Please keep these instructions handy in this tab until you finish the entire process.
Create your StartADAM Client Portal account at my.a.link
Activate the trial for the Standard plan to enable the Pipedrive integration.
In the StartADAM Client Portal, navigate to ‘Chat Workspace & Team’ in the menu and authenticate your team’s preferred chat platform.
In the StartADAM Client Portal, go to the ‘Integrations’ in the menu, locate the Pipedrive integration, and click ‘Access’.
Use your usual Pipedrive login and then select your Pipedrive account where chat transcripts will be redirected.
And…that’s it! All your conversations transcripts with recipients that match Pipedrive records will be mirrored into Pipedrive as a ‘Note’.
If you need any help during installation, just send an email to email@example.com and our team will be happy to help.
or click here to book a quick demo
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