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 ChatTriggers when a new chat is created.
- automatically do this!Create ActivityCreates a new activity.
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More things you can do with Smith.ai Chat and Pipedrive
Discover other triggers and actions you can use with Smith.ai Chat and Pipedrive
- New Chat
Triggers when a new chat is created.
Try ItTriggerPolling - New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - Note IDRequired
Try ItTriggerPolling
- Activity filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling- New Lead
Triggers when a lead is created.
Try ItTriggerPolling - New Note
Triggers when a new note is created.
Try ItTriggerInstant






