Pipedrive

Pipedrive CRM Integration with the REVE Chat Omnichannel Platform.

You can integrate Pipedrive with REVE Chat from the marketplace or follow the step-by-step tutorial from below.

If you do not have a REVE Chat account, you can sign up to create an account. Then you can configure Pipedrive from REVE Chat dashboard>>Integrations>>Plugins>>CRM.

Instruction for Pipedrive Integration

1. Login into REVE chat dashboard

2. Navigate to the integration menu(green box) using the left nav bar. Then click the integration tab(blue box) and scroll down till you find Pipedrive from the list .

   

   To integrate Pipedrive, you have to click the integrate button
3. Click the integrate button(yellow box). Before integrating make sure you are logged in to your Pipedrive account.

4. A side bar will appear, click the connect button(purple box) to begin integrating with REVE chat.

   

   Press connect to start the integration process
5. A new pop-up will appear. If you are logged in to your Pipedrive account, your account name will appear with requesting permission to allow REVE chat connect with the CRM.

Click "Allow and Install" to allow REVE chat to connect successfully

6. After clicking "Allow & Install" Pipedrive will be linked with REVE chat. Select your preferences by ticking the checkboxes and save it by clicking the "Save" button.

Select your preference and click save

How to see created contact and notes in Pipedrive?

You can go to ‘Contacts’ & Select any contact to find the details and view the transcripts under the comment section. As this account was used for tutorial purpose the contact list is empty.

Where contacts are created by REVE chat automatically in Pipedrive

Any questions? Please email us at [e-mail] or scan to chat with us.