The new Pipeliner CRM Add-in for Intercom allows you to immediately see whether a visitor contacting you through Intercom is a current contact within Pipeliner CRM. If they are, then contact details immediately display. Plus can even open their Pipeliner contact information right in Intercom so you can have an even more informed conversation with them. Plus now that you know who they are you can even transfer them to the person in your organizationOrganizationOrganization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.). who owns the relationship.
If the Intercom visitor is not an existing contact, then you can easily create them as a new contact in Pipeliner with one click. If there is any additional information you need that is not automatically displayed you can quickly and easily manually add it. By being able to add these new visitors as new contacts you can now push their information into your leadLeadLead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity. flow process.
Pipeliner CRM Support Portal provides information on how to connect apps you already work with to your Pipeliner CRM accountAccountAccount refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company..