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Leads & sales

Website chat to qualified lead automation

Chat lead automation recognises when a website visitor is asking about pricing and gathers the details a salesperson would ask for. It creates a deal in your pipeline and offers a call slot while the visitor is still in the conversation.

An example of how the studio would build it. No live services are connected.

From a pricing question to a booked call.

  1. Step 01

    Question asked

    A visitor asks about pricing in Intercom, which starts a short, optional set of questions.

  2. Step 02

    Needs captured

    Ask what they need, their timescale and the best email to reach them, in your own wording.

  3. Step 03

    Deal created

    Find or create the person in Pipedrive and open a deal with their answers attached.

  4. Step 04

    Slot offered

    Share a Calendly link in the same conversation, showing the call type that fits their answers.

  5. Step 05

    Call booked

    When they book, add the call to the deal, move it to the next stage and note it in the conversation.

The result

Curious visitors become booked calls.

A visitor can always ask for a person instead of answering questions. One conversation creates one deal, and later messages update it.

Before we connect it.

Where this is useful

Useful when pricing questions arrive in chat but the answers stay buried in transcripts and follow-up is inconsistent. A sensible first version asks three or four fixed questions, creates the deal and offers one call type, with a person able to step in at any point.

What we need to connect

  1. 01The chat tool’s conversation events and the signal for a pricing question, such as a button, a phrase or the page they are on.
  2. 02The qualifying questions, the Pipedrive pipeline and stage, and the deal fields each answer fills.
  3. 03The Calendly event types to offer and how bookings should be linked back to the deal.

What needs careful handling

Not every pricing question is a new lead, and existing customers ask too. Check for an existing person and open deal before creating anything. Keep the questions short, store only what is needed and make sure a conversation that ends halfway still leaves a note a person can follow up.

Questions people ask.

Will visitors feel like they are talking to a bot?

The questions can be written in your own voice and kept brief. Any visitor can ask for a person, and the conversation is handed over with everything they have already said.

Can it show real prices in the chat?

It can share published prices or starting prices you approve. Detailed quotes are better handled on the call or in a proposal, once the full scope is known.

Request received → Proposal sent
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Call booked → Brief shared
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