Pipedrive Integration

Sync the leads your chatbot captures straight into your Pipedrive CRM

概要

Asyntai's Pipedrive integration connects your website chatbot to your Pipedrive CRM. The bot keeps answering visitors 24/7 on your site, and whenever it captures a lead — an email or phone number — that person is automatically added to Pipedrive, with a lead filed in your Leads inbox ready for follow-up. No manual export, no copy-paste; every prospect your chatbot talks to lands in your CRM.

仕組み

The integration uses Pipedrive's OAuth and Persons API. After you connect your account, Asyntai creates a person in Pipedrive each time the chatbot collects a visitor's email or phone, and files a lead so your sales team sees it in the Leads inbox. Existing people are matched by email so you never get duplicates. It's a one-way push from Asyntai to Pipedrive — nothing is changed on your website or in the chat experience.

インストール

Follow these steps to connect Asyntai to your Pipedrive account:

接続を開始する

Visit the Pipedrive connection page in your Asyntai dashboard:

https://asyntai.com/pipedrive/auth/

Authorize in Pipedrive

You'll be redirected to Pipedrive. Choose the account you want to connect and approve the requested permissions (access to contacts and leads). Pipedrive sends you back to Asyntai and the connection is saved.

You're Done

There's nothing else to configure. Your chatbot keeps running on your website exactly as before — from now on, every lead it captures is sent to your Pipedrive CRM automatically.

ヒント: Turn on lead capture and customize your AI's behavior from your Asyntai Dashboard so the bot reliably asks visitors for their email or phone during conversations.

What Gets Synced

The visitor's email and/or phone number when captured in chat
People are matched by email — existing records are kept, new visitors are created with a lead in your Leads inbox
The sync runs automatically the moment a lead is captured; no action needed from you

活用例

Lead generation: turn website chat conversations into CRM contacts your sales team can follow up on
Pipeline building: new chat leads appear in your Pipedrive Leads inbox, ready to qualify into deals
After-hours capture: the bot collects leads overnight and they're waiting in Pipedrive the next morning

プランと料金

The Pipedrive integration is available on all Asyntai plans, including Free. It works with any Pipedrive account. 料金を見る.

アンインストール

Disconnect from your Asyntai dashboard, or uninstall the Asyntai app from Pipedrive under Settings → Tools and apps → Marketplace apps. Lead syncing stops immediately; people already in Pipedrive are unaffected.

お困りですか？

If you have any questions or run into issues, contact us at [email protected].

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