# CRM Integration: Pipedrive

Streamline your sales and customer support processes by integrating Pipedrive to IS-Messenger using Zapier. With this integration, you can automate various processes and tasks between Pipedrive and IS-Messenger, such as:

* Real-time contact data updates between Pipedrive and IS-Messenger
* Updating deal statuses in IS-Messenger when new deals are added in Pipedrive
* Adding notes in Pipedrive when a conversation closes in IS-Messenger

We’ve created Zapier templates to accomplish some common business goals, so you don’t need to start your Zaps from scratch.

You will need to connect to IS-Messenger to use the Zapier templates. Follow the steps to [set up your IS-Messenger and Zapier integration here](/ismessenger/workspace-setting/integrations.md).

### List of Zapier Templates for Pipedrive and IS-Messenger <a href="#list_of_zapier_templates_for_pipedrive_and_respond_io" id="list_of_zapier_templates_for_pipedrive_and_respond_io"></a>

**Add new IS-Messenger Contacts as Pipedrive people**

Add leads in Pipedrive while a conversation is happening. If you chat with new leads over instant messaging via IS-Messenger, this automation will create a new person in Pipedrive for the IS-Messenger Contact.

<figure><img src="https://files.helpdocs.io/9e3syfbzn8/articles/whmvitd2zv/1676428321871/pipedrive-1.png" alt=""><figcaption></figcaption></figure>

**Add new IS-Messenger updates to Pipedrive people**

Don't worry about manually updating IS-Messenger Contact information to your Pipedrive account because this integration takes care of that for you. Anytime a selected field for a IS-Messenger Contact is updated, Zapier automatically updates the fields of that person in Pipedrive.

<figure><img src="https://files.helpdocs.io/9e3syfbzn8/articles/whmvitd2zv/1676428498040/pipedrive-2.png" alt=""><figcaption></figcaption></figure>

**Create or update new Pipedrive Contacts in IS-Messenger when a new person is added in Pipedrive**

Start chatting with Pipedrive leads right away by adding them as Contacts on IS-Messenger. With this automation, when you add a new person in Pipedrive, they’ll be added as a IS-Messenger Contact if they’re not, so you can start a conversation with them. It will also update an existing Contact profile in IS-Messenger with any new information.

<figure><img src="https://files.helpdocs.io/9e3syfbzn8/articles/whmvitd2zv/1676428576478/pipedrive-3.png" alt=""><figcaption></figcaption></figure>

**Add new Pipedrive people updates to IS-Messenger Contacts**

If you chat with leads over instant messaging, you’ll want to have the latest information about them to add context to your conversation. With this automation, when a person is updated in Pipedrive, they’ll be updated in IS-Messenger so you’ll know if any details have changed.

<figure><img src="https://files.helpdocs.io/9e3syfbzn8/articles/whmvitd2zv/1676428800938/pipedrive-4.png" alt=""><figcaption></figcaption></figure>

**Add IS-Messenger comments for new Pipedrive deals**

It’s important for sales agents to know if a deal is in progress when they’re chatting with a Contact over IS-Messenger. This integration will add a comment to the Contact’s conversation in IS-Messenger when a new Pipedrive deal is created so agents can see it when they chat.

<figure><img src="https://files.helpdocs.io/9e3syfbzn8/articles/whmvitd2zv/1676428893131/pipedrive-5.png" alt=""><figcaption></figcaption></figure>

**Add comments to conversations in IS-Messenger when new Pipedrive deals are updated**

With this integration, a comment will be automatically added to the corresponding conversation in IS-Messenger whenever a Pipedrive deal is updated so agents are always informed of the latest deal updates.

<figure><img src="https://files.helpdocs.io/9e3syfbzn8/articles/whmvitd2zv/1676428957672/pipedrive-6.png" alt=""><figcaption></figcaption></figure>

**Find persons and add notes to Pipedrive contacts when new IS-Messenger conversations close**

Closing notes in IS-Messenger allow agents to summarize the outcome of the conversation with a Contact. Pass on this valuable information to Pipedrive with this integration. With it, a note will be added to the contact in Pipedrive with IS-Messenger's closing note.

<figure><img src="https://files.helpdocs.io/9e3syfbzn8/articles/whmvitd2zv/1676871746943/screenshot-2023-02-20-at-1-38-34-pm.png" alt=""><figcaption></figcaption></figure>


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