Pipedrive
Pipedrive is a CRM platform for tracking sales pipelines, optimising leads, managing deals with AI-assisted tools, and automating sales processes.
Key features include:
- Sales pipeline tracking
- Lead optimisation
- Deal management
- AI-assisted sales tools
- Sales process automation
- Chatbot and live chat tools
Pipedrive integrates with ShopWired by adding the chatbot to your ShopWired theme so you can display the chatbot on your website.
Account creation
Account creation
Create an account on the Pipedrive website.
After your account is created, configure your chatbot in Pipedrive and copy the embed code provided by Pipedrive.
Theme installation
Theme installation
Pipedrive provides chatbot embed code similar to the example shown below:
<script>
window.pipedriveLeadboosterConfig = {
base: 'leadbooster-chat.pipedrive.com'
};
</script>
The code shown above is illustrative only. You must copy the exact embed code provided in your own Pipedrive account, as the code and any ID values will be unique to your website.
- Navigate to Website > Themes
- Select the
code editoroption for the theme you want to edit - Open the
master.twigfile - Add the Pipedrive chatbot embed code just above the closing
</head>tag - Select
Save changes
After the embed code has been added, the Pipedrive chatbot can display on your website.
Recommendations
Recommendations
- Test the chatbot on a draft theme before updating your live theme
- Keep a copy of the original
master.twigfile before editing - Check the chatbot does not cover basket, checkout or mobile navigation buttons
- Remove any old Pipedrive chatbot code before adding a replacement embed code
- Review the chatbot wording in Pipedrive before installing the embed code
