Trigger automated workflows
Learn how to integrate the trigger automation block with Make to build a WhatsApp chatbot that qualifies leads in real-time and sends them to your CRM.
Are you looking to create a chatbot that can help you generate and qualify leads in real-time, but don't want to deal with the complexity of APIs? In this video, we will show you how to integrate the trigger automation block with Make to build a WhatsApp chatbot that does just that.
We will walk you through the process step-by-step, starting with the basics of setting up a new chatbot in Landbot, asking for information such as name, email, and company name. We will then show you how to set up the lead scoring block to score each lead based on the information they provide, and how to redirect conversations based on the score.
Next, we will show you how to use the trigger automation block to send high-scoring leads to your CRM using a tool like Make. We will guide you through the process of obtaining a Webhook URL from Make and testing to ensure that the information is being properly sent to your CRM. In this example, we will use Pipedrive as our CRM and show you how to create a new deal in Pipedrive using the information provided by the lead.
We will guide you through the process of obtaining an API token from Pipedrive and filling out the Create a Deal form with the relevant information. Finally, we will test the chatbot in WhatsApp as if we were the end user and show you how the trigger automation block sends the information to Pipedrive to create a new deal in real-time.
Whether you're new to chatbot building or looking to improve your skills, this video will provide you with valuable insights on how to integrate the trigger automation block with Make to create a chatbot that can help you generate and qualify leads more efficiently.
00:00 Intro
1:04 Landbot App
2:10 Getting the Webhook URL
2:47 Testing connection
3:17 Make modules
4:49 Testing Chatbot
5:41 Recap
Course episodes
Key Takeaways
- Trigger automation block
- Connect with Make
- Send deals to Pipedrive