Find or create persons and add activities in Pipedrive for new chats in Smith.ai Chat
Smith.ai live chat agents + automated chatbots capture and screen new leads for your business, but you need these leads in your Pipedrive account to start managing the relationship. This integration searches for persons in your Pipedrive account by the chat lead's name, email, and phone, and creates one if a person isn't found. Then, the integration logs name, email, chat duration, and a transcript of the chat conversation as an activity under the person in Pipedrive. Never copy and paste new Smith.ai chats into your CRM again.
Smith.ai live chat agents + automated chatbots capture and screen new leads for your business, but you need these leads in your Pipedrive account to start managing the relationship. This integration searches for persons in your Pipedrive account by the chat lead's name, email, and phone, and creates one if a person isn't found. Then, the integration logs name, email, chat duration, and a transcript of the chat conversation as an activity under the person in Pipedrive. Never copy and paste new Smith.ai chats into your CRM again.
- New ChatTriggers when a new chat is created.Trigger
- New ActivityTriggers when a new activity is created.Trigger
- Activity Matching FilterTriggers when an activity matches a Pipedrive filter.Trigger
- New DealTriggers when a new deal is created.Trigger
- Deal Matching FilterTriggers when a deal matches a Pipedrive filter.Trigger
- New LeadTriggers when a Lead is created.Trigger
- New NoteTriggers when a new note is created.Trigger
- New OrganizationTriggers when a new organization is created.Trigger
- Pipedrive
Triggers when an organization matches a Pipedrive filter.
Scheduled
Trigger
- Pipedrive
Triggers when a new person is created.
Scheduled
Trigger
- Pipedrive
Triggers when a person matches a Pipedrive filter.
Scheduled
Trigger
- Pipedrive
Triggers when a deal's stage is updated.
Instant
Trigger
- Pipedrive
Triggers when an existing deal is updated.
Instant
Trigger
- Pipedrive
Triggers when an existing organization is updated.
Scheduled
Trigger
- Pipedrive
Triggers when an existing person is updated.
Scheduled
Trigger
- Pipedrive
Adds a product to a deal.
Scheduled
Action
- Pipedrive
Creates a new activity.
Scheduled
Action
- Pipedrive
Creates a new deal.
Scheduled
Action
- Pipedrive
Uploads a file and attaches it to a deal, person, organization, activity, product or note.
Scheduled
Action
- Pipedrive
Adds a follower to a deal, organization, person or product.
Scheduled
Action
- Pipedrive
Creates a new lead.
Scheduled
Action
- Pipedrive
Creates a new note.
Scheduled
Action
- Pipedrive
Creates a new organization.
Scheduled
Action
- Pipedrive
Creates a new person.
Scheduled
Action
- Pipedrive
Creates a new product.
Scheduled
Action
- Pipedrive
Updates an existing activity.
Scheduled
Action
- Pipedrive
Updates an existing deal.
Scheduled
Action
- Pipedrive
Updates an existing organization.
Scheduled
Action
- Pipedrive
Updates an existing person.
Scheduled
Action
- Pipedrive
Finds an activity by subject.
Scheduled
Action
- Pipedrive
Finds a deal by name.
Scheduled
Action
- Pipedrive
Finds an organization.
Scheduled
Action
- Pipedrive
Finds a person.
Scheduled
Action
- Pipedrive
Finds a product by name.
Scheduled
Action
- Pipedrive
Finds a product or products by name, ID, or product code (with line item support).
Scheduled
Action
- Pipedrive
Finds a user by name, email or ID.
Scheduled
Action
- Pipedrive
Finds an activity by subject, or creates one if none is found.
Scheduled
Action
- Pipedrive
Finds a deal by name, or creates one if none is found.
Scheduled
Action
- Pipedrive
Finds an organization by name, or creates one if none is found.
Scheduled
Action
- Pipedrive
Finds a person by name, or creates one if none is found.
Scheduled
Action
- Pipedrive
Finds a product by name, or creates one if none are found.
Scheduled
Action
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