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Customer support
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How to integrate multiple pipelines efficiently?

Dear Pipedrivers,

my company is currently planing to pull our entire customer interactions into Pipedrive. It started with Sales, than Onboarding and now we are considering implementing the entire Customer Support into Pipedrive as well.

There is one major issue, that I just couldn't work out so far, though: Efficiently connecting each Pipeline to the next.

What exactly is the issue?

For multiple reasons, we not only use different Pipelines, but also a different version/copy of the original Sales Deal: We want to keep insights useful and mark Deals that are won as "won". If you do that, you have... (More)

Setting an alternate reply to address for emails sent from Pipedrive

Use case is:

  • customer receives an email created in Pipedrive and sent with Gmail synch
  • the 'reply to' address is set to a different address than the email sender address (the address that is synched with Pipedrive)
  • this will enable all replies to be sent to one address that is delivered direct to a Sales Team in Intercom and avoid having to have the whole team's email addresses all delivering into Intercom separately
  • It would also be helpful for specific campaigns to have a different reply to address
  • this can be achieved by mirroring the settings in Gmail where a... (More)
Randy Farr
Just a Boomer doing my job

This would be big. But i'd like to have support tickets 'lite' as a left hand side selection.

so it would bring up a list of tickets associated with companies/persons - so we could continue down the path of a complete customer lifecycle.  Wouldn't have to be as robust as zendesk.

Chat bot & Live Chat tips needed!

We have recently introduced the Chat Bot > Live Chat feature onto our platform as a way to boost lead generation and to gather CSAT feedback.

However, we are keen to 'see it in action' or have some examples before we settle on the flow we use, message types, waiting times etc. 

Is there anyone here that would be willing to share that you use the Chat Bot / Live Chat feature so that I can visit your website/platform for research? Happy to post a review or recommendation to compensate.

Thanks so much!