Manage leads and deals

Add leads manually, import them in bulk from spreadsheets, or let them flow in from other sources without lifting a finger.

Keep your inbox full of qualified leads from your website visitors who either have a conversation with your Chatbot or one of your sales reps via Live Chat.

Know where leads stand with default “hot”, “warm”, or “cold” labels, or create as many custom labels as you want. Filter, sort, and edit your leads by label, owner or other custom fields to prioritize which to focus on.

Schedule an email, call, or any custom activity you like with leads straight from Leads Inbox to get the ball rolling. Leads will then be displayed in order of activity due dates.

Instantly engage your website visitors at any time of the day or night. Easily customize the look of your bot, the questions it asks and how it replies.

Have your reps go online and indicate that they’re available to chat with your website visitors. Seamlessly pick up conversations on the web or our mobile app to qualify leads started by your Chatbot.

Tailor the qualifying questions your Chatbot asks on different web pages. Depending on how a lead answers, easily assign Live Chat conversations to the right sales rep for smooth service.

Let leads book a meeting time with a sales rep that automatically syncs to your rep’s calendar with Pipedrive’s Scheduler. Just send the calendar link via Live Chat, or if leads qualify, your Chatbot can help them book a meeting.

Customize web forms so prospects can submit their names, email addresses, phone numbers, and other details, which get delivered straight into your pipeline.

Set where inbound leads appear, whether as deals under contacts or organizations, and turn on email notifications to be alerted when new ones come in.

Send a form to your email database or post it on social media by sharing the link. To add it to a website, just paste the code snippet in a CMS like WordPress.