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Pipedrive Integration

Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals.

Connect WeConnect.Chat with Pipedrive

  1. Go to your WeConnect.Chat dashboard and select your bot. Then click on the builder, and go to Settings->Integrations
  2. Click on Connect button.
  3. Enter Pipedrive credentials. There is a link (How to find this information) that explains everything. Test the connection, if all is okay then click connect button.
  4. Click Configure button
  5. Enable the Push Created Lead to CRM toggle and click on Configure button.
  6. To configure Field mapping, click on gear
  7. In Field Mapping, you can Add Field . After adding fields click on Back to flow link on top left corner. Field mapping will get saved automatically.

  8. To configure data source, click on gear

  9. You can change the data source from the list
  10. Keep the Lookup as it is.

Test the Integration

  1. Go to Conversation of the selected chat interface
  2. Start contact-related components like Email, Number, Open Question, etc. And make sure you have enabled the Contacts checkbox and the tag is selected and click the Save button.
  3. Have a complete interaction with your chat interface.
  4. Check your Pipedrive Contacts section. You should see that the data has been saved.

Disconnect the Integration

  1. Just click on the Disconnect button and your integration will get disconnected.

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