Pipedrive and Live Chat
Integration via Zapier
Create a new person in Pipedrive when a Live Chat is completed
How this Live Chat Integration Works
Pipedrive is a deal-driven customer relationship management CRM solution that also works as an account-management tool with the ability to assist with marketing and the entire sales process. Pipedrive's proactive nature automatically tracks and organizes calls and emails and synchronizes schedules across devices.
What you can automate with Pipedrive
Create a new Pipedrive contact automatically when a visitor leaves their email or phone in chat.
Attach the full chat transcript to the Pipedrive record so your reps open the conversation already knowing the context.
Log the page the visitor was on and where they came from, so you can see what they were reading before they reached out.
Open a deal in the right pipeline stage when a visitor asks about pricing or a demo.
How to connect Pipedrive
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1
Sign in to Social Intents, open Integrations, and copy your REST API Token from the Zapier tab.
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2
In Zapier, search for Social Intents and connect it using that token as the API key.
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3
Choose a trigger: a completed chat, a missed chat, an offline message, or a new lead.
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4
Choose Pipedrive as the action app and authorise your Pipedrive account.
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5
Map the chat fields you want to keep, such as visitor name, email, phone, and the full transcript.
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6
Turn the Zap on. New chats start flowing into Pipedrive automatically.
Social Intents and Pipedrive
Social Intents
We're Social Intents. We offer a live chat application that integrates natively with Microsoft Teams, Slack, Google, and Webex so you can talk to website visitors, offer great customer support, and sell more right from the tools you already use at your company.
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.
How Businesses use Social Intents for Live Chat
Provide Incredible Customer Support
Offer real-time customer support directly from Microsoft Teams, Slack, Gmail or our web-based chat console. Use the tools you already have to provide customer service to your visitors.
Close More Online Sales
Engage potential customers when they need your help, and enhance your team with AI Chatbots trained on your business data.
Have More Engaging Conversations
Bring all customer communications into Slack or Microsoft Teams. Respond to inquiries quickly without having to switch between apps, increase customer satisfaction, and build strong customer relationships.
Don't just take our word for it
"Social Intents powered our COVID-19 Success Story. Our college was given less than a week's notice that we needed to close our campuses. Within a week, we had more than 110 staff trained and answering hundreds of student's questions every day."
Joshua S. - Education Management
"Perfect solution, easy to integrate and best online support I've ever had! A solution that covers basic to completely custom."
James H. - Marketing and Advertising
"Rapid setup and ease of deployment. It uses Microsoft Teams which we already used so staff were able to hit the ground running."
Russell L. - Web Developer
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