Pipedrive

Pipedrive is a sales CRM designed to streamline pipeline management and deal tracking.

Website

pipedrive.com

Industry

CRM

Share this article:

How to set up chatbot in Pipedrive

Here is how to set up chatbot in pipedrive

In the left sidebar, click on the "Leads" item
In the left sidebar under LEADBOOSTER section, click on "Chatbot" option
Click on "Continue to Chatbot" button in the main content area
Click on the "Set up Chatbot" button to begin configuration
Select a color from the available theme options
Click on the "Continue" button to proceed with the theme selection
In the bot profile section, click on the "Pip" name field to customize your chatbot
You can also change the language by clicking the dropdown
Click on the "Continue" button to move forward with the profile settings
Review the conversation template options displayed and choose one
Click on the "Create playbook" button at the bottom of the template screen
Review your chatbot conversation flow then click "Save" once satisfied

Create your own interactive guide with Guideflow

Why should you set up chatbot in Pipedrive

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

January 6, 2026

Tutorials

Built to impress

Why leading companies build with Guideflow

Create your first demo in less than 30 seconds.

Get started now