Chatrace + Pipedrive Integration

Integrate Chatrace to Pipedrive in one click, or tell Integrately AI how you want each order handled. Capture order details, create deals in Pipedrive, 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.
  • Chatrace
    Order is created in Chatrace Instant
  • Chatrace
    Order is concluded in Chatrace Instant
  • Chatrace
    Order is canceled in Chatrace Instant
  • Chatrace
    Tag is applied in Chatrace Instant
  • Chatrace
    Tag is removed in Chatrace Instant
  • Chatrace
    Subscriber is created in Chatrace Instant
  • Chatrace
    User is unsubscribed from bot in Chatrace Instant
  • Chatrace
    Custom field value is changed in Chatrace Instant
  • Chatrace
    User is subscribed to sequence in Chatrace Instant
  • Chatrace
    User is unsubscribed from sequence in Chatrace Instant
  • Chatrace
    Cart is abandoned in Chatrace 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.

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Ready Workflows Ready Workflows for Chatrace + Pipedrive Integration

Capture orders, organise subscriber data, keep your CRM updated, alert your sales team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Pipedrive + Chatrace Integration

Create Chatrace contact for new Pipedrive person

Creating a new Chatrace contact for every new Pipedrive person is a great way to keep your databases in sync. This way, you can be sure that your customers' information is accurate and up to date, and that you're able to track their purchase history.

Additionally, this Pipedrive - Chatrace integration can help you to better understand your customers' needs and preferences, and to target your marketing efforts more effectively. By keeping your Chatrace and Pipedrive systems in sync, you can provide a better experience for your customers and thereby improve your business's bottom line.
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Chatrace + Pipedrive Integration

Create Pipedrive person for new Chatrace order

When a new Chatrace order is placed, it's important to create a Pipedrive person for the customer. This helps to integraiton the customer into your marketing ecosystem and allows you to track their engagement with your brand.

There are a few key pieces of information that you'll need in order to create a new marketing contact: name, email address, and order information. With this information, you can create a new Pipedrive person and start sending them targeted communications.

In addition, you can also use this opportunity to upsell or cross-sell other products. By creating a new Pipedrive person for every Chatrace order, you can maximize your chances of success with each customer.
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Chatrace + Pipedrive Integration

Create Pipedrive person from new Chatrace contact

If you're an ecommerce business owner who uses Chatrace to power your online store, you'll be happy to know that when a new person is created in Pipedrive, this automation will automatically create a contact in Chatrace.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Chatrace + Pipedrive flow

Sync your store data, send targeted email campaigns, and alert your team on chat once records sync. Pick a combination and activate it in one click.

Chatrace
Pipedrive
+
ShopifyShopify (8)
+
MailchimpMailchimp (8)
+
Facebook Lead AdsFacebook Lead Ads (8)
+
Google SheetsGoogle Sheets (8)
+
CalendlyCalendly (8)
+
SlackSlack (8)
C
S
P
Add every new Chatrace subscriber to your Shopify customer list, and create a deal in Pipedrive
New subscribers in Chatrace instantly appear in Shopify as customers and log a new deal in Pipedrive.
C
S
P
Notify your team in Shopify when a Chatrace order is created, and log the deal in Pipedrive
Fulfill Chatrace orders through Shopify and track the financial outcome as a deal in Pipedrive.
C
S
P
When a Chatrace cart is abandoned, create a draft order in Shopify and update the Pipedrive deal stage
Recover abandoned chat carts by generating Shopify draft orders and updating your Pipedrive pipeline.
C
S
P
Create a Shopify product when a Chatrace order concludes, and update the associated Pipedrive product
Keep your Shopify catalog synced with completed chat sales and update Pipedrive product records.
C
S
P
If a Chatrace custom field value changes, update the Shopify customer record and add a note in Pipedrive
Route custom field updates from Chatrace into Shopify customer accounts and log Pipedrive notes.
C
S
P
When a Chatrace subscription is canceled, update the Shopify customer status and close the Pipedrive deal
Mark canceled chat subscribers as inactive in Shopify and close out associated Pipedrive deals.
C
S
P
Use ChatGPT to summarise abandoned carts in Chatrace, create a Shopify draft order, and log a deal in Pipedrive
Let ChatGPT parse abandoned chat carts before creating Shopify draft orders and Pipedrive deals.
C
S
P
When an order is created in Chatrace, create a Shopify customer, log the deal in Pipedrive, and create an activity
Automate full customer onboarding across Shopify and Pipedrive the moment a chat order arrives.

Supported triggers and actions for Chatrace and Pipedrive

Mix and match to build the exact automation you need

Chatrace
Chatrace Triggers & Actions
Instant
Order is created in Chatrace
Triggers the automation when a new order is created
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Instant
Order is concluded in Chatrace
Triggers the automation when an order is concluded
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Instant
Order is canceled in Chatrace
Triggers the automation when an order is canceled
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Instant
Tag is applied in Chatrace
Triggers the automation when a tag is added
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Instant
Tag is removed in Chatrace
Triggers the automation when a tag is added
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Instant
Subscriber is created in Chatrace
Triggers the automation when a new subscriber is added
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Instant
User is unsubscribed from bot in Chatrace
Triggers the automation when user unsubscribes from the bot
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Instant
Custom field value is changed in Chatrace
Triggers the automation when the value of a custom field changes
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Instant
User is subscribed to sequence in Chatrace
Triggers the automation when a user is subscribed to a sequence
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Instant
User is unsubscribed from sequence in Chatrace
Triggers the automation when a user is unsubscribed from a sequence
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Instant
Cart is abandoned in Chatrace
Triggers the automation when a user abandons their cart
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Create SMS contact in Chatrace
Adds a new sms contact
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Create tag in Chatrace
Generates a new tag
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Seach user in Chatrace
Searches for a user
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Set contact custom field in Chatrace
Sets a custom field for a contact
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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
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Get user by id in Pipedrive
Retrieves user information using their id
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Search user by email in Pipedrive
Searches for a user using email address
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Search user by name in Pipedrive
Searches for a user using the name
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What can you automate with Chatrace + Pipedrive?

Streamline your conversational commerce and sales operations with robust, ready-made automation workflows.

What you can automate?
🔄
Create Pipedrive deals from Chatrace orders
Automatically generate a new deal in Pipedrive the exact moment an order is created or concluded in Chatrace. Eliminate manual data entry between your messenger bot and your sales pipeline.
📋
Capture every submitted custom field
Map custom field values and subscriber attributes from Chatrace straight into Pipedrive custom fields instead of just basic contact names and email addresses.
🔔
Alert your team instantly on chat
Send real-time channel notifications in Slack or team chat tools whenever a high-value order or subscriber is registered in Chatrace and logged in Pipedrive.
🔀
Route records based on submitted criteria
Branch your automation logic depending on specific tags or custom field values submitted in Chatrace, routing VIP buyers to priority Pipedrive pipelines.
📈
Keep deal stages synchronized
Update Pipedrive deal stages and statuses automatically as subscribers progress through Chatrace sequences, cart checkouts, or order cancellations.
🔍
Prevent duplicate records with smart search
Search existing person and organization records in Pipedrive before creating new entries, ensuring clean database hygiene across your entire CRM.
⚙️
Handle later status changes and cancellations
Automatically update Pipedrive deals to lost or won status when a Chatrace subscription is canceled or an order successfully concludes.
🔗
Extend flows to popular supporting apps
Connect your Chatrace and Pipedrive workflow with Slack, Google Sheets, or Shopify to notify teams, log backups, and manage ecommerce fulfillment.
And much more...

Who is Chatrace + Pipedrive integration for?

Teams managing messenger bot marketing and sales pipelines benefit from automated data syncs that remove manual copy-pasting.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Agency account managers
Agency account managers
Ecommerce founders
Ecommerce founders
Sales operations leads
Sales operations leads
Customer success teams
Customer success teams
📈
Performance marketers
You're running messenger campaigns and monitoring chat conversions, but your pipeline metrics only update when someone manually exports subscriber lists, so your conversion counts are always hours behind — with this integration, every new order lands in your CRM instantly and your metrics stay current.
Sales representatives
You depend on rapid outreach when prospects engage with chat bots, but lead details sit trapped in messaging tools until an admin moves them over, so hot prospects grow cold before you make contact — automating both apps means every chat lead creates a Pipedrive deal the moment it arrives.
🤝
Agency account managers
You report on client bot performance and pipeline growth weekly, but compiling stats from chat logs and CRM boards takes hours of tedious spreadsheet work — connecting these apps means your deal pipelines and order logs update automatically without manual data entry.
🛒
Ecommerce founders
You drive significant sales through automated messenger sequences, but high inquiry volume makes keeping customer CRM records updated by hand impossible — this integration means every chat order and subscriber record flows straight into Pipedrive without manual intervention.
🎯
Sales operations leads
You rely on clean handoffs between marketing automation bots and sales CRM pipelines, but manual entry errors create duplicate records and missing contact details — automating both apps means your sales reps always receive pristine, verified prospect profiles.
📋
Customer success teams
You need a complete history of customer interactions across chat and sales channels, but fragmented tool data leaves blind spots in your client timelines — with this integration, every subscriber activity and order milestone logs directly into Pipedrive notes.
Our team

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Why choose Integrately to automate Chatrace + Pipedrive

Build and manage your Chatrace + 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 Chatrace + 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
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2
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Chatrace to Pipedrive?
Frequently Asked Questions
You can connect Chatrace to Pipedrive in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation for you. It takes seconds to link your accounts and start syncing orders, contacts, and deals.
Can I automatically create Pipedrive deals from new Chatrace orders?
Frequently Asked Questions
Can I connect Chatrace, Pipedrive, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Chatrace and Pipedrive?
Frequently Asked Questions
How does Chatrace sync subscriber data to Pipedrive?
Frequently Asked Questions
Can I update Pipedrive deal stages based on Chatrace events?
Frequently Asked Questions
Do I need coding skills to automate Chatrace and Pipedrive?
Frequently Asked Questions
Is the Chatrace and Pipedrive integration free?
Frequently Asked Questions
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