Intaker + Pipedrive

Create new Pipedrive leads from new Intaker chats

Connect your Intaker and Pipedrive apps to streamline the lead generation process. When a new chat starts in Intaker, this workflow creates a fresh lead in Pipedrive instantly. This efficient process ensures rapid and smooth transition of potential customers from initial query stage to being a valuable lead, significantly improving your sales cycle speed and effectiveness.

Connect your Intaker and Pipedrive apps to streamline the lead generation process. When a new chat starts in Intaker, this workflow creates a fresh lead in Pipedrive instantly. This efficient process ensures rapid and smooth transition of potential customers from initial query stage to being a valuable lead, significantly improving your sales cycle speed and effectiveness.

  1. When this happens...
    IntakerIntaker
    New Chat

    Triggers when a new chat is received by Intaker.

    TriggerPolling
  2. automatically do this!
    PipedrivePipedrive
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

    • Organization NameRequired

    • Bot Name

    • Prompt Name

    Trigger
    Polling
    Try It
    • orgIdRequired

    • Lead Status Changed ToRequired

    • Lead Status Changed From

    • Filter

    Trigger
    Instant
    Try It
    • Organization NameRequired

    Trigger
    Instant
    Try It
    • Organization NameRequired

    Trigger
    Instant
    Try It
intaker logo
intaker logo

About Intaker

Intaker is a website chat, two-way texting, follow-up automation, client intake and lead management tool built for forward looking law firms
Learn more

Related categories

  • Dashboards
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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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