LiveChat
Pipedrive
zapier

An automated workflow using zapier

Connects LiveChat + Pipedrive

Add Pipedrive deals when new LiveChat chats end

About this workflow template

This automation scenario allows you to connect LiveChat and Pipedrive

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts 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

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

Diagram

Add Pipedrive deals when new LiveChat chats end
Workflow diagram: LiveChat + Pipedrive integration

How it works?

When this trigger fires in LiveChat

LiveChat

Finished Chat in LiveChat

Triggers when the chat is ended.

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 Add Pipedrive deals when new LiveChat chats end.

Part I

Configure Applications

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

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect LiveChat to Zapier.

    Connect LiveChat to Zapier.

    Give Zapier access to your LiveChat account, using LiveChat 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 LiveChat

    Set up a Trigger action for LiveChat

    Choose the following trigger: Finished Chat (Triggers when the chat is ended.).

  • 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 LiveChat 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 Add Pipedrive deals when new LiveChat chats end!

Supported triggers and actions

  • Pipedrive

    New deal

    Triggers when a new deal is created.

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  • Pipedrive

    New person

    Triggers when a new person is created.

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    triggerbyzapierautomateiopabbly-connectpipedreamalbato
  • Pipedrive

    Deal matching filter

    Triggers when a deal matches a Pipedrive filter.

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    triggerbyzapier
  • Pipedrive

    Updated deal stage

    Triggers when a deal's stage is updated.

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    triggerbyzapierautomateio
  • Pipedrive

    New lead

    Triggers when a Lead is created.

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    triggerbyzapierpabbly-connectalbato
  • Pipedrive

    Updated deal

    Triggers when an existing deal is updated.

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    triggerbyzapierautomateiopabbly-connectpipedream
  • LiveChat

    Make an api call

    Performs an arbitrary authorized API call.

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  • LiveChat

    Finished chat

    Triggers when the chat is ended.

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    triggerbyzapierautomateiopabbly-connect
  • LiveChat

    New chat

    Triggers when the chat is started.

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    triggerbyzapierautomateiopabbly-connect
  • LiveChat

    New ticket

    Triggers when the ticket is created.

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    triggerbyzapierautomateiopabbly-connect
  • LiveChat

    Watch incoming chat

    Triggers when a chat is coming with a new thread.

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    triggerbyintegromat
  • LiveChat

    New visitor in queue

    Triggers when a visitor enters queue.

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    triggerbyzapierpabbly-connect

Apps you need

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