Pipedrive Integration

For Pipedrive

With Chatboq, you can connect your Pipedrive CRM and manage leads, deals, and contacts directly from your Chatboq dashboard. You can send chat leads, tickets, and conversations to Pipedrive as CRM entities and keep your sales and support data synchronized in real time.

What is Pipedrive Integration?

The Pipedrive integration allows you to connect your Pipedrive account with Chatboq for real time two way synchronization. Once connected, every contact, lead, and deal created in either Chatboq or Pipedrive will automatically stay updated on both platforms. You can also create new deals or leads directly from the Chatboq agent chat window while chatting with customers.

What does this integration do?

By integrating Pipedrive with Chatboq, your team can:

Synchronize all contacts between Chatboq and Pipedrive automatically.
Create and update leads and deals from within Chatboq.
Send chat conversations and tickets directly to Pipedrive as CRM records.
Keep customer data consistent across sales and support workflows.

Why integrate Pipedrive with Chatboq?

Benefits of using Chatboq with Pipedrive integration:

Centralize all customer interactions from multiple channels in one platform.
Convert chats into qualified leads or deals in Pipedrive.
Real-time synchronization between Chatboq and Pipedrive.
Better analytics by combining Chatboq data with Pipedrive sales reports.
Improved workflow for agents to capture leads, update deals, and manage relationships while chatting.

Key advantages of Pipedrive integration

Bidirectional sync

keep data consistent across both Chatboq and Pipedrive

Lead and deal creation

generate leads and deals directly from live chat interactions

Accurate contacts

maintain up-to-date contact information effortlessly

CRM management

perform Pipedrive actions within the Chatboq agent chat dashboard

Automatic updates

send conversations and tickets to Pipedrive without manual effort

Flexible control

enable or disable the integration anytime from your Chatboq dashboard

How it Works?

When you install the Pipedrive integration from your Chatboq integrations dashboard, click Install Pipedrive. You will be redirected to the Pipedrive authorization page to approve the permissions requested by Chatboq. After approval, you will be redirected back to your Chatboq integrations dashboard. Toggle the integration to activate or deactivate it as needed. You can uninstall or remove connected accounts anytime. Once installed, a Pipedrive button appears in the Chatboq agent chat window, allowing agents to create new leads, deals, or contacts directly from chat information. All Pipedrive actions appear in a popup panel inside Chatboq, enabling quick updates without leaving the chat view.