This automation scenario allows you to connect ChatBot and Pipedrive
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
ChatBot and Pipedrive can also be integrated using automation tools other than zapier:
When this trigger fires in ChatBot
Triggers when a user sends a message that triggers the chosen interaction.
Then this action happens in Pipedrive
Creates a new deal.
This guide contains information on how to set up an automatic workflow that allows to Create Pipedrive deals from new ChatBot messages.
Part I
First, we need to connect ChatBot and Pipedrive to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect ChatBot to Zapier.
Give Zapier access to your ChatBot account, using ChatBot credentials.
Connect Pipedrive to Zapier.
Give Zapier access to your Pipedrive account, using Pipedrive credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for ChatBot
Choose the following trigger: New Message (Triggers when a user sends a message that triggers the chosen interaction.).
Then set up an Action for Pipedrive
Choose this action: Create Deal (Creates a new deal.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between ChatBot and Pipedrive.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create Pipedrive deals from new ChatBot messages!
Triggers when a new deal is created.
Triggers when a new person is created.
Triggers when a deal newly matches a Pipedrive filter for the first time.
Triggers when a deal's stage is updated.
Triggers when a Lead is created.
Triggers when an existing deal is updated.
Create user
Get users
Returns details of a user specified by ID.
Changes ban status of a user specified by ID.
Creates a new story.
Creates a new user.
Pipedrive alternatives
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