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Pipedrive + Smith.ai Chat

Pipedrive + Smith.ai Chat

Pipedrive + Smith.ai Chat integrations

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.

  1. When this happens...
    New Chat
    New Chat
    New ChatTriggers when a new chat is created.
  2. automatically do this!
    Create Activity
    Create Activity
    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

  • Smith.ai Chat triggers, actions, and search
    New Chat

    Triggers when a new chat is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
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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.
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About Smith.ai Chat
Smith.ai Chat is a live chat + AI chatbot service. Capture more quality leads for your businesses via web chat, text message, and Facebook.
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