AI inbound qualification

2 tools demoed performing this task — top clips for each.

Pipedrive6Clay1

Pipedrive

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. Watch 6 Pipedrive demos →

Clay

1. 20:332:21Automated inbound lead enrichmentShows how to trigger a Clay workflow from an inbound form submission to research the lead and send an immediate notification.@michaelsaruggia