Instabot: Chatbot Platform + Pipedrive
Create new Pipedrive deals for new leads captured from Instabot
No need to enter data manually for lead captures! With this Instabot-Pipedrive integration, the moment a new user engages with your Instabot and their information is captured, a new Pipedrive deal will also be added.
No need to enter data manually for lead captures! With this Instabot-Pipedrive integration, the moment a new user engages with your Instabot and their information is captured, a new Pipedrive deal will also be added.
- When this happens...
New Engaged UserTriggers when a new user engages with the specified bot(s).
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create DealCreates a new deal.
ActionWriteCreate a new record or update an existing record in your app.
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Selected Goal(s)Required
Choose one or more goals to watch for when a visitor completes them.
Selected Bot(s)
Choose one or more bot(s) to watch for when a user completes the selected goal(s).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Selected Bot(s)Required
Choose one or more bots to watch for newly engaged users.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.User Id
Email
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Deal
Triggers when an existing deal is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Person
Triggers when an existing person is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSubjectRequired
Organization
Assign To
If omitted, the activity will be assigned to the user of the connected account.
Person
Deal
Is done?
Type
Due Date and Time
Duration
Format must be HH:MM
Note
Accepts HTML format
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File NameRequired
Deal
Person
Organization
Product
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Lead must be associated with at least one person or organization.
Organization
Lead must be associated with at least one person or organization.
Owner
Select user who will be marked as the owner of this lead. If omitted, the authorized user will be used.
Note
Supports some HTML formatting. Defaults as an unpinned note unless specified below.
Pin Note to Lead?
If true, the note in the field above will be pinned to the top of this lead.
Label
Expected Close Date
Lead Value
Lead Value Currency
This field is required if a
Lead Valueamount is provided.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Defaults to account's currency settings if not specified.
Price
A currency must be specified in order to set a price.
Cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Status
Stage
Owner
Select user who will be marked as the owner of this deal.
Organization
Organization this deal will be associated with.
Person
Person this deal will be associated with.
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Owner
Name
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
Determines which App Extensions will appear in the dropdown below.
App ExtensionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Partial sentences are ok, we'll try to find the best match.
Assigned To
Type
Filter
If you have a lot of activities (thousands), try using a Pipedrive filter to narrow down the results.
Status
Note that "Not Done" is set as the default when no option is picked.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for a deal titledZapierwhen this field is set toyes, the search will NOT return a deal namedZapier Deal, but it would return a deal namedZapierorzapier.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for the nameZap Zaplarwhen this field is set toyes, the search will NOT return a person namedZap Zaplar Jr., but would return a person namedZap Zaplarorzap zaplar.
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Product(s)
Finds a product or products by name, ID, or product code (with line item support).
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Partial sentences are ok, we'll try to find the best match.
Assign To
If omitted, the activity will be assigned to the user of the connected account.
Type
Filter
If you have a lot of activities (thousands), try using a Pipedrive filter to narrow down the results.
Is done?
Note that "Not Done" is set as the default when no option is picked.
Organization
Person
Deal
Due Date and Time
Duration
Format must be HH:MM
Note
Accepts HTML format
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for a deal titledZapierwhen this field is set toyes, the search will NOT return a deal namedZapier Deal, but it would return a deal namedZapierorzapier.TitleRequired
Person
Lead must be associated with at least one person or organization.
Organization
Lead must be associated with at least one person or organization.
Owner
Select user who will be marked as the owner of this lead. If omitted, the authorized user will be used.
Note
Supports some HTML formatting. Defaults as an unpinned note unless specified below.
Pin Note to Lead?
If true, the note in the field above will be pinned to the top of this lead.
Label
Expected Close Date
Lead Value
Lead Value Currency
This field is required if a
Lead Valueamount is provided.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for the nameZap Zaplarwhen this field is set toyes, the search will NOT return a person namedZap Zaplar Jr., but would return a person namedZap Zaplarorzap zaplar.NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New User
Triggers when the Instabot platform sees a new user for the first time.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Bot Nodes
Bots
Choose one or more bots in order to be able to use custom data from zapier nodes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planStage in Pipeline
If no stage is specified, the trigger will fire on any deal who's stage was updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Organization
Triggers when an existing organization is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDealRequired
ProductRequired
PriceRequired
Price at which this product will be added to the deal.
QuantityRequired
How many items of this product will be added to the deal.
Discount Percentage
Comments
Is enabled?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Creation Date
Requires Admin access to Pipedrive account
Status
Stage
Owner
Select user who will be marked as the owner of this deal. If omitted, the authorized user will be used.
Organization
Organization this deal will be associated with.
Person
Person this deal will be associated with.
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
The user you want to assign as a follower.
What to add follower to?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Supports some HTML formatting.
Deal
Note must be associated with at least one deal, person, organization, or lead.
Pin note on specified deal?
Person
Note must be associated with at least one deal, person, organization, or lead.
Pin note on specified person?
Organization
Note must be associated with at least one deal, person, organization, or lead.
Pin note on specified organization?
Lead
Note must be associated with at least one deal, person, organization, or lead.
Pin note on specified lead?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Is Done?
Subject
Assign To
Deal
Person
Due Date and Time
Duration
Format must be HH:MM
Note
Accepts HTML format
Type
Organization
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Select user who will be marked as the owner of this lead.
Organization
Organization this lead will be associated with.
Person
Person this lead will be associated with.
Label
Expected Close Date
Lead Value
Lead Value Currency
This field is required if a
Lead Valueamount is provided.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name
Owner
Organization
Email
Will overwrite current email addresses.
Phone
Will overwrite current phone numbers.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Pipedrive are located here https://developers.pipedrive.com/docs/api/v1
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for a deal titledZapierwhen this field is set toyes, the search will NOT return a deal namedZapier Deal, but it would return a deal namedZapierorzapier.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching forZapierwhen this field is set toyes, the search will NOT return an org namedZapier Inc, but would return an org namedZapierorzapier.
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch termRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching for a deal titledZapierwhen this field is set toyes, the search will NOT return a deal namedZapier Deal, but it would return a deal namedZapierorzapier.TitleRequired
Creation Date
Requires Admin access to Pipedrive account
Status
Stage
Owner
Select user who will be marked as the owner of this deal. If omitted, the authorized user will be used.
Organization
Organization this deal will be associated with.
Person
Person this deal will be associated with.
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
If
no, a fuzzy match result can be returned. For example, if searching forZapierwhen this field is set toyes, the search will NOT return an org namedZapier Inc, but would return an org namedZapierorzapier.NameRequired
Owner
Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch termRequired
NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Defaults to account's currency settings if not specified.
Price
A currency must be specified in order to set a price.
Cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Instabot: Chatbot Platform
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