Skip to content
  • CustomGPT logoCustomGPT logo
  • Pipedrive logoPipedrive logo

CustomGPT + Pipedrive

Create new Pipedrive deals from new CustomGPT conversations

This workflow streamlines the process by instantly creating a new deal in Pipedrive whenever there's a new conversation in CustomGPT. No more manual data entry—just set up this automation and ensure every new conversation leads to a potential business opportunity in Pipedrive.

This workflow streamlines the process by instantly creating a new deal in Pipedrive whenever there's a new conversation in CustomGPT. No more manual data entry—just set up this automation and ensure every new conversation leads to a potential business opportunity in Pipedrive.

  1. When this happens...
    CustomGPTCustomGPT
    New Conversation

    Trigger when a new conversation is added.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Deal

    Creates a new deal.

    ActionWrite
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • Project NameRequired

    Trigger
    Instant
    Try It
    • Project NameRequired

    • Conversation NameRequired

    Action
    Write
    • Project NameRequired

    Action
    Write
    • Choose NameRequired

    • Project Name

    • Project is shared

    Action
    Write
    • Project NameRequired

    • Conversation Name

    Trigger
    Instant
    Try It
    • Project NameRequired

    Action
    Write
    • Project NameRequired

    • Conversation NameRequired

    • LangRequired

    • Message TextRequired

    • External ID

    Action
    Write
    • Project NameRequired

    • The chat bot avatar

    • The background image for widget

    • Default prompt

    • Questions shown to guide the bot users

    • Response source

    • Chat bot message language

    • Color of the chatbot in hex format

    • Persona instructions

    • Label for citations

    • Label for sources

    • Waiting answer message

    • "Siesta" message

    • Show animated loading indicator

    • Show citations

    • How citations are shown

    • "No answer" message

    • Ending message

    • Remove branding

    • Chat bot GPT model

    • Allow conversation sharing

    • Allow conversation export

    • Allow agent to mention sources

    Action
    Write
customgptai logo
customgptai logo

About CustomGPT

CustomGPT builds your own AI-powered chatbot with your business content. Easy, no-code platform used by total beginners as well as advanced developers.

Related categories

pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Triggers & Actions