Seamlessly Integrate Pipedrive with Kommunicate for AI-Powered Conversations

Overview

What is Pipedrive integration?

The Kommunicate ↔ Pipedrive integration lets your bot and live agents create/update CRM records directly from conversations: persons (contacts), organizations, deals and activities, with notes and associations — so you keep real-time chat and complete CRM history for reporting and follow-ups.

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Why Use Pipedrive with Kommunicate?

Chat → CRM, automatically: Create/update persons, organizations, and deals (with pipeline/stage and value) from qualified chats.
Tasks that drive next steps: Log activities (calls/meetings/todos) tied to the right deal or contact.
Two-way context: Post conversation notes to records; surface deal/ticket IDs and status back in the thread.
Reliable syncing: Use webhooks so Pipedrive changes (e.g., deal moved to “Won”) reflect in chat workflows.
WhatsApp + messaging: Use Marketplace apps to sync WhatsApp conversations into Pipedrive while Kommunicate handles capture and routing.

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How to Integrate Pipedrive with Kommunicate?

Open Kommunicate → Integrations → Pipedrive.
Get your Pipedrive API key: Pipedrive Profile → Personal Preferences → API; copy the API key and note your subdomain (e.g., yourcompany from https://yourcompany.pipedrive.com).
Paste API key + subdomain in the Kommunicate Pipedrive integration fields.
Create a Kompose form to collect user details (Name, Phone, Email, etc.). The docs provide a ready JSON for a Name/Phone/Email form with validation.
Add an intent for Pipedrive submission and enable Dynamic Messaging → Inline code. Paste the sample code from the docs:
- Use Axios to create a Person in Pipedrive with name/email/phone.
- On success, create an Activity (due_date, due_time, location, duration, note) associated with that new person.
- Replace the placeholder api_token and domain with your own.
Train a submit phrase (e.g., “Your information is being sent to our team”) as a trigger, per the docs.
Publish & test: Submit the form in chat, confirm the Person and Activity appear in Pipedrive → Activities.

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