Download our latest Desktop App (v2.0.2)
By integrating Pipedrive with HappyFox Chat,
Only Admin has the access to Integrate Pipedrive with HappyFox Chat.
Get API key from Pipedrive:
1. Log in to your Pipedrive account.
2. Go to Settings tab → Select API → Copy the API Key.
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.
You have now integrated Pipedrive and HappyFox Chat accounts successfully.
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.