{"id":300531,"date":"2026-03-29T05:05:06","date_gmt":"2026-03-29T05:05:06","guid":{"rendered":"https:\/\/www.revechat.com\/?post_type=help-center&p=300531"},"modified":"2026-04-29T06:40:22","modified_gmt":"2026-04-29T06:40:22","slug":"pipedrive","status":"publish","type":"help-center","link":"https:\/\/www.revechat.com\/help-center\/pipedrive\/","title":{"rendered":"Pipedrive"},"content":{"rendered":"\n

<\/p>\n\n\n\n

You can integrate Pipedrive with REVE Chat from the marketplace or follow the step-by-step tutorial from below.<\/p>\n\n\n\n

If you do not have a REVE Chat account, you can sign up to create an account. Then you can configure Pipedrive from REVE Chat dashboard>>Integrations>>Plugins>>CRM.<\/p>\n\n\n\n

Instruction for Pipedrive Integration<\/h2>\n\n\n\n
    \n
  1. Login into REVE chat dashboard<\/li>\n\n\n\n
  2. Navigate to the integration menu(green box) using the left nav bar. Then click the integration tab(blue box) and scroll down till you find Pipedrive from the list .\"\"<\/li>\n\n\n\n
  3. Click the integrate button(yellow box). Before integrating make sure you are logged in to your Pipedrive account.<\/li>\n\n\n\n
  4. A side bar will appear, click the connect button(purple box) to begin integrating with REVE chat.\"\"<\/li>\n\n\n\n
  5. A new pop-up will appear. If you are logged in to your Pipedrive account, your account name will appear with requesting permission to allow REVE chat connect with the CRM.<\/li>\n\n\n\n
  6. After clicking “Allow & Install” Pipedrive will be linked with REVE chat. Select your preferences by ticking the checkboxes and save it by clicking the “Save” button.\"\"<\/li>\n<\/ol>\n\n\n\n

    How to see created contact and notes in Pipedrive?<\/h2>\n\n\n\n

    You can go to \u2018Contacts\u2019 & Select any contact to find the details and view the transcripts under the comment section. As this account was used for tutorial purpose the contact list is empty.\"\"<\/p>\n","protected":false},"excerpt":{"rendered":"

    You can integrate Pipedrive with REVE Chat from the marketplace or follow the step-by-step tutorial from below. If you do not have a REVE Chat account, you can sign up to create an account. Then you can configure Pipedrive from REVE Chat dashboard>>Integrations>>Plugins>>CRM. Instruction for Pipedrive Integration How to see created contact and notes in […]<\/p>\n","protected":false},"author":36,"featured_media":0,"menu_order":0,"template":"","meta":{"_acf_changed":false,"footnotes":""},"help_center_type":[1878],"class_list":["post-300531","help-center","type-help-center","status-publish","hentry","help_center_type-crm-integration"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.revechat.com\/wp-json\/wp\/v2\/help-center\/300531","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.revechat.com\/wp-json\/wp\/v2\/help-center"}],"about":[{"href":"https:\/\/www.revechat.com\/wp-json\/wp\/v2\/types\/help-center"}],"author":[{"embeddable":true,"href":"https:\/\/www.revechat.com\/wp-json\/wp\/v2\/users\/36"}],"version-history":[{"count":2,"href":"https:\/\/www.revechat.com\/wp-json\/wp\/v2\/help-center\/300531\/revisions"}],"predecessor-version":[{"id":302873,"href":"https:\/\/www.revechat.com\/wp-json\/wp\/v2\/help-center\/300531\/revisions\/302873"}],"wp:attachment":[{"href":"https:\/\/www.revechat.com\/wp-json\/wp\/v2\/media?parent=300531"}],"wp:term":[{"taxonomy":"help_center_type","embeddable":true,"href":"https:\/\/www.revechat.com\/wp-json\/wp\/v2\/help_center_type?post=300531"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}