Pipedrive CRM integration with ChatbotWorld

This page contains the information about the 3rd party integrations.

Use Case

This integration allows you to seamlessly send lead details such as Name, Email, and Phone to the Pipedrive CRM from your ChatbotWorld platform.

Pre-requisite

To set up this integration, you'll need:

• A Pipedrive domain

• An API Token from Pipedrive

Steps to Enable the Integration

1. Get Required 3rd Party Data:

   • Obtain your API Token from Pipedrive by following this link.

2. Authenticate Your Account:

   • Enter the required details obtained from the previous step.

   • Proceed to authenticate your account credentials.

3. Mapping the Variables:

   • After authentication, you'll see a screen where you can map the chatbot’s answers to the fields of your Pipedrive CRM.

   • Select the bot questions from the "Question" dropdown or type "/" to list down all the questions.

   • Map these questions to parameters in your Pipedrive CRM. If dropdowns are not available, enter the parameter names manually.

   • Add new variables as needed by clicking the "Add Parameter" button.

   • Click "Save" to activate your integration.

4. Test Your Integration:

   • Open your bot and create a new lead to test the integration. Ensure that the lead is not created earlier.

Disconnecting the Integration

To disconnect the integration:

1. Open the integration page under bot management.

2. Click on the 3rd party integrations and select the target integration (Pipedrive).

3. Click on the "Disconnect" button to disconnect.

Notes

• To test leads, create the chat in an incognito tab to avoid cache issues.

• Ensure you have the proper subscription for the 3rd party to use the APIs.

• Contact the support team if you need further assistance.