Chatbase + Pipedrive: The Support-to-Pipeline Stack
What this combo does
Chatbase puts an AI agent on the client's website that answers support questions from their own docs and captures leads with AI Actions ($40/mo Hobby tier). Pipedrive is where those leads land — a visual pipeline CRM you can deploy in under a week ($14/seat/mo annual). The combo converts a passive website into a qualified-lead machine with a sales process behind it.
Setup overview
- 1
Train a Chatbase agent on the client's site URL and FAQ docs, then test it against 20 real customer questions.
- 2
Configure a lead-capture AI Action: when a visitor shows buying intent, the agent collects name, email, and need.
- 3
Build the client's Pipedrive pipeline — stages mapped to their actual sales motion — and route Chatbase leads in via Zapier with source tagging.
- 4
Add Pipedrive automations for follow-up reminders, and review unanswered chatbot queries monthly to expand its knowledge base.
💰 The service you'd sell
A 'website that sells' package for SMBs and e-commerce: AI support agent live in under a week, every warm conversation captured as a deal in a pipeline their team actually works. Retainer covers chatbot tuning and pipeline hygiene.
What to charge
$1,500–$2,500 for the combined install + $300–$500/mo. Tool cost passes through to the client at $54–$164/mo total.