Send your WhatsApp data to Pipedrive CRM using Chatbot
Last updated
Last updated
Who can use this Card?
Gallabox Users having permission to either build and deploy bots or manage bots.
Available on Scale and Pro Plans.
Integrating Pipedrive with Gallabox helps businesses enhance sales and customer communication. This connection optimizes lead management and improves interactions. Ideal for sales teams, it streamlines workflows and reduces manual data entry.
Select Pipedrive from the list of connectors. You can scroll down or use the search bar in the right drawer or by clicking the + on the start block.
Choose any one from the two actions - Create Deal or Create Lead. You will have to Add New Connection or Select Existing Connection. If you haven't made any connection, provide the name for your connection and click on the button - Add New Connection.
A pop-up will open asking you to Continue to the App if you are already signed in on another tab. If not, it will prompt you to sign in and then Continue to the App.
The connection will be created.
Choose the Connection you created under Select Existing Connection.
The required fields in Pipedrive are Deal Name, Person's Name, and Phone Number. Apart from the required fields, if you want to push optional field like Value, Currency, & Lead Stage you can use the optional field and select the corresponding variables from the dropdown. Click on Save.
You can either use a static value or choose any variable for dynamic value.
Leads will be created in the connected Pipedrive account. Similarly, you can use the 'Create Lead' action to add leads to your Pipedrive account.
