Pipedrive

VTEX Assisted Sales (SuiteShare)

Com essa integração é possível criar oportunidades via VTEX Assisted Sales (SuiteShare) (através do formulário de captura) diretamente no Funil escolhido e etapa do CRM Pipedrive e manter um fluxo contínuo de atendimento e vendas.

Para realizar a integração acesse no seu painel do VTEX Assisted Sales (SuiteShare) as integrações, você pode acessar de duas formas.

Na dashboard em “Integrações”.

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Ou clique em "configurações > Integrações".

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Selecione o Pipedrive e clique em “integrar”.

Clique em “Conectar”.

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Faça o login na sua conta no Pipedrive

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Autorize a conexão.

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Selecione qual será o Formulário de captura a ser conectado e qual será o usuário responsável.

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Defina qual será o pipeline que será enviado o Lead.

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Defina o estágio.

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Clique no botão “Salvar”.

Pronto! Você acabou de integrar a Suiteshare com o seu CRM.