Connect customer support to your Pipedrive pipeline.
Bring customer context into support and make important support signals visible to the people managing your customer relationships.
Trusted by 1,400+ companies globally
Available to every Helply agent and teammate
Why teams use Helply with Pipedrive
Give support deal context
Let your team understand where a customer or prospect sits in the pipeline before responding to an issue.
Surface customer risk
Make important support problems visible to the people responsible for the commercial relationship.
Find expansion opportunities
Identify support conversations that indicate a customer may need more of your product or a different plan.
Keep revenue teams in the loop
Connect customer conversations to your CRM instead of letting valuable signals disappear inside the support queue.
How to install
- 01
Connect Pipedrive
Authorize your Pipedrive account from Helply.
- 02
Match customers and organizations
Connect supported Pipedrive records with Helply customers and accounts.
- 03
Configure customer context
Choose which supported information and signals Helply can use.
Can support see Pipedrive deal context?
Supported deal and customer context can be made available in Helply.
Can AI agents use it?
Yes.
Can Helply surface churn or expansion signals?
Supported customer signals can be used in connected workflows.
Can Pipedrive information affect routing?
Yes, where configured.
Connect Helply to the tools your business runs on.
Give your team and AI agents the customer data, communication channels, and business tools they need to get the job done.
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Connect Pipedrive to Helply.
Meet your customers where they are and give every team the full story.
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