Pipedrive CRM Integration with Live Chat

Pipedrive Overview

Pipedrive is a cloud-based customer relationship management (CRM) mostly preferred by small and medium businesses (SMBs). The tool helps in handling sales processes effortlessly empowering sales reps to shorten the sales cycles and close deals faster. 

The sales pipeline management tool enables businesses to plan their sales strategy better. The sales CRM tool offers key features like email integration, goal tracking, reporting, and forecasting. Its visual sales pipeline notifies the agents to take the right actions and stay organized in the complex sales process.

REVE Chat integration with Pipedrive

REVE Chat is an AI-based omnichannel live chat platform that allows providing real time sales & support assistance across multiple channels. The automated platform help to qualify visitors into leads  24×7 with prompt answers to common sales FAQs. It also offers a complete customer engagement toolkit with video chat & co-browsing solutions to identify issues faster and improving response time.

REVE Chat’s live chat integration with Pipedrive allows users to easily convert the conversation history and offline messages as deals. It helps to organize your contacts, clients, and deals through the overview panel which gives complete control of your sales process.

With the successful Pipedrive live chat integration, it easy to manage your sales personas directly. It helps to close more deals and drive your business revenue. The reliable CRM software, allows you to map out each step of your sales process effectively.

Key benefits of REVE Chat integration with Pipedrive 

  • Instantly connect with your prospects on the website and boost your online conversions.
  • Engage, qualify, and capture prospects with bots to automate lead generation 24×7.
  • Automatically transfer your conversations and contacts to your Pipedrive CRM.
  • Connect with the right sales reps instant and shorten the sales cycle with advanced routing and visitor analytics.
  • Improve your sales productivity by providing faster assistance to customers and convert them to the sales funnel.
  • Strengthen your customer relationships by offering an instant response to sales-related queries.

REVE Chat and Pipedrive integration process

You can integrate Pipedrive with REVE Chat from the marketplace or follow the step-by-step tutorial. 

If you do not have a REVE Chat account, you can sign up to create an account. Then you can configure Pipedrive from REVE Chat dashboard>>Integrations>>Plugins>>CRM.

Pipedrive Live Chat Integration Instructions

  1. Login into REVE chat dashboard
  2. Go to  Integrations > Plugins

    Pipedrive live chat integration

  3. Click plugins

    pipedrive live chat integration

  4. Find Pipedrive from the list of the available plugins and click Integrate

    Pipedrive live chat integration

  5. You should get the API token from your Pipedrive account. Once you login to Pipedrive, click on your profile and then Personal preference. You will find your API token there.

    Pipedrive live chat  integration

  6. You need to fill up and submit a form with your Pipedrive account credentials to integrate with REVE Chat. Fill up the form with your Pipedrive API Token and check the ticket setup in which way you want to save your transcript.

    pipedrive live chat integration

  7. Click “Save” to finish the installation. You will see a successful message if integration is completed successfully. You have now connected the REVE Chat with your Pipedrive CRM.

How to see created contact and notes in Pipedrive?

You can go to ‘Contacts’ & Select any contact to find the details and view the transcripts under the comment section.

Pipedrive live chat integration

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