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Treble helps you leverage the full potential of WhatsApp to sell more through an integrated setup with Pipedrive and AI. The Pipedrive integration allows you to connect Pipedrive with Treble to update and query information from your entities in Pipedrive from your conversations in Treble. The entities available to interact with in the integration are: Lead, Contact, Deal (Deal / Opportunity), and Pipeline. Integración de Treble con Pipedrive

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Features

  1. Update information for your entities in Pipedrive
    • You can update information for Lead, Contact, Deal (Deal / Opportunity), and Pipeline in Pipedrive, such as name, email, phone, stage, status, etc. You can also use custom properties for these entities.
  2. Get information from your entities to use in your conversations in Treble
    • You can get information from Lead, Contact, Deal (Deal / Opportunity), and Pipeline to use in your conversations in Treble, such as name, email, phone, stage, status, etc. You can also use custom properties for these entities.
  3. Create entities in Pipedrive
    • You can create Leads, Contacts, and Deals (Deal / Opportunity) in Pipedrive with standard and custom properties.
  4. Delete entities in Pipedrive
    • You can delete Leads, Contacts, and Deals (Deal / Opportunity) in Pipedrive.

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Use case examples

  1. Your customers contact you on WhatsApp, our AI assistant answers frequently asked questions from your customers, checks if the Lead exists in Pipedrive, if not, creates it, and transfers the conversation to an agent on your team in Treble.
  2. Your customer wants to update their account information, and the AI agent can ask the necessary questions to update Lead or Contact data in Pipedrive.
  3. Your customer contacts you because they need help with a potential product purchase, and the AI agent can check the Deal (Deal / Opportunity) in Pipedrive and update its status and information.
  4. Your sales team needs visibility into sales progress, and the AI agent can query the Pipeline in Pipedrive to identify which stage each Deal is in and guide the next action in the conversation.