Want to create a customer facing portal and integrate with pipedrive. Has anyone already done it?

Benjamin Scott
Benjamin Scott Posts: 3
edited July 24 in Apps and Integrations #1

 

Comments

  • Brad Krause_13404
    Brad Krause_13404 Posts: 518
    edited February 25 #2

    A customer facing portal that achieves what? Is it for the prospect to read or to write or both? Not sure what you are looking to accomplish by giving customers a direct connection to your sales pipeline database.

  • jams
    jams Posts: 21
    Second Anniversary Photogenic
    edited July 2021 #3

    I'm building one right now, but had to do it in tadabase.io. Pipedrive connects to Tadabase via API, and Tadabase has a customer portal. 

  • Edie Mew
    Edie Mew Posts: 147
    100 Comments First Answer 5 Up Votes 5 Likes
    edited February 25 #4

    Hi @Benjamin Scott  what sort of data are you looking to show the customer? If its to dow ith reporting & insights and showing a "dashboard" for clients to review - using the public link will work. Clients can only view but not change anything. If Pipedrive's reporting & insights arent the best solution, Plecto does the same. Plecto can also provide custom formulas for reporting on KPIs. 

  • Kurt Jones_71
    Kurt Jones_71 Posts: 51
    Solution Provider
    edited February 25 #5

    I don't understand the use case. 

  • jams
    jams Posts: 21
    Second Anniversary Photogenic
    edited July 2021 #6

    I don't understand the use case. 

    If you have a long sales cycle and/or collect a large amount of documentation during your sales process. Also if your sales process involves multiple parties that all need access to a centralized set of documents. 

    For us, the customer logs in to their portal and can see the status of their transaction(s), lists of outstanding items, upload/download documents, and provide additional information as needed.

  • Benjamin Scott
    Benjamin Scott Posts: 3
    edited July 2021 #7

    A customer facing portal that achieves what? Is it for the prospect to read or to write or both? Not sure what you are looking to accomplish by giving customers a direct connection to your sales pipeline database.

    I own a credit bureau. Customers want to order a report on their new client. They need to log into a portal, order from a list of reports we have and then submit. We, in turn, produce the report in seconds or days. We then upload the completed report in their portal for current and future revisions. 

  • Benjamin Scott
    Benjamin Scott Posts: 3
    edited July 2021 #8
    Edie Mew said:

    Hi @Benjamin Scott  what sort of data are you looking to show the customer? If its to dow ith reporting & insights and showing a "dashboard" for clients to review - using the public link will work. Clients can only view but not change anything. If Pipedrive's reporting & insights arent the best solution, Plecto does the same. Plecto can also provide custom formulas for reporting on KPIs. 

    I own a credit bureau. Customers want to order a report on their new client. They need to log into a portal, order from a list of reports we have and then submit. We, in turn, produce the report in seconds or days. We then upload the completed report in their portal for current and future revisions. 

  • Brad Krause_13404
    Brad Krause_13404 Posts: 518
    edited July 2021 #9

    A customer facing portal that achieves what? Is it for the prospect to read or to write or both? Not sure what you are looking to accomplish by giving customers a direct connection to your sales pipeline database.

    Interesting, yeah, check out that tadabase.io. posted by James. looks interesting.