Is a Customer Portal Possible Through Pipedrive?

Jay C
Jay C Posts: 1
edited July 2022 in Ideas and Product Feedback #1

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.

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  • Boris Tsibelman
    Boris Tsibelman Posts: 999
    1000 Comments Second Anniversary First Answer Combo Breaker
    edited 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. 

  • Kurt Jones_71
    Kurt Jones_71 Posts: 50
    10 Comments Solution Provider
    edited March 2021 #3

    Not really. You can't easily limit their access to only their data.

  • Inês Batata
    Inês Batata Admin Posts: 2,925
    2500 Comments Third Anniversary 5 Likes First Answer
    COMMUNITY MANAGER
    edited 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. 

    As priorities and resource allocations for development have to be distributed and unfortunately not everything can be built or at least built in the near future. That being said, we appreciate your input and use it to give our teams thinking points to be considered in the future. This is where we make all product update announcements, make sure to follow them:

    • Follow What's Planned to know what we're currently working on and what’s to come.
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