Streamline your sales and customer support processes by integrating Pipedrive to respond.io using Zapier. With this integration, you can automate various processes and tasks between Pipedrive and respond.io, such as:
Real-time contact data updates between Pipedrive and respond.io
Updating deal statuses in respond.io when new deals are added in Pipedrive
Adding notes in Pipedrive when a conversation closes in respond.io
We’ve created Zapier templates to accomplish some common business goals, so you don’t need to start your Zaps from scratch.
You will need to connect to respond.io to use the Zapier templates. Follow the steps to set up your respond.io and Zapier integration here.
Add leads in Pipedrive while a conversation is happening. If you chat with new leads over instant messaging via respond.io, this automation will create a new person in Pipedrive for the respond.io Contact.
Use this template:
Don't worry about manually updating respond.io Contact information to your Pipedrive account because this integration takes care of that for you. Anytime a selected field for a respond.io Contact is updated, Zapier automatically updates the fields of that person in Pipedrive.
Use this template:
Start chatting with Pipedrive leads right away by adding them as Contacts on respond.io. With this automation, when you add a new person in Pipedrive, they’ll be added as a respond.io Contact if they’re not, so you can start a conversation with them. It will also update an existing Contact profile in respond.io with any new information.
Use this template:
If you chat with leads over instant messaging, you’ll want to have the latest information about them to add context to your conversation. With this automation, when a person is updated in Pipedrive, they’ll be updated in respond.io so you’ll know if any details have changed.
Use this template:
It’s important for sales agents to know if a deal is in progress when they’re chatting with a Contact over respond.io. This integration will add a comment to the Contact’s conversation in respond.io when a new Pipedrive deal is created so agents can see it when they chat.
Use this template:
With this integration, a comment will be automatically added to the corresponding conversation in respond.io whenever a Pipedrive deal is updated so agents are always informed of the latest deal updates.
Use this template:
Closing notes in respond.io allow agents to summarize the outcome of the conversation with a Contact. Pass on this valuable information to Pipedrive with this integration. With it, a note will be added to the contact in Pipedrive with respond.io’s closing note.
Use this template:
We have Zapier templates integrating with other popular CRM & E-Commerce platforms. See the full list of templates here.
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