Configure Pipedrive Chatbot and Lead Playbooks

All demos from “Pipedrive tutorial for Absolute Bginners 2026”

1. 32:207:53Configure Pipedrive Chatbot and Lead PlaybooksCurrentThe video demonstrates how to set up a live chat playbook in Pipedrive to automatically qualify leads and capture contact details like name and email.Pipedrive· AI inbound qualification
2. 45:009:50Using Pipedrive Prospector to find leadsA walkthrough of the Pipedrive Prospector tool, showing how to filter by industry, job title (e.g., Engineer), and country to generate a lead list.Pipedrive· Build a list from ICP filters
3. 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.Pipedrive· AI inbound qualification
4. 1:11:1813:11Setting up email campaigns and sender accountsShows how to connect a Gmail account to Pipedrive Campaigns, verify subscribers, and compose an email template with tracking enabled.Pipedrive· Build a cold-email sequence
5. Watch “Pipedrive tutorial for Absolute Bginners 2026” →

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 PlaybooksCurrentThe 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 ChatbotDemonstrates configuring a live chat widget and chatbot for a website to capture and route inbound leads.@dominiccx