Overview
Every visitor who leaves contact details in the chat becomes a person and a lead in Pipedrive, so your sales team sees them in the Leads Inbox instead of in a chat log.
Returning visitors do not pile up as duplicates: the existing person is found by email and the new lead is added to it.
What you can do
These are the jobs the integration is built for.
Capture leads around the clock
The AI agent answers questions and collects contacts while your team is offline.
Start qualifying right away
New leads appear in the Pipedrive Leads Inbox as soon as the visitor submits the form.
Keep your contacts clean
People are matched by email, so the same person is not created twice.
Set up
Connect Pipedrive from the Integrations tab in your AI Chatbot widget. Collect Contacts is the action it runs.
- Open your AI Chatbot widget, go to the Integrations tab, and choose Pipedrive.
- Click Add Skill under Collect Contacts. Sign in to Pipedrive in the window that opens.
- Review the skill. When a visitor submits the form, the agent creates a person and a lead in Pipedrive.
Connected apps and their status are listed in Integrations in your widget, where you can disconnect access at any time.
Requirements
- An AI Chatbot widget with the Collect Contacts skill enabled.
- A Pipedrive account with permission to add persons and leads.
