Turn an inbound conversation into an Affinity record, with the notes already attached.
Get more done with Tidio and Pipedrive Integration
Connect conversations to your CRM and turn promising chats into new deals without leaving Tidio.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
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Use cases
What you can do with Tidio and Pipedrive
Send chat contacts to your CRM
Export a visitor's name, email, and phone number from the conversation and save them in Pipedrive as a new contact.
Open a deal without leaving the chat
Create a new Pipedrive deal from the visitor panel the moment a conversation starts to look like a real opportunity.
Choose which leads reach your pipeline
Leads are sent manually, so only the conversations worth following up become contacts or deals in Pipedrive.
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.
Pipedrive
CRM
Tags
CRM
Lead Capture
Sales Pipeline
How it works
Connect Pipedrive in minutes
1
Connect Tidio to Pipedrive
Add the integration from Integrations in the Tidio panel and connect your Pipedrive account.
2
Open the visitor panel during a chat
The panel holds the details collected in the conversation, like a name, email, or phone number.
3
Send the lead over in one click
Export the contact or create a deal, and your sales team picks it up from Pipedrive.
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Frequently asked questions
Common questions about the Pipedrive integration
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.
Is the Pipedrive integration available on my plan?
Yes. The Pipedrive integration is available on all Tidio plans, including the free one. Compare plans to see what else each plan includes.