Chat leads in Pipedrivepersons, deals and meetings
Paste one token and every customer who messages you, every order and every booking lands in Pipedrive — persons, deals and meetings, kept up to date as things change.
Connect PipedriveThe short answer
Chatmizer creates and updates Pipedrive persons from your chat customers, turns orders and chat orders into deals with value and currency — open, won or lost — with the order details as a note, and adds each booking as a meeting activity on the person. It connects with your personal API token, searches before it adds anyone and never deletes anything in Pipedrive.
What it does
Persons
Name, phone and email. Chatmizer searches by email, then phone, before adding anyone.
Deals: open, won or lost
Every order and chat order with its value and currency — won when delivered or paid, lost when cancelled — and the order details as a note.
Bookings as meetings
Each booking is a meeting activity on the person, in Pipedrive's calendar; finished ones are marked done.
One token, no admin setup
Connect with the personal API token from your Pipedrive settings. It is stored encrypted.
How it works
- 1
A new customer messages you and becomes a Pipedrive person.
- 2
They book a viewing or order in the chat: a meeting or a deal appears on that person.
- 3
Delivered or paid, the deal is marked won; cancelled, lost.
What businesses use it for
Viewings for property agents
Viewings booked in the chat land as meetings on the person, next to their deal.
Real estateCourse sign-ups
Students who enquire and enrol through chat are persons and deals your team follows in one pipeline.
Training centres and coursesQualified by AI, closed in Pipedrive
Your AI agent answers first; by the time sales calls, the person is already in Pipedrive.
AI customer service
Set it up in three steps
- 1
In Pipedrive, tap your profile picture → Personal preferences → API, and copy your personal API token.
- 2
In Chatmizer open Integrations → Pipedrive → Connect, paste the token and press Connect.
- 3
Switch on what to sync: Contacts, Orderista orders, Chat orders, Bookings. Everything you already have goes over too.
Questions people ask
Whose token should I use?
The token belongs to the Pipedrive user who copies it, so use the account your team works in. If you make a new token in Pipedrive, paste it again in Chatmizer.
Do my chat messages appear in Pipedrive?
No. Persons, deals and meetings sync; the conversations stay in Chatmizer's inbox.
Does anything sync back from Pipedrive?
No. The sync goes one way, from Chatmizer to Pipedrive.
Can Chatmizer delete my Pipedrive data?
No. It never deletes anything in your CRM; disconnecting only stops the sync.
Connect it once and let every chat keep it up to date.