ChatBot + Pipedrive

Create Pipedrive deals from new ChatBot messages

Use this workflow to create deals directly from your chat! Implement this automation inside your story and use collected information to create a deal. Simply save the default e-mail to the attribute and use it in the Pipedrive deal to run it.

Use this workflow to create deals directly from your chat! Implement this automation inside your story and use collected information to create a deal. Simply save the default e-mail to the attribute and use it in the Pipedrive deal to run it.

  1. When this happens...
    ChatBotChatBot
    New Message

    Triggers when a user sends a message that triggers the chosen interaction.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Deal

    Creates a new deal.

    ActionWrite
Start free with email
Start free with email
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Supported triggers and actions

  • ChatBot triggers, actions, and search

    New Message

    Triggers when a user sends a message that triggers the chosen interaction.

    Trigger
    Instant
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Note

    Triggers when a new note is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Deal

    Triggers when a new deal is created.

    Trigger
    Instant
    Try It
  • Pipedrive triggers, actions, and search

    New Lead

    Triggers when a Lead is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Organization

    Triggers when a new organization is created.

    Trigger
    Scheduled
    Try It
chatbot logo
chatbot logo

About ChatBot

ChatBot is a universal and comprehensive framework for building modern AI chatbots. It can be used by total beginners as well as advanced developers.
Learn more

Related categories

  • AI Tools
  • Customer Support
pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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