Web chat

Get more leads on any Pipedrive plan

Engage your website’s visitors with the quick, convenient service they expect. Use a combination of your custom Chatbot and Live Chat to turn window shoppers into qualified leads. Both tools are available in the LeadBooster add-on, which can be added to any Pipedrive CRM plan.

Set up Chatbot

Included in LeadBooster add-on. Try it free for 14 days, from $32.50 per month afterward.

4.5/5

4.3/5

4.3/5

4.8/5

4.5/5

4.5/5

Chatbot
Live Chat
Schedule meetings
Talk to and qualify more leads

Chatbot

Think of your Chatbot as a tireless team member who instantly engages your website visitors 24/7. Customize how it looks, the questions it asks and how it replies. Tailor your Chatbot’s questions on different web pages, and, depending on the visitor’s answers, qualify them immediately or route them to an available sales rep if desired.

Live Chat

Have available sales reps add a human touch when needed – from anywhere. They can seamlessly pick up conversations started by a Chatbot using the Pipedrive web platform or mobile app. If your team ever gets busy, your Chatbot steps in so no leads slip away.

Schedule meetings

Get more leads into sales demos with your team using Pipedrive’s Scheduler. Send calendar links in Live Chat or, if a lead qualifies, your Chatbot can help them book a meeting with a sales rep. Meetings automatically sync to your reps’ calendars.

Talk to and qualify more leads

Don’t let your website visitors slip through your fingers. Pipedrive’s Chatbot can reach out to each visitor and offer guidance around your site, while also converting them into leads. With leads flowing in, your sales team has more time to focus on turning them into customers instead of tracking them down in the first place.

LeadBooster add-on

Get more leads with this powerful and easy-to-use lead generation toolset. In addition to Chatbot and Live Chat you can engage inbound leads with your Web Forms, or find outbound leads with Prospector. LeadBooster can be added to any Pipedrive CRM plan. This add-on includes:

Chatbot

Live Chat

Prospector

Web Forms

Chatbot

Live Chat

Prospector

Web Forms

Starting from

$32.50

per company per month, billed annually
or $39 per company per month, billed monthly

What is web chat?

Web chat is a web browser messaging tool that helps teams connect with website visitors and customers in real time. With today’s customers expecting fast, accessible service, using a chat function on your website is invaluable for both sales and retention.

Through live web chat tools, customer support and sales teams can answer questions about products or resolve issues without having to jump on a lengthy phone call. You can save even more time with automations.

Automated workflows and pre-loaded chatbots take care of everything: from basic support to collecting customer satisfaction ratings, to booking meetings.

Generate leads by engaging with your users

Pipedrive’s LeadBooster generates leads from your website without your sales reps lifting a finger.

LeadBooster’s customizable Chatbot lives on your website 24/7. Tailor the chat conversations and fit the tone of voice to your brand. Segment leads with custom questions so they get the right information and you get qualified contacts.

Answer frequently asked questions

Give your leads and customers the experience they deserve with self-service and real-time guidance.

Answer questions immediately using a pre-loaded web chat service like LeadBooster’s Chatbot. Pull up relevant FAQs or knowledge base pages, so customers can fix common issues while reducing support response times.

Direct more complex questions to a human representative with Live Chat. Store chat transcripts against contacts and see the entire chat history in your CRM.

4 Live Chat best practices to keep your audience engaged

You only have a small window to engage website visitors and give them a great customer experience.

Following some simple best practices and using live chat messaging to keep the conversation flowing is one of the best ways to turn website visitors into leads and customers.

  • 1. Ensure the Chatbot to Live Chat handover is seamless

    If you want to impress your visitors, avoid clunky or stalled transfer processes. Pipedrive’s Chatbot can trigger a live chat with an available customer service rep when it’s gone as far as it can with programmed content.

    Send automatic notifications to available customer service reps so they can take over conversations started by a chatbot in the same chat window. With Pipedrive's mobile app, reps can pick up conversations from anywhere and keep visitors engaged.

  • 2. Make information gathering painless

    If a visitor is interested in a demo or needs to chat with a sales rep, they'll have to hand over some information so the rep can get in touch.

    Live Chat software can help all parties avoid the back-and-forth emails involved in information gathering. Pipedrive’s LeadBooster lets you share forms in your web chat software, giving leads an easy way to send their contact information.

  • 3. Ask a few simple questions

    Use Pipedrive’s Chatbot to hook interested website visitors with a welcome message and a simple question. Prompt Chatbot to ask each visitor just a few questions to start a conversation. If your customer interaction goes in the right direction, you can set Chatbot to ask for contact information.

    Chatbots shouldn’t feel robotic but more like an extension of your team that matches your brand.

  • 4. Have your playbooks ready

    Playbooks are scripted conversation pathways your chatbot deploys to capture information from leads and schedule meetings on your sales reps’ calendars.

    Use Pipedrive's templates to create Chatbot playbooks that trigger on product or pricing pages, engaging interested visitors and turning them into potential buyers.

How Pipedrive uses Chatbot to increase trials to customers by 30%

Our sales reps use Chatbot functions to generate qualified leads and convert prospects watching demos into paying customers.

Pipedrive’s Chatbot uses programmed questions to send contact details to our Leads Inbox or prompt leads to select their best call time in our reps’ calendar.

Read the case study

Create intelligent automations

Make automatic lead qualification and meeting booking a reality with Pipedrive’s workflow automations.

Build customized workflows and sync your reps’ calendars so they can wake up to booked meetings with high-quality leads.

Design Chatbot playbooks that qualify visitors and automatically assign them to a specific sales team, so they’re always talking to the right people.

Convert conversations into customers