Pipedrive
Pipedrive is a sales CRM designed to streamline pipeline management and deal tracking.
How it works
1. In the left sidebar, click on the "Leads" item
2. In the left sidebar under LEADBOOSTER section, click on "Chatbot" option
3. Click on "Continue to Chatbot" button in the main content area
4. Click on the "Set up Chatbot" button to begin configuration
5. Select a color from the available theme options
6. Click on the "Continue" button to proceed with the theme selection
7. In the bot profile section, click on the "Pip" name field to customize your chatbot
8. You can also change the language by clicking the dropdown
9. Click on the "Continue" button to move forward with the profile settings
10. Review the conversation template options displayed and choose one
11. Click on the "Create playbook" button at the bottom of the template screen
12. Review your chatbot conversation flow then click "Save" once satisfied
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Why should you use this feature?
Pipedrive is a dynamic CRM tool designed to streamline sales processes and enhance productivity.
Setting up a chatbot in Pipedrive can dramatically improve your customer interaction by providing instant, 24/7 support, ensuring no lead is missed.
This feature allows businesses to automate responses, freeing up valuable time for sales teams to focus on more complex tasks. It creates a seamless communication flow, capturing essential data that can be used to tailor future interactions.
Using a chatbot enhances customer satisfaction and empowers businesses to stay ahead in the competitive market.
Last update
December 15, 2025
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