Journeys Through Search

Tawk.to Pipedrive integrationChat leads in your pipeline, with the conversation attached

Chats happen in Tawk.to, deals move in Pipedrive. We connect the two through Tawk.to webhooks and the Pipedrive API, so a good chat becomes a person and a deal in the right stage, with the transcript and the source on it.

  • Chat visitors matched or created as persons in Pipedrive
  • A deal added to the pipeline stage you pick
  • The transcript saved as a note, with the source of the chat

900+ integrations completed

Tawk.to
Pipedrive
Tawk.to → Pipedrive
  • • Chat visitor
  • • Qualifying chat
  • • Chat transcript
  • • Follow-up

Chat leads that stall before the pipeline

Without an integration, chat leads stay in Tawk.to or get copied into Pipedrive by hand. Follow-up is late, the conversation is lost, and the deal shows up with no source.

What it does

What the Tawk.to Pipedrive integration handles

01

Persons from chats

Each qualifying chat creates a person in Pipedrive, or is matched by email or phone to the person you already have.

02

Deals in the right stage

A deal is added to the pipeline and stage you choose, so chat leads show on your Kanban board with everything else.

03

Organizations linked

When the visitor gives a company name, the person and deal can be linked to the organization.

04

Transcript as a note

The full chat transcript is saved as a note on the deal, so whoever follows up reads it first.

05

Follow-up activity

An activity is created for the deal owner, so the callback is scheduled in Pipedrive.

06

Source and tracking fields

The five tracking fields pass with the chat: first and last click landing page URL, first and last click referring domain, and the converting page URL.

07

Lead rules you set

A chat becomes a deal when it meets the rules you choose, such as a name or phone number given, or a tag added by your agent.

Try it: connect two systems

Click and drag the blue plug back, then let go to connect Tawk.to to Pipedrive.

Aiming

Data that flows

Tawk.to Pipedrive integration: what gets sent, field by field

Tawk.to → Pipedrive
  • Chat visitor
    Matched or created as a person
  • Qualifying chat
    A deal in the pipeline stage you pick
  • Chat transcript
    Saved as a note on the deal
  • Follow-up
    An activity for the deal owner
  • Tracking fields
    First and last landing page, first and last referring domain, and the converting page
  • Click IDs
    GCLID and MSCLKID for offline conversions

Five hidden tracking fields on every form, chat and call

First and last click, so you can see what started the journey and what closed it, plus the page the lead converted on.

  • Landing page URL
    First click
  • Landing page URL
    Last click
  • Referring domain
    First click
  • Referring domain
    Last click
  • Converting page URL
    Where the lead came in

See your own Tawk.to + Pipedrive map

A free call maps your fields and data flow, so you see exactly what the integration would do before anything is built.

Book a free call →

Built for real life

Tawk.to Pipedrive integration: the hard parts, already solved

Open deal already there

If the person already has an open deal, the chat is added to it as a note instead of opening a second deal.

No contact details

Chats without a name, email or phone do not create empty persons. A tag from the agent can still send them over.

Offline messages

Messages left when nobody is online can follow the same rules, so they still reach the pipeline.

What clients say

900+ integrations completed
The JTS team are extremely knowledgeable when it comes to advertising attribution and maximizing the potential of customer and leads. They know software extremely well, and how all the pieces fit together perfectly. I highly recommend his services to anyone looking to streamline their technology and maximize their sales potential.
Jason Landver
CEO, Recovery Beach
I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
Mike Kwak
On-Site Adjusting
For the past five years, Journeys Through Search has been an incredible marketing company to assist in our PPC, web development and support. Quick responses, vast knowledge and marketing creativity made them such a value add to our organization.
Tarra Boggs
EHS & Compliance Operations Manager

How it works

How the Tawk.to Pipedrive integration goes live

  1. 1

    Book a free call

    We look at how leads come in today and what your team needs to see in the CRM.

  2. 2

    Mapping

    Which records are matched or created, which fields carry over, and where activity is logged, agreed first.

  3. 3

    Set up and test

    Configured and tested with real chats or calls before your team relies on it.

  4. 4

    Go live

    Running in the background, with support if anything changes.

Working with us

  • US and overnight hours

    Our teams cover all hours, so work keeps moving after your day ends.

  • AI agents in the workflow

    We use AI agents in development and content creation, so builds move faster.

  • 900+ integrations completed

    We have done this before, and it shows in how we plan and test.

  • Free call first

    Honest advice before any work starts, even if you never hire us.

Who the Tawk.to Pipedrive integration is for

  • Teams using Tawk.to on their website and Pipedrive for deals
  • Sales teams that work chat leads from the Kanban board
  • Marketing teams that need chat deals tied to their campaigns

Tawk.to Pipedrive integration FAQ

How does Tawk.to connect to Pipedrive?

Through Tawk.to webhooks and the Pipedrive API, mapped to your persons, deals and fields.

Which pipeline do chat deals go into?

The pipeline and stage you pick in mapping. Different chat tags can send deals to different stages.

Do chat deals keep their source?

Yes. The landing page, referring domain and converting page are saved on the deal.

Have you done this before?

We have built Tawk.to integrations with other CRMs, and we have completed 900+ integrations in total.

How is it priced?

By project, not by the hour. The first call is free, and you get a project quote after it.

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