PipeDrive CRM plugin

The Pipedrive Integration v2 plugin enables you to add a Pipedrive widget into your LiveAgent contact's 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. By using this plugin you can view and register Pipedrive deals directly in LiveAgent while communicating with your customers.

To set the plugin up please go through the following steps.

1. Enable the plugin in LiveAgent under System->Plugins and activate the Pipedrive Integration v2 plugin.

 

2. Authorize the plugin by clicking on the More info button on the right side of the plugin and following the instructions there.

 

3. When authorization is finished, you will be able to see a Pipedrive icon in your contact's info/details panel.

 

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

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