Pipedrive

Everything in one place

When you open a conversation with a customer, Herodesk automatically looks up their email in Pipedrive and displays relevant CRM information directly in the interface. Right next to the customer’s message, you can see their contact information from Pipedrive (name, email, phone number, and organization) as well as all deals associated with them in Pipedrive, including status and history – without leaving Herodesk.

Automatic customer lookup

Customer data is automatically retrieved from Pipedrive based on the customer’s email address.

This means your team is always working with up-to-date information and avoids manual lookups and system changes.

Quick shortcuts

From Herodesk you can quickly:

– Open the customer directly in Pipedrive

– See and access all customer deals in Pipedrive

– Get an overview of the customer relationship and history

All with just a few clicks, directly from the customer call.

Answer customers faster

When contact information and deals from Pipedrive are easily accessible in Herodesk, it’s faster to understand the customer’s situation and provide an accurate response. And faster, more relevant responses lead to better customer experiences.

Pipedrive

Better customer service with CRM data

Our Pipedrive integration is designed for teams where sales and customer service work closely together. Bringing CRM and support together in one place gives your team the context they need to deliver top-notch service – every time.

Updated customer data

Customer contact information and organizational data is displayed directly in Herodesk and kept in sync with Pipedrive, so your team always has access to the latest information.

Full customer overview

See customer history, relationship and all deals from Pipedrive while handling support requests. This provides more relevant answers and a more personalized dialogue.

More effective collaboration

When customer service has access to both contact information and deals from Pipedrive, the collaboration between sales and support becomes smoother. No information is lost and the customer experiences a more cohesive service.

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If you have already pre-paid for another helpdesk, we will give you Herodesk Plus for free until the other subscription expires.

Create your account today and contact us to claim the free subscription.

Questions & Answers

Do you have questions about our integrations?

We have created a guide to help you get started with our integrations. If you still have questions, please feel free to contact us.

Herodesk is a modern helpdesk solution designed to help small- and mid sized businesses handle customer support efficiently and professionally.

You can start with a 14-day free trial. Create an account here: https://app.herodesk.io/signup and follow our onboarding guide to get started.

Herodesk supports Danish, English, Swedish and Norwegian. More languages are being added continuously. Our AI translation can, however, translate all incoming and outgoing messages to and from any language.

No, we do not. Herodesk is designed for small and medium-sized businesses, and our product and billing model is designed thereafter. That being said, everyone is more than welcome to use Herodesk. We do not, however, offer enterprise solutions, customized plans or service level agreements. Our general Terms of Service, which applies to all our customers, can be found here: Terms

Yes! Send us your latest invoice from the other provider. We will give you Herodesk Plus free of charge for the period you’ve already pre-paid with the other provider. Afterwards, you will pay for Herodesk as per our regular pricing and terms.

Herodesk is built for small and mid-sized companies, especially webshops and online businesses, who want an easy-to-use customer service tool without enterprise-level complexity or cost.

Unlike larger and most other tools, Herodesk is super simple, lightweight, fast to set up, affordable, and built with local support in mind. We focus on making customer service simple while still offering advanced features like automation, integrations, and AI.

No, Herodesk is designed for non-technical users. Everything is set up in our simple control panel.

For custom integrations, developers can use our API & webhooks.

And we’re here to help if needed, as free support is included in all plans.

Herodesk is hosted in the EU (Germany) and is 100% GDPR-compliant.

An AI Agent is an autonomous agent in Herodesk, trained on your business data that can write suggested replies to your customers emails, or be deployed in your live chat to function as an AI Chat bot on your website/webshop. They are configured to match your businesses brand and tone-of-voice.

AI Agents are billed per resolution. One resolution is either an applied suggested reply or a completed chatbot conversation. If the customer asks to be transferred to a human or if the chatbot cannot answer the customer’s question, it is not a resolution, thus not billed. We believe this is fair, as you only pay for the cases where the AI Agent is valuable and solves the customers’ questions.

First, create a live chat channel and add it to your website. Then, create an AI Agent in Herodesk and deploy it to your live chat. Then the AI agent will work as an AI Chat bot on your website.

You can always upgrade between our plans from your control panel. Upgrades take effect immediately, while downgrades are done at next renewal.

Yes. There are some limitations to our Herodesk Free plan (see above), but as long as you can work within those, it is indeed free of charge. If or when you need to upgrade to Herodesk Plus, your existing account will be upgraded, and all conversations, contacts, settings etc., will stay the same.

You can cancel your account at any time via the control panel. There are no cancellation fees. Suppose you cancel your account in the middle of a billing cycle. In that case, it will continue to function until the end of the billing cycle. At that time, we will have disabled the automatic renewal. The account will be disabled and later deleted if you do nothing more.

We only accept online payments with credit cards. We accept all VISA and Master Card credit cards.

Everyone automatically receives a 20% discount when committing to an annual payment plan instead of making month-over-month payments. For non-profits, educators, or students, please create your account and contact us, and we will provide you with an additional 25% discount.

As a general rule, we do not offer refunds; however, we strive to be fair, so there are exceptions listed in Section 4 of our Terms. E.g., if you forget to cancel your account just before renewal. You can find them here: Terms

Yes, you can change your billing frequency in your control panel. Any changes will be applied from the next renewal of your subscription.

No, unfortunately not. All users in your Herodesk will be on the same plan. Many of the functions, such as AI rules, work on all conversations, regardless of which user handles them. That’s why they must all be on the same plan.

Herodesk integrates with many different support channels, webshop platforms, ERP/CRM systems, etc. You can see the full list of integrations here.

No. Features are locked to the plans that are in. If you need something from a bigger plan, you must upgrade to that plan.

Yes, Herodesk includes a customizable live chat widget you can install on your website.

You can combine this with our AI Agents and deploy them in your live chat to have an AI Chat bot on your website, too.

Yes, we have an extensive library of video tutorials and documentation for all features. You can find the full documentation here: https://help.herodesk.io/en

All our customers have free and unlimited access to our support team. Write an e-mail to support@herodesk.com and our team will get back to you in a jiffy. Herodesk Plus customers are offered 1:1 video support when needed.

Send an email to support@herodesk.com and we’ll get back to you ASAP. We do not offer phone support, but we respond to emails promptly.

Didn’t find the answer you were looking for?

Pipedrive

Everything in one place

Automatic customer lookup

Quick shortcuts

Answer customers faster

Better customer service with CRM data

Move to Herodesk

Do you have questions about our integrations?

Try HeroDesk for free