🟢

AllAI + Pipedrive
Capture Leads and Create Deals Automatically

Capture leads from chat and create deals automatically in Pipedrive. Turn every conversation into a sales opportunity.

Setup Guide

Connect in 4 simple steps

1

Authorize Pipedrive

Connect your Pipedrive account via OAuth. AllAI will request permission to create and update deals, persons, and activities.

2

Select Pipeline

Choose which pipeline and stage new deals should be created in. Set default deal values and owner assignment rules.

3

Map Lead Fields

Map chat form fields to Pipedrive person and deal fields. Include custom fields for complete data capture.

4

Activate

Enable the integration and watch deals appear. Every qualified chat lead creates a new deal in the selected pipeline.

WEBHOOK ENDPOINT
POST https://api.allai.ro/webhooks/pipedrive/{YOUR_COMPANY_ID}
Pipedrive Features

Everything included in the integration

  • Automatic deal creation from chat conversations
  • Lead scoring based on chat engagement and intent
  • Activity sync with full conversation history
  • Pipeline management with stage automation
  • Note sync with attached chat transcripts
  • Custom field support for any data type
🟢
AllAI + Pipedrive
Sales-focused CRM automation
Deal tracking Lead scoring Real-time Automated

Frequently Asked Questions

Can I choose which pipeline deals go to?

Yes! You can select any pipeline and stage during setup. You can also create rules to route deals to different pipelines based on chat data or lead source.

How does lead scoring work?

AllAI analyzes chat engagement, message count, questions asked, and intent signals to assign a lead score. This score syncs to a custom field in Pipedrive for prioritization.

Will it create duplicate persons?

No. AllAI checks existing persons by email before creating new records. If a match is found, it updates the existing person and links the new deal to them.

Can I assign deals to specific team members?

Absolutely. Configure round-robin assignment, territory-based routing, or assign all deals to a specific owner. You can also use lead score to route hot leads to senior reps.

Other CRM Integrations

View all integrations →

Ready to connect
Pipedrive?

Set up in minutes. Start automating today.