Pipedrive’s Chatbot
Anticipate customer needs with always-on support
A chatbot is an automated virtual assistant that conducts conversations with website visitors in a friendly, human-like manner, providing leads with the information they need in real time.
Pipedrive’s Chatbot – a feature of Pipedrive’s LeadBooster add-on – helps you capture leads who visit your website, streamline prospect qualification, scale your customer support and provide a better customer experience.
Full access. No credit card required.
4.5/5
4.2/5
4.3/5
4.5/5
4.5/5
4.7/5
Key features of Pipedrive’s Chatbot
Pipedrive’s Chatbot works as a 24/7 lead delivery service that allows your customers to better qualify themselves
Capture new leads
Automatically engage with customers on your website and save qualified visitors as leads
Customize conversations
Customize key playbook templates to determine your chatbot’s behavior, questions, responses and actions
Engage leads at the right time
Receive a notification when a customer wants to speak to a real person and easily take over conversations from a PC or smartphone
What to look for in a chatbot
A powerful chatbot should:
Be a conversationalist: Pipedrive’s Chatbot platform is customizable, enabling it to follow a natural, human conversation flow using friendly language when prospects visit your website.
Leverage key lead and customer data: The chatbot collects customer data in your CRM and uses it to qualify prospects so you can prioritize warm leads.
Seamlessly transition to human agents: If a customer needs to speak to a real person, a sales rep can jump into the conversation from wherever they are with the Live Chat feature.
Integrate seamlessly with your CRM and sales platform: Pipedrive’s Chatbot software integrates with Scheduler, our scheduling tool, to automatically check your availability and set up meetings with prospects.
Convert more leads into sales deals at speed
Pipedrive’s conversational Chatbot helps you qualify leads in advance, improving your sales process so you can close deals faster and improve your conversion rate.
Start by building conversation structures that guide and qualify your prospects. Based on their responses, the Chatbot can share targeted information about your product or service, or prompt them to arrange a call or meeting.
Pre-configure criteria to tell Chatbot how to store qualified contacts in Pipedrive and who to assign each one to.
For example, your qualified leads appear in bold with a blue dot at the top of a rep’s Leads Inbox so the rep can act while the lead is still hot.
Speed up ticket resolution and collaborate with customer success
While you can’t have reps available 24/7, a chatbot never sleeps. There’s always someone on hand to direct people toward the information they need, improving the user experience and increasing customer satisfaction.
Pipedrive’s Chatbot can also help businesses resolve issues faster by sorting new leads with a few questions before an agent steps in.
Chatbot can immediately provide customers with quick access to common questions or notify the right person through Live Chat, whether that’s a rep or a customer service agent. Live Chat is another LeadBooster feature that enables team members to join Chatbot conversations with web visitors.
This quickly resolves customers’ pain points, saving them and your sales team time and money.
Key benefits of a chatbot
A good chatbot solution should help you:
Avoid lost opportunities: The faster you respond to prospects, the more likely you are to convert them. With Pipedrive’s Chatbot, you can make the most of every opportunity.
Optimize lead generation workflows: Pipedrive’s Chatbot technology lets you create conversation trees that help customers qualify themselves.
Quickly connect customers to the right person: With efficient, conversational questions, Chatbot’s algorithms help send qualified leads to the sales rep with the knowledge base to help close the deal, thanks to LeadBooster’s Live Chat feature.
Manage more live chats at once: Chatbot can respond to and qualify multiple end users at once, meaning reps can use their time on landing deals.
Powerful sales and lead generation integrations
Integrations can add extra functionality to your Chatbot and Live Chat, helping your team excel at every aspect of their jobs. Check out the Pipedrive integrations Marketplace, where you’ll find hundreds of apps to enhance your chatbot. Here are some of the best integrations for Pipedrive’s LeadBooster add-on, which houses our Chatbot:
CallHippo
Add advanced calling capabilities to Pipedrive with CallHippo. Make calls to your customers directly from Pipedrive and log details automatically in your CRM with CallHippo.
Google Meet
Automate call scheduling and meeting management to avoid using three apps when you can use one. Schedule video calls directly through Pipedrive using the Google Meet integration.
WhatsApp by Twilio
Communicate with your customers via an official WhatsApp Business account in Pipedrive. Manage all WhatsApp conversations from one location and assign conversations to other team members with WhatsApp by Twilio.
Trello
Combine Pipedrive’s sales funnel with one of the world’s leading project management tools. Visualize your pipeline and enable cross-team collaboration with the Trello integration.
Facebook Messenger
Pipedrive’s integration for Facebook’s messaging app lets you manage all Facebook business communications directly from Pipedrive. Convert social media conversations into new leads with the Facebook Messenger integration.
Klenty
Automate repetitive tasks including follow-up calls and emails to level up your sales engagement. Make your reps more productive with automations using the Klenty integration.
LeadBooster add-on
Get more leads with this powerful and easy-to-use lead generation toolset. In addition to Chatbot and Live Chat you can engage inbound leads with your Web Forms, or find outbound leads with Prospector. LeadBooster can be added to any Pipedrive CRM plan. This add-on includes:
Chatbot
Live Chat
Prospector
Web Forms
Chatbot
Live Chat
Prospector
Web Forms
Starting from
per company per month, billed annually
or $39 per company per month, billed monthly
How Pipedrive generated 1,000 new leads with Chatbot
Pipedrive has been using Chatbot to generate its own leads! Prior to Chatbot, Pipedrive reps would waste time on irrelevant support requests that could’ve immediately been forwarded to the right team.
With Chatbot, the team at Pipedrive was able to ensure leads were qualified without a rep needing to be online. The team quickly added 1,000 qualified leads, 30% of which converted to customers following a trial.
“Implementing Chatbot has helped us to focus on calls and demos to customers during their free trial period and also avoid losing that opportunity.” - Fabiana Barbosa, Account Executive
