Creating popups inside pipedrive

#1

Hi,
We want to have popups appear in the user’s screen when setting specific deal/person fields.
Think of it as a guided help to the salespeople, based on rules for deal fields etc.
Is this possible using either API or marketplace apps?

Thanks,
David

#2

Hey David,

The only way to do this at the moment would be via a Chrome plugin, which a few of our marketplace apps make use of. GetAccept actually wrote up a little article regarding this: https://medium.com/pipedrive-developers/how-getaccept-hacked-the-custom-area-41d79c12a823