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Pipedrive integration: manage your Leads straight from the chat!

by Krzysztof Kraus

Integrate LiveChat with Pipedrive and give your agents the possibility to create new Persons straight from the chat. What’s more, you can save your chat transcripts as Notes, that can include not only a transcript of a conversation but also additional information about your customers.

  • Installation – learn how to connect your Pipedrive with LiveChat;
  • Usage – learn how to use your Pipedrive integration.

Installation

  1. Click here to access your LiveChat’s Marketplace. To proceed, go to the Apps section.
Go to the Apps section in Marketplace
  1. On the list of available apps, look for Pipedrive and click on Install button.
Install Pipedrive app, available on LiveChat Marketplace
  1. After successful installation, go to the Tickets section of your LiveChat. There you will see a new Pipedrive icon, available at the top right section of your App. Click on it to proceed with Pipedrive configuration.
Open Pipedrive to proceed with configuration
  1. Now, click on Connect to link your Pipedrive account with LiveChat.
Click on Connect to link your Pipedrive with LiveChat
  1. You will be prompted with the Pipedrive authorization screen. There, provide your Pipedrive credentials and click on Log in.
Provide your Pipedrive credentials and click on Log in
  1. All that is left is to click on Continue to app button.
Click on Continue to app to finalize the process

Done! Your Pipedrive is now connected with LiveChat, and you can start using the integration right away! To learn more about what you can do with our integration, see the chapter below.

Usage

Pipedrive integration allows you to not only add your customer as Person, but also save the transcript of the conversation and attach it as a Note! So, how to do that?

Add new Person

  1. There are two ways of adding new Person to your Pipedrive account. First, go to the Chats section and choose one of your ongoing conversations.
Choose one of the ongoing conversations
  1. While in Chats, you can either click on the Add Person button available right under the Customer details section…
Add new Person right from the Customer Details section
  1. …or you can open your Pipedrive app, by clicking on the Pipedrive icon available at the top right section of your LiveChat.
Open Pipedrive app, available at the top right section of your LiveChat
  1. Once your Pipedrive is open, you can provide additional information about your customer, like phone number or organization. Once you’ve done that, click on the Add to Pipedrive button.
Provide additional details about your Person and click on Add to Pipedrive to proceed

That’s it! Your customers is now listed as a Person, both in LiveChat and in your Pipedrive dashboard!

A new Person listed in Pipedrive app
Note that you can also add a new Person from the Archives section in your LiveChat.

Add chat transcript to Person

Once your customer is listed as a Person, you can enrich his profile with a Note. A Note can include not only a transcript of a chat with your customer, but also other information that you can add by editing a Note.

  1. To add a Note, you can either click on the Add transcript to Notes button available right under the Customer details section…
Click on the Add Transcript to Note button, available under the Customer Details
  1. …or you can click on the Add transcript to Notes button, available while viewing your customer’s profile in Pipedrive app.
Click on the Add Transcript to Note button
  1. To view all of the Notes attached to a Person, visit the Notes section.

Don’t forget that you can also edit or delete a note attached to a Person.

Edit or delete Note attached to a Person
Note that you can also Add transcript to Notes from the Archives section in your LiveChat.

Add chat transcript to Deal

  1. To add a transcript to a Deal, go to the Chats section of your LiveCjat and choose one of your ongoing conversations.
Choose one of the ongoing conversations
  1. Now, open your Pipedrive app by clicking on the Pipedrive icon available at the top right section of your LiveChat.
Open Pipedrive app, available at the top right section of your LiveChat
  1. To add a transcript to a Deal, simply hover your mouse over Deal displayed in the Pipedrive app…
Note that the option to add a transcript to a Deal is available only when the Deal is already created in Pipedrive.
However your mouse over Deal displayed in Piperdrive app
  1. …and click on Add Transcript button.
Click on Add Transcript button

And that’s it! Now you can view the transcript added to the Deal straight in your Piperdrive dashboard.

View the transcript added to Deal straight in Pipedrive dashboard

Now you’re ready to use the full potential of our Pipedrive integration! Feel free to check out our other articles! Also, in case of any questions, feel free to start a chat with us – we are available 24/7/365!

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