pipedrive

Pipedrive CRM App

Zendesk - support

Display your Pipedrive customer details and deal data directly in Zendesk

App Details

  • Author:HelpHouse ApS
  • Support:Email / Website
  • This is an app. It will install right into your Zendesk Support account.

 

Description 

With the Pipedrive CRM App you can view the following data directly in your agent interface:

  • View Organization data
  • View People data
  • View Deal data
  • View Activity data

You can also add customfields from your pipedrive Organizations and People.

Your agents will never miss important data from Pipedrive again!

 

Installation

Grab you API key from Pipedrive - Follow this guide from Pipedrive: How to find your personal API key

  • Insert your API key in the field marked API token
  • Enter the org custom field names in the next text field - One field name pr. line. You can find the field names here: https://<yoursubdomain>.pipedrive.com/settings/table_column/edit/org
  • Enter the people custom field names in the last text field - One field name pr. line. You can find the field names here: https://<yoursubdomain>.pipedrive.com/settings/table_column/edit/people

Click Save settings and you are good to go!

 

 

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