🚀 Overview

Pipedrive’s LeadBooster Chatbot helps capture leads 24/7 directly from your website by automating conversations, qualifying prospects, and routing them to the right team. This guide explains how to set up, optimize, and use the Chatbot to increase conversion rates and boost your sales pipeline.

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🔧 Step-by-Step Setup Guide

1. Enable LeadBooster

• Go to Tools and Apps → LeadBooster.
• Click Activate if it’s not yet enabled (note: it’s a paid add-on).

2. Create Your First Chatbot Playbook

• Navigate to LeadBooster → Chatbot → New Playbook.
• Choose a goal:
  • Qualify leads
  • Book meetings
  • Route to live chat
  • Collect contact info

3. Customize the Chat Flow

• Use the drag-and-drop chat flow builder to:
  • Ask qualifying questions (e.g., budget, company size)
  • Use buttons or free-text answers
  • Route based on responses (e.g., send to rep A if location = EU)

4. Integrate Scheduling

• Connect to your calendar to allow the bot to book meetings directly.
• The bot will offer available time slots automatically.

5. Add Lead Routing Rules

• Automatically assign leads to specific sales reps using:
  • Territory (e.g., country or city)
  • Deal value
  • Availability

6. Deploy the Chatbot

• Copy and paste the generated JavaScript snippet into your website’s code (before </body>).
• Or install using supported CMS plugins (WordPress, Webflow, Wix, etc.).

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✅ Best Practices for Effective Use

🎯 1. Start with a Clear Goal

• Do you want to capture contact details, book meetings, or qualify leads?
• Keep chat scripts short, friendly, and purposeful.

🧠 2. Use Smart Qualification Questions

Ask:

• “What product are you interested in?”
• “What’s your timeline to purchase?”
• “What’s your role in the decision-making process?”

Use this info to auto-score leads.

🔁 3. Offer Choices with Buttons

• Reduce drop-offs by offering multiple-choice questions instead of open text.
• Example: “What are you interested in?” → [Product A] [Product B] [Support]

📆 4. Embed Calendar Booking

• Increase conversions by reducing friction. Let the bot book meetings instantly.
• Integrate with Google or Outlook Calendar for real-time availability.

📈 5. A/B Test Different Playbooks

• Run different scripts on landing pages vs product pages.
• Monitor performance via Insights → LeadBooster analytics.

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🛠️ Troubleshooting Tips

Issue	Solution
Bot not showing on website	Ensure the JS script is correctly embedded and not blocked by browser extensions or cookie policies.
Leads not showing in CRM	Check that form fields are correctly mapped to Pipedrive fields. Review bot logic for completion steps.
Calendar not syncing	Reauthorize under Tools → Scheduler Settings. Verify calendar sharing permissions.
Live chat unavailable	Make sure a rep is logged in with live chat enabled. Turn on notifications in browser settings.

📊 Monitoring & Analytics

• Navigate to LeadBooster → Chatbot → Analytics
  • Track: Number of conversations, lead conversion rates, drop-off points
• Export data or integrate with tools like Google Analytics or Power BI

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🔌 Bonus Integrations

Tool	Purpose
Slack	Get live bot notifications
Zapier	Automate workflows (e.g., send email after chatbot lead)
Calendly	Alternative scheduler
Outfunnel	Marketing automation follow-up

🎓 Training Your Team

• Host a walkthrough session on bot flow editing
• Use test mode to simulate conversations
• Encourage reps to review chatbot transcripts weekly for lead context

✅ Summary

LeadBooster’s Chatbot can work as your 24/7 digital SDR (Sales Development Rep). With smart flows, booking automation, and proper lead routing, you can dramatically increase your qualified lead capture — even when your team is offline.