Enable integration with Pipedrive

By integrating Pipedrive with HappyFox Chat,

  • View the list of deals created for the customer along with stages during the chat.
  • Every chat conversation with a new customer will be added as a contact on your Pipedrive account.
  • Every chat conversation will be added as an activity under respective Pipedrive contacts.
  • View visitor information on the chat window.

Only Admin has the access to Integrate Pipedrive with HappyFox Chat.

Prerequisites for the integration:

Get API key from Pipedrive:

1. Log in to your Pipedrive account.

2. Go to Settings tab → Select API → Copy the API Key.

Steps to integrate Pipedrive with HappyFox Chat:

Step 1: Login to your HappyFox Chat account (New to HappyFox Chat? Sign Up here). 

Step 2: Go to Apps → Pipedrive.

Step 3: Click on INSTALL button.

Step 4: Enter your Pipedrive account's API key → Click Connect button.

Step 5: Set your preferences under Settings → Click Update settings button.

Video Tutorial for Pipedrive integration with HappyFox Chat:

You have now integrated Pipedrive and HappyFox Chat accounts successfully.

Pipedrive information on HappyFox Chat 

Now, You can see the visitor's deal from Pipedrive in the chat screen.

Note: To refresh the customer information area, simply type '!' and choose !refreshvisitordata.

On clicking the deal, see the list of deals:

When agent clicks on a deal, details of the deal will be displayed along with the stage of the deal.

On Pipedrive, at the end of each chat conversation, an activity is added to each contact as "HappyFox Chat" type.

On clicking the Chat conversation link, you will be taken to "HappyFox Chat" activity type.

HappyFox Chat integration with Pipedrive keeps you updated with your visitor deals and its statuses for faster chat resolutions. 

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  • 30-Dec-2016
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