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Chekkit + Pipedrive

Generate Pipedrive leads from new Chekkit webchat messages

Streamline your sales process by connecting Chekkit and Pipedrive with this efficient workflow. When a new webchat message is received in Chekkit, a lead will be created in Pipedrive, ensuring all valuable information from potential clients is captured and organized. This automation saves time and keeps your sales pipeline up-to-date.

Streamline your sales process by connecting Chekkit and Pipedrive with this efficient workflow. When a new webchat message is received in Chekkit, a lead will be created in Pipedrive, ensuring all valuable information from potential clients is captured and organized. This automation saves time and keeps your sales pipeline up-to-date.

  1. When this happens...
    ChekkitChekkit
    New Textchat Message

    Triggers when a new message is sent through your textchat widget.

    TriggerScheduled
  2. automatically do this!
    PipedrivePipedrive
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Chekkit triggers, actions, and search

    New Inbound Text Message

    Triggers when you a receive a new SMS message to your Chekkit account.

    Trigger
    Scheduled
    Try It
  • Chekkit triggers, actions, and search

    New Textchat Message

    Triggers when a new message is sent through your textchat widget.

    Trigger
    Scheduled
    Try It
    • Customer NameRequired

    • Mobile Phone Number

    • Email Address

    • MessageRequired

    • Employee

    Action
    Write
  • Chekkit triggers, actions, and search

    New Review Invitation Sent

    Triggers when a new review invitation is sent.

    Trigger
    Scheduled
    Try It
    • Full NameRequired

    • Mobile Phone

    • Email

    • text

    Action
    Write
    • Customer NameRequired

    • Mobile Phone

    • Email

    Action
    Write
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
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chekkit logo

About Chekkit

Chekkit is a review management and messaging tool for local business.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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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.

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