See how to integrate Tidio with the Pipedrive account to create new deals straight from the conversations. 

 

In this article, you'll learn:

Silent walkthrough. Install Pipedrive with a demo token, then create a deal from a demo conversation.

 

Integrate Tidio with Pipedrive

 

Open your Tidio admin panel and navigate to the Integrations section in the left sidebar. Then, click on the Pipedrive tile.

 

The Integrations page with the Pipedrive tile visible

 

After you've selected it, click on Install Pipedrive.

 

The Pipedrive overview with the Install Pipedrive button

 

To fully integrate Tidio with Pipedrive, you need your API token. To get this data, please log into your Pipedrive account. Return to Integrations > Pipedrive in Tidio and paste the token into Access token:. 

 

The Pipedrive connection form with the Access token field

 

Click the Add button, and you're done! Your chat is now fully integrated with Pipedrive. 

 

Make sure the contact has an email address in Tidio, or the integration action will be unavailable. To create a deal, click on the three-dot menu in the upper right corner of the conversations panel and choose Create a deal.  

 

The conversation actions menu with Create a deal available

Further reading