AI inbound qualification
Qualify and route inbound leads automatically.
AI inbound qualification Tutorials
7 demos
Mar 2026 · 51.3K views
Davame - Pipedrive
Davame - Pipedrive40:083:48Pipedrive
Creating and Embedding Web FormsThomas walks through building a custom web form in Pipedrive to capture inbound leads and automatically create deals in the pipeline.AI inbound qualification
Feb 2026 · 368 views
Dominic The CX Guy
Dominic The CX Guy12:162:43Pipedrive
Setting up Pipedrive Leadbooster ChatbotDemonstrates configuring a live chat widget and chatbot for a website to capture and route inbound leads.AI inbound qualification
Feb 2026 · 498 views
CloudMita
CloudMita32:207:53Pipedrive
Configure 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.AI inbound qualification54:5210:27Pipedrive
Create 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.AI inbound qualification
Dec 2024 · 1.2K views
CRM Coach
CRM Coach0:421:38Pipedrive
Configure 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.AI inbound qualification2:500:25Pipedrive
Setting up Live Chat in PipedriveDemonstrates adding a live chat card to the chat bubble to connect website visitors with a human sales representative.AI inbound qualification
May 2025 · 3.1K views
Michael Saruggia - GTM Engineering
Michael Saruggia - GTM Engineering20:332:21Clay
Automated inbound lead enrichmentShows how to trigger a Clay workflow from an inbound form submission to research the lead and send an immediate notification.AI inbound qualification