Turn website chat into qualified leads in your CRM

The chat assistant collects a visitor's contact and interest, validates the data, files the lead into your CRM (merging duplicates), and instantly emails the client and pings your team.

  • Collects name, email, phone and interest right in the chat
  • Validates data and won't create duplicate records
  • Alerts the team instantly — the lead won't cool off
  • Sends the client a confirmation email right away
Salesforce ToolSend Email ToolSlack Tool
Set it upScriptera

How it works

To pass leads from Pipedrive to Gmail automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: When chat message received
  2. Then: AI Agent
  3. Then: OpenAI Chat Model
  4. Then: Simple Memory
  5. Then: check_duplicate_lead
  6. Then: Think
  7. Then: update_lead
  8. Then: create_lead
  9. Then: send_notification_client
  10. Then: send_notification_internal

You can launch this Pipedrive + Gmail integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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