Integration
Pipedrive integration
Connect Pipedrive to Herodesk and get a full CRM overview (contact, deals and activities) next to every conversation.
Free VIP onboarding included for every customer.
Helpdesk for Pipedrive
The full CRM picture, next to every conversation
Herodesk connects directly to Pipedrive and looks up the person by their email address. Their contact details, deals and upcoming activities appear in the sidebar the moment you open the conversation.
- Everything in one place.
- Right next to your customer's question you get their Pipedrive person details, every deal with its stage and value, and their upcoming activities.
- Reply to customers faster.
- With CRM context on screen you understand the relationship instantly, so your replies are quicker and more relevant.
- Sales and support in sync.
- Support sees what sales is working on and acts on it: no switching to Pipedrive, no guessing where a deal stands.
Features
Everything the Pipedrive integration includes
Connects in minutes and looks up the contact automatically by email.
- Automatic contact lookup
- Herodesk matches the conversation's email address to the Pipedrive person and pulls their details in automatically.
- Person details
- See the contact's name, organisation, email, phone and the owner assigned to them in Pipedrive.
- Deals overview
- Every deal is listed and colour-coded as open, won or lost, with rotten deals flagged at a glance.
- Deal details
- Open any deal to see its status, pipeline stage, owner, value, created and last-updated dates, and the next scheduled activity.
- Activity timeline
- See the contact's activities (calls, meetings, tasks, deadlines and emails) with due dates, owner, linked deal and notes.
- Open in Pipedrive
- Jump straight to any person, deal or activity in Pipedrive in a single click.
Give your team time back
Start your free trial with free VIP onboarding. Meet a product specialist online and get personal help until everything is up and running to your satisfaction.
Ken Primby
CEO · Pluspige
From a Herodesk customer
4–6
hours saved on cleanup after live sales
Read the customer story“Herodesk brought all our channels together, saved us several hours of manual cleanup after our live sales and gave the team a clear overview.”