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How can I convert new person (chat on Messenger) into new leads (Pipedrive)?

  • 15 September 2020
  • 1 reply

Userlevel 1

Hi, I want to convert new person (chatting on Facebook Messenger) into new leads (Pipedrive).

When a new person chats on my Facebook Messenger, I want to auto connect to Pipedrive in order to collect his/her information (Facebook name, message text).

I did connect Messenger - Pipedrive but the result is not what I've expected. Every new message (of a person) will convert into new leads. A person chats 10 message texts, it will be 10 new leads.

In conclusion, I would like to create a new deals (Pipedrive) whenever a new person chat on Messenger.


Best answer by steph.n 18 September 2020, 02:08

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Hi there @smilecare - Thanks for writing in! We get this question a lot and one of the most popular solutions is to make a multi-step Zap with a middle Google Sheets step that checks to see if that person already chatted with you. If they exist in the Google Sheet, then the Zap will stop there.


Here’s an example: