See how to integrate Tidio with the Pipedrive account to create new deals straight from the conversations.
In this article, you'll learn:
Integrate Tidio with Pipedrive
Open your Tidio admin panel and navigate to the Integration section located in the left sidebar, right above Settings. Then, click on the Pipedrive tile.
After you've selected it, click on Install Pipedrive.
To fully integrate Tidio with Pipedrive, you need your API Key. To get this data, please log into your Pipedrive account. Now go back to your Tidio Chat panel to paste the API token into the Pipedrive app in the Apps section.
Click the Add button, and you're done! Your chat is now fully integrated with Pipedrive.
To create a deal, click on the three-dot menu in the upper right corner of the conversations panel.
Comments
0 comments
Please sign in to leave a comment.