Setting up Pipedrive Leadbooster Chatbot

All demos from “Pipedrive CRM - Setup Demo For How To Win Deals In 2026”

1. 1:140:50Syncing Email and Calendar to PipedriveDemonstrates how to connect a work email and calendar to Pipedrive to ensure all communications and meetings are synced to the CRM.Pipedrive· Sync leads to CRM
2. 2:142:31Creating Deals and Activities in PipedriveShows the process of manually adding a new deal, associating it with an organization, and scheduling follow-up activities.Pipedrive· Sync leads to CRM
3. 7:241:33Using Email Templates in PipedriveWalks through selecting and sending strategic email templates directly from the Pipedrive interface.Pipedrive· Build a cold-email sequence
4. 12:162:43Setting up Pipedrive Leadbooster ChatbotCurrentDemonstrates configuring a live chat widget and chatbot for a website to capture and route inbound leads.Pipedrive· AI inbound qualification
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AI inbound qualification

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1. 40:083:48Creating and Embedding Web FormsThomas walks through building a custom web form in Pipedrive to capture inbound leads and automatically create deals in the pipeline.@davame01
2. 0:421:38Configure Pipedrive Chatbot for lead qualificationShows how to customize the chatbot's appearance and build a logic flow to qualify or disqualify website visitors based on their responses.@gocrmcoach
3. 2:500:25Setting up Live Chat in PipedriveDemonstrates adding a live chat card to the chat bubble to connect website visitors with a human sales representative.@gocrmcoach
4. 32:207:53Configure Pipedrive Chatbot and Lead PlaybooksThe video demonstrates how to set up a live chat playbook in Pipedrive to automatically qualify leads and capture contact details like name and email.@CloudMita
5. 54:5210:27Create and embed lead registration formsDemonstration of creating a custom web form in Pipedrive, adding fields like WhatsApp number, and viewing the submitted lead data in the CRM.@CloudMita
6. 12:162:43Setting up Pipedrive Leadbooster ChatbotCurrentDemonstrates configuring a live chat widget and chatbot for a website to capture and route inbound leads.@dominiccx