By integrating Pipedrive with HappyFox Chat,
Only Admin has the access to Integrate Pipedrive with HappyFox Chat. This integrations is available in Mighty plan and above.
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.
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.
After chat conversation with new customer their details will be added to Pipedrive as contact.
On Pipedrive, at the end of each chat conversation, an activity is added to each contact.
You can mark the activity as "HFChat" type.
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 clicking the Chat conversation link, you will be taken to "HappyFox Chat" activity type.
To create a contact during an ongoing chat:
Step 1 : You can turn on the setting - "Enable chat command to create contact" under settings.
Step 2:During an ongoing chat, if you wish to create a contact on pipedrive, you can simply use the chat command - !createContact (pipedrive).
A contact would be created with the visitor's name and email id.
HappyFox Chat integration with Pipedrive keeps you updated with your visitor deals and its statuses for faster chat resolutions.