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Pipedrive logoPipedrive logo

Hazelchat + Pipedrive

Hazelchat + Pipedrive

Hazelchat + Pipedrive integrations

Create Pipedrive persons and leads from new Hazelchat enquiries

Website enquiries go cold when they wait to be typed into your CRM. Once this integration is active, each enquiry from your Hazelchat website assistant automatically creates a Pipedrive person and a lead linked to them, ready for your sales team in the Leads Inbox. The lead's note links back to the enquiry in Hazelchat, so the visitor's message is one click away.

  1. When this happens...
    New Enquiry
    New Enquiry
    New EnquiryTriggers when a new enquiry is saved.
  2. automatically do this...
    Create Person
    Create Person
    Create PersonCreates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.
  3. then do this!
    Create Lead
    Create Lead
    Create LeadCreates a new lead.
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More things you can do with Hazelchat and Pipedrive

Discover other triggers and actions you can use with Hazelchat and Pipedrive

  • Hazelchat triggers, actions, and search
    New Enquiry

    Triggers when a new enquiry is saved.

    Trigger
    Instant
    Try It
    • Type
      Required
    • Title
      Required
    • Answer
      Required
    • Questions
    Action
    Write
    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Hazelchat triggers, actions, and search
    New Unanswered Question

    Triggers when a visitor asks something your agent could not answer.

    Trigger
    Instant
    Try It
    • Email
      Required
    Action
    Search
hazelchat logo
About Hazelchat
Hazelchat is a website agent that answers from a business's approved content and collects visitor enquiries.
Related categories
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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