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Pipedrive

Integration provides relevant Pipedrive information of a customer to agent while on a call.
Free
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41 installs
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By clicking on "Install", you acknowledge and agree that your access and use of this application will be governed by the developer's terms of service and privacy policy. Freshworks may share your contact and usage information with the developer.
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OverviewReviewsHow to install?Privacy & SecurityNew
The Pipedrive app allows you to view complete customer information including details of caller, associated deals, leads, and activities (Today’s & Future). Call details would also be passed back to Pipedrive by creating activities based on configured mapping rules. The primary features of the app are: - Configure Pipedrive Activity creation rules for Incoming and Outgoing calls. - Create Activity with relevant call details like Caller ID, Notes, Duration, Agent Details, Recording link (if present), call transfer details(if transferred) - Automatically create a contact in Pipedrive when contact does not exist. - Create a new Deal, Lead, Organization from Freshcaller. - Make the most of the Pipedrive app to gather all customer information and provide personalized and targeted customer support. - Increases agent productivity.
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Refer to the solution article for app installation instructions: https://artissol.freshdesk.com/en/support/solutions/articles/32000030153-pipedrivev2-for-freshcaller
The information listed below is provided by the App Developer Partner pertaining to the data privacy policies of the latest app version available on the Freshworks Marketplace. The App Developer Partner is solely responsible for the accuracy of the information provided.
What is End-User data?
Any information that is generated or provided by individuals while using your apps in connection with Freshworks products.
Data Management and Storage
Does your app use AI or GenAI features?
NA
Does your app comply with Freshworks AI powered features and Freddy AI terms?
NA
Does your app collect / process any End-User data?
NA
Does your app store any End-User data?
NA
Does your app share End-User Data with any third party entities?
NA
Does your app transfer European Economic Area (EEA) residents’s End-User Data outside of the EEA?
NA
Can the End-User data be exported?
NA
Can End-User data be accessed through your app logs?
NA
Is the End-User data encrypted at rest?
NA
Is the End-User data encrypted in transit?
NA
Does your app adhere to the OWASP (Open Web Application Security Project) security standard?
NA
Does your app permanently delete the customer data as soon as the customer uninstalls the app?
NA
Does your app allow customers to request a custom End-User Data retention period?
NA
For more information related to privacy and security, reach out to developer support

App Info

Published by Artis
about over 4 years ago
Version: 2.0 Version History

Works with

Supported for

Categories

Agent Productivity  CRM, Sales & Marketing

Other Resources

Please visit the vendor’s website for privacy policy and terms of use.
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