PipeDrive CRM plugin

The new PipeDrive CRM plugin enables you to add a PipeDrive CRM widget into your ticket info/detail panel that is located on the right-hand side of each open ticket. Once the plugin is enabled, you will be able to register new deals and get instant access to information about existing deals pertaining to the customer you're assisting within your LiveAgent dashboard. When LiveAgent connects your PipeDrive account (defined in the plugin configuration section), it will run background checks on PipeDrive deals, their statuses, and values. All this information will be shown in the PipeDrive widget that is displayed in your ticket info panel. By using this plugin you can view and register PipeDrive deals directly in LiveAgent while communicating with your customers.

To activate your PipeDrive CRM integration, please follow the following steps:

1. In your PipeDrive account, click Your account > Settings > Personal Preferences and open the tab API where you will find your API token. Click on Copy. 

2. In LiveAgent, click System> Plugins and activate the PipeDrive integration plugin.

3. When the plugin is activated, click on the configuration button of the plugin and fill in the plugin setup window with the following information:

  • The URL address of your PipeDrive account that you want integrated
  • The API key you copied from your PipeDrive settings in step 1

 

4.  When correctly configured, you will be able to see a PipeDrive icon in your ticket info/details panel.

5. Once you click on the PipeDrive icon, you'll be able to add and see all PipeDrive deals registered for the customer which you are assisting in LiveAgent.

 

Warning:
 If you will see a similar error message when adding a new deal for your customer, the reason is incorrect contact details for that customer in LiveAgent, most probably an incorrect format of phone number.
   

 

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