Pipedrive and Chatbot.OM
Deals created in the right stage with the right owner, so your board reflects what was actually said in the chat.
What it does
Each qualified enquiry becomes a Pipedrive deal in the stage you nominate, with the person and organisation created or matched, and the transcript attached as a note.
Indicative value estimated during the conversation can be written to the deal value, which makes your forecast meaningful from the first day rather than after someone has cleaned it up.
Setting it up
Connect with an API token and map chatbot fields to your deal and person fields, including custom ones. You choose the pipeline and the entry stage.
Activities can be created alongside the deal, so the owner opens their day with a call or follow-up already scheduled rather than a bare card.
- Pipeline and entry stage chosen by you
- Custom deal and person fields supported
- Follow-up activities created with the deal
What you can do
- Create deals, persons, and organisations from chats
- Write indicative value to the deal
- Attach transcripts as deal notes
- Create the first follow-up activity automatically
- Assign owners from Chatbot.OM's routing rules
Other crm connections
HubSpot
Qualified leads and enriched contact records created in HubSpot as the conversation happens, not after someone types them up.
Salesforce
Leads, contacts, and cases created in Salesforce from the conversation, mapped to your existing objects and fields.
Zoho CRM
A practical fit for Omani small and medium businesses already running Zoho, with leads created straight from the chat.
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