Pipedrive by helphouse.io
Handle your Pipedrive directly in Zendesk
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호환:
Support
개발자
helphouse.io
Pipedrive integration for Zendesk Support - made by helphouse.io
With the new and enhanced Pipedrive by helphouse.io app, you can not only view but also create deals, activities, contacts, and organizations from within your Zendesk Support agent interface. Integrating Pipedrive in your Zendesk workflow has never been easier.
Core features
To illustrate how the Pipedrive integration for Zendesk can help your agents achieve a more efficient workflow, we’ve made a list of the integration’s core features below:
View & add organizations
View & add people
View & add deals
View & add activities
Easy configuration of which custom fields to show
With this feature set, new opportunities will never be missed again!
Community
We want to make sure you’re fully satisfied and just as pleased with this app as we are. So, if you’re missing a feature or think something could be changed for the better, just head over to our community and let us know.
Made by helphouse.io - Zendesk Master Partner
This app is made by helphouse.io. We’re a 360º Zendesk consulting house and the leading Zendesk Master Partner in Europe.
We’re experts in customer experience and Zendesk. And besides creating apps for Zendesk Marketplace, we also help companies implement and optimize Zendesk.We’ve already helped dozens of companies save time and money doing just that. Feel free to reach out to us if you have any questions.
설치 방법
Requirements
To install the Pipedrive app, you just need to be an admin of your Pipedrive account. Super easy!
How to install
Install the app.
Go to a Zendesk ticket or user, where you'll find the app in the sidebar on the right side of the ticket.
A setup wizard will show.
- In the Pipedrive subdomain field, fill in your Pipedrive subdomain. The subdomain can be found in the browsers address bar when logged in to your Pipedrive, like https://my-awesome-company.pipedrive.com. You should only enter the subdomain (eg., my-awesome-company).
- Grab your API key from Pipedrive. Follow this guide from Pipedrive: How to find your personal API key.
In the Pipedrive API Key field, fill in the API key.
Click the authorize button.
The app is now properly configured and will fetch the requester of your ticket from Pipedrive. If this is not the case, you will be asked to reauthorize it.
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