Chatra + Pipedrive Integration

Integrate Chatra to Pipedrive in one click, or tell Integrately AI how you want each lead handled. Capture visitor details, create deals in your CRM, update your pipeline, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Chatra
    Conversation is started in Chatra Instant
  • Chatra
    Message is received in Chatra Instant
  • Chatra
    Chat is finished in Chatra Instant
  • Pipedrive
    Project is created in Pipedrive Instant
  • Pipedrive
    Project is updated in Pipedrive Instant
  • Pipedrive
    Project is deleted in Pipedrive Instant
  • Pipedrive
    Activity is created in Pipedrive Instant
  • Pipedrive
    Activity is updated in Pipedrive Instant
  • Pipedrive
    Activity matches filter in Pipedrive
  • Pipedrive
    Deal is created in Pipedrive Instant
  • Pipedrive
    Deal is updated in Pipedrive Instant
  • Pipedrive
    Deal matches filter in Pipedrive
  • Pipedrive
    Deal stage is updated in Pipedrive Instant
  • Pipedrive
    Lead is created in Pipedrive Instant
  • Pipedrive
    Lead is updated in Pipedrive Instant
  • Pipedrive
    Note is created in Pipedrive Instant
  • Pipedrive
    Note is updated in Pipedrive Instant
  • Pipedrive
    Organization is created in Pipedrive Instant
  • Pipedrive
    Organization is updated in Pipedrive Instant
  • Pipedrive
    Organization matches filter in Pipedrive
  • Pipedrive
    Person is created in Pipedrive Instant
  • Pipedrive
    Person is updated in Pipedrive Instant
  • Pipedrive
    Person matches filter in Pipedrive
  • Pipedrive
    Product is added in Pipedrive Instant
  • Pipedrive
    Product is deleted in Pipedrive Instant
  • Pipedrive
    Product is updated in Pipedrive Instant
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2.
  • Pipedrive
    Create activity in Pipedrive
  • Pipedrive
    Update activity in Pipedrive
  • Pipedrive
    Get activity by id in Pipedrive
  • Pipedrive
    Delete activity in Pipedrive
  • Pipedrive
    Create deal in Pipedrive
  • Pipedrive
    Update deal in Pipedrive
  • Pipedrive
    Search deal in Pipedrive
  • Pipedrive
    Get deal by id in Pipedrive
  • Pipedrive
    Convert deal to lead in Pipedrive
  • Pipedrive
    Get deal conversion status in Pipedrive
  • Pipedrive
    Add product to deal in Pipedrive
  • Pipedrive
    Get products of deal in Pipedrive
  • Pipedrive
    Add participant to deal in Pipedrive
  • Pipedrive
    Get Participants by Deal Id in Pipedrive
  • Pipedrive
    Create lead in Pipedrive
  • Pipedrive
    Convert lead to deal in Pipedrive
  • Pipedrive
    Get lead conversion status in Pipedrive
  • Pipedrive
    Search lead in Pipedrive
  • Pipedrive
    Delete deal in Pipedrive
  • Pipedrive
    Create organization in Pipedrive
  • Pipedrive
    Update organization in Pipedrive
  • Pipedrive
    Search organization in Pipedrive
  • Pipedrive
    Get organization by id in Pipedrive
  • Pipedrive
    Delete organization in Pipedrive
  • Pipedrive
    Create person in Pipedrive
  • Pipedrive
    Update person in Pipedrive
  • Pipedrive
    Search person in Pipedrive
  • Pipedrive
    Get person by id in Pipedrive
  • Pipedrive
    Delete person in Pipedrive
  • Pipedrive
    Create product in Pipedrive
  • Pipedrive
    Update product in Pipedrive
  • Pipedrive
    Search product in Pipedrive
  • Pipedrive
    Get product by id in Pipedrive
  • Pipedrive
    Get product variations in Pipedrive
  • Pipedrive
    Delete product in Pipedrive
  • Pipedrive
    Add follower in Pipedrive
  • Pipedrive
    Create note in Pipedrive
  • Pipedrive
    Update note in Pipedrive
  • Pipedrive
    Search note in Pipedrive
  • Pipedrive
    Attach file in Pipedrive
  • Pipedrive
    Get user by id in Pipedrive
  • Pipedrive
    Search user by email in Pipedrive
  • Pipedrive
    Search user by name in Pipedrive

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Ready Workflows Ready Workflows for Chatra + Pipedrive Integration

Capture visitor conversations, create new deals, update customer records, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
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Connect more apps to your Chatra + Pipedrive flow

Extend your live chat and CRM setup with notifications, email marketing, payments, and scheduling tools. Pick a combination and activate it in one click.

Chatra
Pipedrive
+
GmailGmail (6)
+
MailchimpMailchimp (6)
+
SlackSlack (6)
+
CalendlyCalendly (6)
+
StripeStripe (6)
+
TypeformTypeform (6)
C
P
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When a conversation is started in Chatra, create a deal in Pipedrive, and send an email notification in Gmail.
New chat visitors instantly become Pipedrive deals while Gmail alerts your team, eliminating manual data entry.
C
P
G
When a message is received in Chatra, create a person in Pipedrive, and send a welcome email in Gmail.
Capture contact details from incoming Chatra messages into Pipedrive and trigger a welcome email in Gmail instantly.
C
P
G
When a chat is finished in Chatra, update the deal in Pipedrive, and send a summary email in Gmail.
Finished chats update your Pipedrive deals and send detailed wrap-up emails in Gmail for internal record-keeping.
C
P
G
If a chat message includes a support request, create a Pipedrive activity and send an alert in Gmail.
Categorise inbound Chatra requests into Pipedrive activities and notify support via Gmail automatically.
C
P
G
Use ChatGPT to summarise Chatra conversations, save notes in Pipedrive, and email the brief in Gmail.
AI summarises visitor chats, stores structured notes in Pipedrive, and sends email briefs via Gmail.
C
P
G
When a chat finishes in Chatra, update Pipedrive deals, create a follow-up task, and email the client in Gmail.
Close out chats by updating Pipedrive records, scheduling team tasks, and emailing clients through Gmail.

Supported triggers and actions for Chatra and Pipedrive

Mix and match to build the exact automation you need

Chatra
Chatra Triggers & Actions
Instant
Conversation is started in Chatra
Triggers the automation when a new conversation is initiated
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Instant
Message is received in Chatra
Triggers the automation when a new message is received
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Instant
Chat is finished in Chatra
Triggers the automation when a chat is marked as complete
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No action is available
Pipedrive
Pipedrive Triggers & Actions
Instant
Project is created in Pipedrive
Triggers the automation when a new Project is added
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Instant
Project is updated in Pipedrive
Triggers the automation when a Project is updated
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Instant
Project is deleted in Pipedrive
Triggers the automation when a Project is deleted
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Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
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Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
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Activity matches filter in Pipedrive
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Instant
Deal is created in Pipedrive
Triggers the automation when a deal is created
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Instant
Deal is updated in Pipedrive
Triggers the automation when a deal is updated
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Deal matches filter in Pipedrive
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Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
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Instant
Lead is created in Pipedrive
Triggers the automation when a new lead is created
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Instant
Lead is updated in Pipedrive
Triggers the automation when a new lead is created
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Instant
Note is created in Pipedrive
Triggers the automation when a new note is created
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Instant
Note is updated in Pipedrive
Triggers the automation when a note is updated
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Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
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Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
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Organization matches filter in Pipedrive
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Instant
Person is created in Pipedrive
Triggers the automation when a new person is created
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Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
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Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
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Instant
Product is added in Pipedrive
Triggers the automation when a new product is added
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Instant
Product is deleted in Pipedrive
Triggers the automation when a product is deleted
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Instant
Product is updated in Pipedrive
Triggers the automation when a product is updated
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Create activity in Pipedrive
Generates a new activity or task
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Update activity in Pipedrive
Updates the activity with the latest information
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Get activity by id in Pipedrive
Retrieves details of an activity using ID
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Delete activity in Pipedrive
Deletes an activity
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Create deal in Pipedrive
Generates a new deal
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Update deal in Pipedrive
Updates deal information based on new criteria or changes
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Search deal in Pipedrive
Searches for a deal
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Get deal by id in Pipedrive
Retrieves a deal by its id
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Convert deal to lead in Pipedrive
Converts a deal into a lead
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Get deal conversion status in Pipedrive
Retrieves the conversion status of a deal
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Add product to deal in Pipedrive
Adds selected product to a deal
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Get products of deal in Pipedrive
Retrieves products associated with a deal
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Add participant to deal in Pipedrive
Adds a participant to a deal
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Get Participants by Deal Id in Pipedrive
Retrieves participants associated with a deal id
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Create lead in Pipedrive
Generates new leads for potential customers
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Convert lead to deal in Pipedrive
Converts a lead into a deal
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Get lead conversion status in Pipedrive
Retrieves the conversion status of a lead
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Search lead in Pipedrive
Searches for a lead
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Delete deal in Pipedrive
Deletes a deal
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Create organization in Pipedrive
Generates a new organization
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Update organization in Pipedrive
Updates organization information
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Search organization in Pipedrive
Finds and retrieves information about a organization
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Get organization by id in Pipedrive
Retrieves details of an organization using ID
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Delete organization in Pipedrive
Deletes an organization
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Create person in Pipedrive
Generates a new person
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Update person in Pipedrive
Updates the information of a person
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Search person in Pipedrive
Retrieves information about a person
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Get person by id in Pipedrive
Retrieves a person's information by their id
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Delete person in Pipedrive
Deletes a person
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Create product in Pipedrive
Generates and launch new products
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Update product in Pipedrive
Updates product information
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Search product in Pipedrive
Searches for a product
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Get product by id in Pipedrive
Retrieves product information using its id
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Get product variations in Pipedrive
Retrieves variations of a product
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Delete product in Pipedrive
Deletes a product
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Add follower in Pipedrive
Increase your follower count
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Create note in Pipedrive
Creates a new note in the particular format
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Update note in Pipedrive
Updates a note with new information
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Search note in Pipedrive
Searches for a note
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Attach file in Pipedrive
Uploads and save the selected file to a task
Try it →
Get user by id in Pipedrive
Retrieves user information using their id
Try it →
Search user by email in Pipedrive
Searches for a user using email address
Try it →
Search user by name in Pipedrive
Searches for a user using the name
Try it →

What can you automate with Chatra + Pipedrive?

Streamline your live chat operations and CRM data management with robust automated workflows.

What you can automate?
🔄
Create Pipedrive deals from Chatra conversations
Automatically generate a new deal in Pipedrive the moment a visitor starts a conversation in Chatra, capturing contact details and initial inquiries without manual entry.
📝
Capture every submitted visitor field
Map all available visitor questions and custom chat fields directly into Pipedrive custom fields and contact notes instead of just basic names and email addresses.
🔔
Alert the right team member instantly
Trigger instant notifications in Slack or via email whenever high-value prospects engage in live chat, ensuring immediate sales outreach.
🔀
Route leads based on chat input criteria
Send enterprise prospects to senior account executives while routing standard inquiries to support queues based on keywords submitted during the chat session.
🔄
Keep Pipedrive records updated as chats progress
Automatically update existing Pipedrive contact details and deal stages as visitor conversations evolve from initial greeting to final resolution.
🛡️
Prevent duplicate records with smart matching
Search existing Pipedrive database records before creating new entries, updating existing contacts instead of generating duplicate entries for returning visitors.
Manage post-chat status changes smoothly
Update Pipedrive deal stages and schedule follow-up activities automatically the moment a live chat session is finished.
🔌
Extend your workflow to Slack and email apps
Connect your core Chatra and Pipedrive automation with Slack or Gmail to notify teams and send confirmation emails in a single multi-step flow.
And much more...

Who is Chatra + Pipedrive integration for?

Sales reps, support leads, and founders who engage website visitors via live chat need this integration to ensure every conversation instantly populates CRM pipelines without manual data entry.

Revenue operations leaders
Revenue operations leaders
Sales development reps
Sales development reps
Agency account managers
Agency account managers
Customer support teams
Customer support teams
Account executives
Account executives
Customer success managers
Customer success managers
📈
Revenue operations leaders
You're tracking visitor conversions across multiple web properties, but your pipeline reports only update when agents manually export chat logs, so the conversion metrics you're reporting against are always hours behind — this integration means every new chat conversation creates a Pipedrive deal instantly and your pipeline numbers stay current.
Sales development reps
You need to follow up with high-intent website visitors immediately, but leads sit in chat inboxes until someone checks them, so prospective buyers find out about your services too late — automating both apps means every new chat visitor lands in Pipedrive instantly and your team can engage prospects within seconds.
📊
Agency account managers
You answer to client stakeholders who want proof of visitor engagement and lead generation volume, but manual logging leads to missing records and incomplete reporting — connecting these apps means every inbound chat interaction is logged as a Pipedrive contact automatically and your client dashboards reflect true performance.
💬
Customer support teams
You're handling high volumes of inbound visitor inquiries daily, but copying customer details from live chat into your CRM causes data entry errors and forgotten follow-up tasks — with this integration, visitor messages create structured Pipedrive records instantly and support handoffs happen without administrative friction.
🤝
Account executives
You own the closing stage and depend on chat agents to hand over qualified prospect notes, but manual handovers frequently miss key budget requirements — automating both apps means every completed chat populates Pipedrive deal notes with full conversation details and your pipeline handovers remain airtight.
🗂️
Customer success managers
You need a reliable history of pre-sale conversations when onboarding new clients, but chat transcripts get lost across browser tabs and email threads — this integration means every customer interaction is securely stored in Pipedrive records and your onboarding team always has complete historical context.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Chatra + Pipedrive

Build and manage your Chatra + Pipedrive automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Chatra + Pipedrive with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Chatra to Pipedrive?
Frequently Asked Questions
You can connect Chatra to Pipedrive in 1 click using ready workflows on Integrately, or use Integrately AI to set up custom flows with Gmail, Slack, and other apps.
Can I automatically create Pipedrive deals from new Chatra conversations?
Frequently Asked Questions
Can I connect Chatra, Pipedrive, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Chatra and Pipedrive?
Frequently Asked Questions
How are chat visitor details passed into Pipedrive fields?
Frequently Asked Questions
Can I update Pipedrive deal stages when a chat finishes?
Frequently Asked Questions
Do I need coding skills to integrate Chatra and Pipedrive?
Frequently Asked Questions
Is the Chatra and Pipedrive integration free?
Frequently Asked Questions
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