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Pipedrive Integration

Introduction

Seamlessly connect Pipedrive with Worxmate to streamline customer service operations while aligning them with your business objectives. By integrating Pipedrive’s powerful features—Knowledge Base Management, Document Management, Communication Management, and Client History—with Worxmate, you can enhance client interactions, boost team productivity, and drive exceptional customer experiences.

Key Benefits of Integration:

✅ Optimize client interactions with automated workflows.

✅ Track and manage customer support metrics aligned with business goals.

✅ Enhance collaboration between service teams and other departments.

✅ Generate actionable insights by combining customer service data with strategic objectives.

Integration Setup

1. Authentication

To configure the Pipedrive Integration in Worxmate, follow these steps:

1️⃣ Log in to your Worxmate account.

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️2. Navigate to Settings from the main menu.

3️⃣ In the Integrations section, locate and select Pipedrive.

4️⃣ Click “Configure” and enter the following details

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Click “Configure” and enter the following details:

  • API Token
  • Domain
  • Connection Name

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you will see that your connection has been successfully added.

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Go to the OKR section, add an Objective and Key Result, and enable Auto Check-in.

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2. Auto Check-In Setup

 

1️⃣ Select Pipedrive from the Auto Check-in section.

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2️⃣ Choose your workspace and retrieve the desired value.

Your check-in will now be visible under Key Results.

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By integrating Pipedrive with Worxmate, you ensure a smooth workflow, better customer insights, and data-driven decision-making for your business.