Pipedrive + Zapier Chatbots

Create notes in Pipedrive when new conversations are completed in Zapier Chatbots

Streamline your lead tracking process with this automation that links the Zapier Chatbots app to Pipedrive. Every time a chatbot conversation is completed, this workflow creates a new note in Pipedrive, ensuring critical interaction details are saved for effective follow-ups. Stay one step ahead with this seamless process, and focus more on engaging with potential leads rather than data entry.

Streamline your lead tracking process with this automation that links the Zapier Chatbots app to Pipedrive. Every time a chatbot conversation is completed, this workflow creates a new note in Pipedrive, ensuring critical interaction details are saved for effective follow-ups. Stay one step ahead with this seamless process, and focus more on engaging with potential leads rather than data entry.

  1. When this happens...
    Zapier ChatbotsZapier Chatbots
    Chatbot Conversation Completed

    Triggers when a chatbot conversation is inactive for 5 minutes.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Note

    Creates a new note.

    ActionWrite
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Supported triggers and actions

    • ChatbotRequired

    • Chatbot ButtonRequired

    Trigger
    Instant
    Try It
    • ChatbotRequired

    Trigger
    Instant
    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
    • ChatbotRequired

    Trigger
    Instant
    Try It
    • ChatbotRequired

    • Conversation Key

    • User MessageRequired

    Action
    Write
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
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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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zapier-chatbots logo
zapier-chatbots logo

About Zapier Chatbots

Create custom AI chatbots and take action with built-in automation
Learn more

Related categories

  • AI Tools