Capture new leads and turn prospects into customers without any hassle, keeping your CRM updated automatically.
Get more done with Tidio and Pipedrive Integration
Connect conversations to your CRM and turn promising chats into new deals without leaving Tidio.
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Overview
Connect Tidio with Pipedrive to send new leads from live chats directly into your CRM. Export visitor details, create contacts, and open new deals without leaving the conversation. This integration helps you keep every opportunity organized and lets your team follow up faster.
Key features
- Export contact details from chats into Pipedrive as new contacts.
- Save names, emails, and phone numbers directly from the conversation.
- Create new deals in Pipedrive with one click during a chat.
- Send leads manually whenever a promising conversation appears.
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Frequently Asked Questions
Common questions about Integration with Pipedrive
What information can I send from Tidio to Pipedrive?
You can export key contact details such as name, email address, and phone number. These are saved in Pipedrive as a new contact for your sales team to follow up.
Can I create deals directly from a conversation?
Yes. You can create a new deal in Pipedrive straight from the visitor panel. This helps you capture opportunities the moment they appear in chat.
Do contacts sync automatically?
Leads are sent manually during a conversation, giving you full control over which visitors become contacts or deals in Pipedrive.