Connecting Pipedrive with Trengo

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:

  1. Go to your navigation panel >settings >settings >Apps & Integrations.

  2. Click on 'Apps' and then on the green + sign.

  3. Next, name your new integration and select 'Pipedrive' as the app-type.

  4. Click on save.

  5. 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. 👍🏼