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Pipedrive

A sales conversation becomes a Pipedrive lead or deal, with the transcript attached.

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01功能说明

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.

02如何启用

  1. Copy your personal API token from Pipedrive settings.

  2. Give the platform the token and choose the pipeline and stage a new lead lands in.

  3. Publish; the next qualified conversation shows up in Pipedrive.

03需要什么

A Pipedrive API token and the pipeline a new lead lands in.

  • PIPEDRIVE_API_TOKEN

04常见问题

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