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Why using Pipedrive?

Convertalk integrates with Pipedrive CRM to streamline sales processes and enhance customer engagement. By combining Convertalk’s AI-powered chatbot with Pipedrive CRM’s pipeline management features, businesses can automate lead capture, qualify prospects, and track customer interactions. This integration ensures real-time data synchronization, allowing sales teams to manage their pipeline more effectively and increase conversion rates.

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Benefits of using PipeDrive:

  • Automated Lead Capture: Instantly capture leads through chatbot interactions and sync them directly with Pipedrive CRM for seamless tracking.
  • Enhanced Pipeline Management: Automatically update lead statuses and move prospects through the sales stages in Pipedrive, reducing manual data entry.
  • Personalized Sales Engagement: Use customer data from Pipedrive CRM to deliver tailored follow-ups and messages via Convertalk.
  • Improved Sales Efficiency: Automate routine tasks like follow-ups, reminders, and lead qualification, allowing sales teams to focus on closing deals.

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Integrate Convertalk with Pipedrive:-

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Step 1 of 4: Login to Convertalk Account and Select Application to Integrate

  1. Login to your Convertalk account, select the bot you want to integrate with Pipedrive.
  2. Now, click the**‘integrate Tab.’**
  3. The integrate window will open up. make sure you are in the “All Integrations Tab.”
  4. A list of all native integrations for Convertalk will be available in this window.
  5. Now find Pipedrive By:-
    • Either scrolling down the list
    • Or by typing in ‘Pipedrive’ in the search box with the placeholder “search integration by name.”
  6. Now click on the ‘Connect’ button as shown below

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Step 2 of 4: Find your Authorization Key/Token in App Account

  1. To complete the process, you need to fill out three details:-
    1. Your Pipedrive Domain
    2. API Token
    3. Lead Title

  2. Pipedrive Domain:-
Your Pipedrive Domain is a portal for your organization on Pipedrive. You can easily find it in your browser’s search bar when you log in to your Pipedrive account.

  1. API Token;-
    • Click on your profile icon on your pipedrive account to obtain the API Token.
    • Then go to company settings.
    • There, click on personal preferences.
    • Here, click on API.
    • Now, copy your API Token.
  2. Lead Title:
    • The lead title is your choice. You can name your lead anything you want. For ex:- Pipedrive test lead.
    • After filling out all the details, click on Connect to complete the process.

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Step 3 of 4: Enter Authorization Details and establish connection with your App

  1. Enter the Pipedrive domain, API Token and Lead Title

  2. After you click on connect, look for the notification “Updated Successfully” for confirmation

  3. Also, your Pipedrive CRM integration will show the message **installed **in the integration list.

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Step 4 of 4: Test your Integration Set up with Data

Once you have established a connection between ** Convertalk** and Pipedrive and complete the mapping, you are ready to go for your first test lead. You can test your integration setup by creating a dummy lead on the bot. This lead should appear in your Convertalk dashboard and the Pipedrive you have integrated.

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Still Not Working, Let’s Troubleshoot!

If you are not getting dummy leads from your Bot to Pipedrive, it may be due to multiple reasons:
  • Wrong Authorization Details added- You need to check and see if all the authorization credentials, such as API Token, API key, and URL, have been entered correctly.
  • Free plan- You are not subscribed to the paid plan on Convertalk, as integration works only with the paid plan.