Connecting Pipedrive with Trengo allows you to view:
- the contact information of your contact from Pipedrive
- added notes and engagements that belong to your contacts
- deals and their statuses
directly in your Trengo inbox.
To integrate your Trengo inbox with Pipedrive you need an admin account and then:
Go to your navigation panel >settings >settings >Apps & Integrations.
Click on 'Apps' and then on the green + sign.
Next, name your new integration and select 'Pipedrive' as the app-type.
Click on save.
To activate the integration, open a conversation, and then the right sidebar to sign in to Pipedrive.
💡You don't need to be an account admin for this step
Awesome. You're all set up. 👍🏼