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Pipedrive

Pipedrive people and deals next to the chat; create deals and log conversations.

CRM & contacts · Built by Frosvo

See the customer's Pipedrive person, organisation, owner and deals beside the conversation, create a person or a deal in one click, and log conversations as notes — automatically when they're resolved, if you like.

Setup: in Pipedrive, Personal preferences → API → copy your personal API token.

What it can do in your workspace

  • Shows information and buttons next to your conversations
  • Is told when: contact.created, contact.updated, conversation.resolved

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