connect Pipedrive and your mate creates a lead from a qualified visitor, attaches the conversation as a note, and moves a deal when the customer confirms a next step.
02How to switch it on
Copy your personal API token from Pipedrive settings.
Give the platform the token and choose the pipeline and stage a new lead lands in.
Publish; the next qualified conversation shows up in Pipedrive.
03What it needs
A Pipedrive API token and the pipeline a new lead lands in.
PIPEDRIVE_API_TOKEN
04Questions
Be the first to know
Tell us this is the channel you want and we will let you know the day it opens.