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Pipedrive

With the Pipedrive integration, every contact your ChatNorris agent captures reaches your CRM automatically. When a visitor leaves their email or phone number (in the chat, in the Lead Form, or when booking an appointment), the agent:
  • looks up the person in Pipedrive by email or phone and creates them if they don’t exist;
  • links their company as an organization;
  • creates a Lead in the Leads Inbox, with a label to identify it;
  • adds a note with the link to the conversation and, if you want, an AI-generated summary;
  • logs follow-up activities when the agent hands off to someone on your team or when the visitor books a meeting.
Your sales team works the Lead in Pipedrive like any other, with the full context of the conversation one click away.

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Requirements

  • A ChatNorris account on the Standard or Premium plan. You can see the plans at chatnorris.ai/pricing.
  • At least one agent created in ChatNorris. If you don’t have one yet, follow Create an agent.
  • A Pipedrive account with permission to install apps.
  • The Owner or Admin role in your ChatNorris organization.
For now, the notes and activities ChatNorris creates in Pipedrive are in Spanish.

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Connect Pipedrive

Each agent connects to one Pipedrive account. You can start from ChatNorris or from the Pipedrive Marketplace; the result is the same.
1

Open the agent's Integrations hub

In ChatNorris, go to My agents → [your agent] → Integrations and choose Pipedrive in the catalog.
2

Click Connect with Pipedrive

Pipedrive opens. If you’re not signed in, sign in with your account.
3

Accept the permissions

Pipedrive shows you the permissions ChatNorris requests (see Permissions). Accept them to continue.
4

Return to ChatNorris

Pipedrive sends you back to the integration page, which shows the active connection with your Pipedrive company name. Continue with Configure the Action.
Have several agents? Repeat the connection for each one. They can use the same Pipedrive account or different accounts.

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Configure the Action

Connecting Pipedrive doesn’t send anything yet. To choose what the agent does in your CRM:
1

Create the Pipedrive Action

Go to My agents → [your agent] → Actions, click New action, and choose Pipedrive.
2

Choose the capabilities

Turn on the ones you want (see the table below). Some depend on others: for example, to label the Lead you first have to create it.
3

Turn on the Action and save

From then on, every confirmed contact from this agent reaches Pipedrive.
ChatNorris only creates and fills in data: it never deletes people, organizations, or Leads, and it doesn’t read your deals, emails, or products. If the same visitor writes again, nothing is duplicated: the agent recognizes the person and the Lead it already created.

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Permissions

When you install, Pipedrive asks you to accept these permissions for ChatNorris:

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Disconnect or uninstall

You can cut the connection from either side:
  • From ChatNorris: in My agents → [your agent] → Integrations → Pipedrive, click Disconnect. The Pipedrive Action turns off and keeps its configuration.
  • From Pipedrive: in your account settings, open the list of installed apps and uninstall ChatNorris. ChatNorris receives the notice and marks the connection as expired on every agent that used it.
What was already created in Pipedrive (people, organizations, Leads, notes, and activities) stays in your account. To send contacts again, connect Pipedrive again and turn on the Action.

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Frequently asked questions

The agent identifies the person by email or phone, not by name. If two conversations leave the same email or phone, both Leads are linked to the same person, even if the name written is different. This way we avoid duplicate people in your CRM.
Check that the Sync company capability is on and that the visitor gave their company, for example in a Company field of the Lead Form. Without a company, the Lead is still created, with just the person.
Check that Log booked meetings is on. Only appointments from Google Calendar, Encuadrado, and AgendaPro are logged; Cal.com and Calendly don’t notify ChatNorris of the booking.
Pipedrive stopped accepting the access: for example, because the app was uninstalled or because the connection went unused for more than 60 days. Reconnect Pipedrive from the Integrations hub.
No. Only the AI summary uses 1 AI credit per lead, and only when the summary didn’t already exist in ChatNorris.

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Support

Need help with the installation? Write to us at hola@chatnorris.ai.