Pipedrive integration

2 min read
updated: Nov 23, 2022

In this tutorial you’ll find instructions on how to create a Zap adding a LiveChat contact as person in Pipedrive after the chat ends.

New person in Pipedrive

Creating the Pipedrive – LiveChat ZapLink icon

Creating a Zap consist of three main parts:

  1. Setting up the trigger
  2. Configuring the action
  3. Launching the Zap
You can use a ready-made Zap template to set up this integration. Check it out in LiveChat Zapbook.
You can use a ready-made Zap template to set up this integration. Check it out in LiveChat Zapbook.

Setting up LiveChat triggerLink icon

  1. Log in to Zapier and click on Make a Zap in the upper menu.

Creating a new Zap

  1. Choose LiveChat as the Trigger App.
  2. Select Finished Chat as the Trigger.

Selecting LiveChat trigger

  1. Click on Save + Continue to proceed.
  2. Click on Connect a New Account and then provide your LiveChat login email and the PAT (Personal Access Token). Next, click on the Yes, continue to accept.

Entering your LiveChat account data

  1. You can rename the account and then click on Save + Continue.
  2. Select Fetch & Continue to test this step and make sure it is working properly.

Configuring the action in PipedriveLink icon

  1. Choose Pipedrive as Action App.
  2. Then choose Create person as the action and confirm by clicking on Continue.

Selecting Pipedrive action

  1. Grant Zapier the access to your Pipedrive account by providing API key in the pop-up window.

Authorizing application in Zapier

  1. Select your Pipedrive account and confirm the choice by clicking on Continue.
  2. Next, set up which data will be passed to Pipedrive.

Setting up the template

  1. After you finish, click on Continue button down the page to proceed.
  2. Zapier will ask you to test new Zap. Follow the instructions to make sure your Zap is working correctly.
  3. Next click on the Finish button.

Testing Pipedrive account

Launching the ZapLink icon

  1. Turn the Zap on by clicking on the grey switch and start passing information from LiveChat to Pipedrive.

Turning Zap on

Well done! You have just linked your LiveChat with Pipedrive through Zapier. At the end of each chat, it will save the info about your visitor and add it as a new person to Pipedrive.

New person in Pipedrive

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