Is a Customer Portal Possible Through Pipedrive?
We are looking for a way to add a customer portal. We already have a form where a customer inputs their information, then we can send emails and invoices to them through Pipedrive. However, for the customer portal we would want the customer to be able to fill in forms, make payments, view their account information, and receive and view offers sent to them, through the customer portal. If this is not possible through Pipedrive and it's apps and integrations, we are open to something complete different, if it works.
Boris Tsibelman Posts: 999edited March 2021 #2
You can create a custom portal utilizing Pipedrive Data, but there is not actual portal that you can create for customers through Pipedrive direct.0
Kurt Jones_71 Posts: 50edited March 2021 #3
Not really. You can't easily limit their access to only their data.0
Inês Batata Admin Posts: 2,925edited March 2021 #4
Thank you for your suggestion @Jay C , it's an interesting idea.
There has been talk about that possibility now and then but currently there are no direct plans for it.
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