Pipedrive + Smith.ai Chat

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.

When this happens...
New Chat
Triggers when a new chat is created.
TriggerScheduled
automatically do this...
Find or Create Person
Finds a person by name, or creates one if none is found.
ActionSearch or write
then do this!
Create Activity
Creates a new activity.
ActionWrite

Try this template

Supported triggers and actions

What does this mean?

New Chat
Triggers when a new chat is created.
Trigger
Scheduled
New Activity
Triggers when a new activity is created.
Trigger
Scheduled
Activity Matching Filter
Triggers when an activity matches a Pipedrive filter.
Trigger
Scheduled
New Deal
Triggers when a new deal is created.
Trigger
Instant
Deal Matching Filter
Triggers when a deal matches a Pipedrive filter.
Trigger
Scheduled
New Lead
Triggers when a Lead is created.
Trigger
Scheduled
New Note
Triggers when a new note is created.
Trigger
Scheduled
New Organization
Triggers when a new organization is created.
Trigger
Scheduled
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

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.