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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 More Apps, and you will see the list of Integrations.
  3. Click on Connect button.
  4. 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.
  5. Click Configure button
  6. Enable the Push Created Lead to CRM toggle and click on Configure button.
  7. Click the Next: Create Contact button.
  8. In step 2: in the Data Source tab, by clicking on the Change button you can select any data source as per your requirement.
  9. In the Field Mapping tab, select fields and values for it. Click Save & Close.

Test the Integration

  1. Go to Conversation of the selected chat interfacemctest1
  2. Start lead-related components like Email, Number, Open Question, etc. And make sure you have enabled the Leads checkbox and the tag is selected and click the Save button.mctest2
  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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