ChatBot
Pipedrive
zapier

An automated workflow using zapier

Connects ChatBot + Pipedrive

Create Pipedrive deals from new ChatBot messages

About this workflow template

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.

ChatBot and Pipedrive can also be integrated using automation tools other than zapier:

Diagram

Create Pipedrive deals from new ChatBot messages
Workflow diagram: ChatBot + Pipedrive integration

How it works?

When this trigger fires in ChatBot

ChatBot

New Message in ChatBot

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

Then this action happens in Pipedrive

Pipedrive

Create Deal in Pipedrive

Creates a new deal.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Create Pipedrive deals from new ChatBot messages.

Part I

Configure Applications

First, we need to connect ChatBot and Pipedrive to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect ChatBot to Zapier.

    Connect ChatBot to Zapier.

    Give Zapier access to your ChatBot account, using ChatBot credentials.

  • Connect Pipedrive to Zapier.

    Connect Pipedrive to Zapier.

    Give Zapier access to your Pipedrive account, using Pipedrive credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for ChatBot

    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

    Then set up an Action for Pipedrive

    Choose this action: Create Deal (Creates a new deal.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between ChatBot and Pipedrive.

  • Test the workflow and turn it on for production use

    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!

Supported triggers and actions

  • Pipedrive

    New deal

    Triggers when a new deal is created.

    zapierautomateiopabbly-connectpipedreamiftttalbato
    triggerbyzapierautomateiopabbly-connectpipedreamiftttalbato
  • Pipedrive

    New person

    Triggers when a new person is created.

    zapierautomateiopabbly-connectpipedreamalbato
    triggerbyzapierautomateiopabbly-connectpipedreamalbato
  • Pipedrive

    Deal matching filter

    Triggers when a deal matches a Pipedrive filter.

    zapier
    triggerbyzapier
  • Pipedrive

    Updated deal stage

    Triggers when a deal's stage is updated.

    zapierautomateio
    triggerbyzapierautomateio
  • Pipedrive

    New lead

    Triggers when a Lead is created.

    zapierpabbly-connectalbato
    triggerbyzapierpabbly-connectalbato
  • Pipedrive

    Updated deal

    Triggers when an existing deal is updated.

    zapierautomateiopabbly-connectpipedream
    triggerbyzapierautomateiopabbly-connectpipedream
  • ChatBot

    Create user

    Create user

    pipedream
    actionbypipedream
  • ChatBot

    Get users

    Get users

    pipedream
    actionbypipedream
  • ChatBot

    Get a user

    Returns details of a user specified by ID.

    integromat
    actionbyintegromat
  • ChatBot

    Ban / unban a user

    Changes ban status of a user specified by ID.

    integromat
    actionbyintegromat
  • ChatBot

    Create a story

    Creates a new story.

    integromat
    actionbyintegromat
  • ChatBot

    Create a user

    Creates a new user.

    integromat
    actionbyintegromat

Apps you need

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.