Connect Pipedrive to your helpdesk
With Pipedrive connected to your helpdesk, support knows what sales agreed with a customer. On every ticket SupportChannel looks up the person in Pipedrive and shows the organisation and open deals, so you know whether you are talking to a new customer or a pending proposal.
Status: coming soon. This integration is being built and cannot be used yet. This page describes what it will do. Want to hear when it is ready? Let us know through the contact page.
What does the Pipedrive integration do?
What sales knows about a customer, support sees too: contact, company and open deals.
- The Pipedrive person, matched on email address
- That person's organisation
- Open deals with stage and value
What do you need to connect?
You enter the API token from your personal settings in Pipedrive. Preferably use a user with read-only rights.
What does support see, and what does sales see?
Support sees on the ticket what the CRM holds about the customer. If you switch on writing, sales sees in the CRM that the customer was in touch. Using another CRM? An integration with HubSpot is planned too.
How does your customers' data stay safe?
- Reading is on, writing is your choice. An integration only reads by default. Writing back, such as a note or a new contact, is switched on deliberately by an admin per connection.
- The AI never moves money. Refunds and cancellations are done by a person only, with a confirmation. The AI agent reads the order and replies, nothing more.
- An order number is not proof. We search from the ticket, on the customer's known addresses and numbers. Someone who only gives an order number hears at most the status of that one order, and only when the email address matches too.
- Keys encrypted, with the fewest rights. Each integration lists the minimum rights it needs. Keys are stored encrypted and never reach the browser or a log.
- A slow store never holds up your ticket. If a system does not answer in time, the ticket opens anyway and you see honestly which integration did not answer.