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Integration of the CRM Pipedrive and WhatsApp


WhatsApp Messenger, the smartphone messaging application used daily by sellers, can now be integrated into your Pipedrive CRM through 3 technological solutions: Pipechat, Timelines.AI and Suiteshare. Each one of them has its characteristics and functionalities that will help the commercial management of the sellers.
​
If your goal is to integrate Pipedrive CRM with WhatsApp to keep all the communication you have with your customers within your contacts or deals notes, add a Pipedrive sales opportunity from WhatsApp or capture leads that start a conversation with you through WhatsApp then we will explain how to get it below.


Pipedrive integrated to whatsapp using Pipechat

Pipedrive users often use WhatsApp to talk to their customers. Pipechat is a simple Chrome extension to manage Pipedrive's daily actions directly from the WhatsApp Web.

Pipechat adds a Pipedrive sidebar to WhatsApp Web. With Pipechat, you can quickly add the most important messages such as notes to your Businesses, add your WhatsApp contacts to Pipedrive directly, and create new sales opportunities while chatting with your customers. Additionally, Pipechat allows you to schedule the next WhatsApp chats through an agenda and use a set of message templates in your conversations.

To install is very simple, simply install the extension and open WhatsApp Web to start using the Pipechat sidebar.​

Pipechat: CRM Pipedrive included to WhatsApp
Add a Pipedrive sidebar on WhatsApp Web to save time and close more deals


Features:
  • Create new sales opportunities from Pipechat and update them on the fly
  • Quickly add and complete follow-up activities for sales opportunities
  • Create templates to send quick messages and share them with your team
Pipechat Configuration and Installation.
Pipechat is a Chrome extension and only works with Chrome. After installing the app through the Pipedrive Marketplace, you will be shown the link to install the Chrome extension. Once the Pipedrive app and Chrome extension are installed, you can start using the Pipechat sidebar on WhatsApp Web.
​
Price
The base price is € 5 / month (VAT included) for a single user. Price is lower if you choose an annual plan, and there are more discounts for multi-user subscriptions.

Free trial:
Pipechat does not have a free evaluation trial available.


Before investing in a CRM we recommend:
​​Trying Pipedrive for free for 45 days
​* Pipechat, Timelines and Suiteshare can be installed and integrated from our  Marketplace*
​A  free trial  will help you get to know Pipedrive CRM in
real work and find out if it meets your needs.
Try it free


Pipedrive integrated to Whatsapp using Timelines.ai

Integrate the Whatsapp numbers of your sales team to the Pipedrive CRM and get a complete record of the Whatsapp messages of your Deals (Deals and People) automatically synchronized in real time in Pipedrive.

TimelinesAI automatically saves WhatsApp messages with your contacts in activities. Then, based on their WhatsApp number, you add them to an existing Pipedrive person and deal (deal), or create new ones.

​The WhatsApp integration with Pipedrive using TimelinesAI works with any type of WhatsApp account. The steps are easy, simply connect your Whatsapp account by scanning the system-generated QR code, and your Whatsapp contacts and messages will be synced to Pipedrive automatically.

TimelinesAI: CRM Pipedrive integrated to WhatsApp
WhatsApp + CRM Pipedrive: Automatically Track Whatsapp Business Communication

Features:
  • Allows you to organize and view messages and attachments from different WhatsApp numbers in one place
  • Share messages with easy-to-read dedicated pages instead of forwarding
  • Make information accessible to the entire organization or to specific team members
  • Broadcast messages to segments of your customers massively on WhatsApp
  • Unify multiple related chats in a single view; Combine emails and Whatsapp messages, add notes to complement the communication.
Configuration and Installation of Timelines.AI
  1. Click the "Install" Timelines.AI button in the Pipedrive Marketplace. You will be redirected to register a profile on Timelines.AI. To confirm granting your Pipedrive company access and permissions, make sure you have admin rights in Pipedrive.
  2. Register a Timelines.AI profile. You'll get a 10-day free trial to test the service with your team.
  3. Connect the WhatsApp account to Timelines.AI. To do that, open the WhatsApp app on your mobile phone, open the paired devices, and pair your device by scanning a QR code. Or invite your team to Timelines.AI to do the same. Timelines.AI can support hundreds of WhatsApp accounts at once!

Price:
Timelines.AI has several plans, according to their functionalities, however, the WhatsApp integration with Pipedrive is priced at US$15 / month per seat (up to 10 seats). The price is discounted by 30% for companies that prefer the payment of the annual plan.
​
Free trial:
Timelines.AI has a 10-day free trial available

Pipedrive integrated to Whatsapp using Suiteshare

Convert WhatsApp conversations into Lead notes in Pipedrive CRM.
Pipedrive CRM integration with Suiteshare allows you to capture key information of potential customers who start a conversation with their sellers through WhatsApp and automatically add it to your Pipedrive account.

Also, in Suiteshare you can create a WhatsApp chat, add the capture form, integrate with Pipedrive and sell more, turning your clients into potential clients in your favorite CRM.

Suite Share: Pipedrive CRM integration with WhatsApp
WhatsApp + CRM Pipedrive: Send Pipedrive all potential customers who start a conversation with you on WhatsApp
Do you want to go beyond forms? You can activate robot mode and replace form fields with a more interesting experience that collects the same data from your clients, then sends them to your company's WhatsApp and also sends them to Pipedrive.

Analyze the results: Keep contacts who talk to your team.
Now it is possible to configure your main data bank with the name, email and phone number of those who start a conversation with you on WhatsApp. This data can be integrated with the Pipedrive CRM, also exported to a CSV file.

Price.
Suiteshare offers a free trial version forever for 1 user with basic functionalities.
You can also try plans with more advanced features that best suit your needs.

​Free trial:
Suiteshare has a 7-day free trial available with access to all features

How to get a free trial of Pipedrive CRM for 45 days?

Just take the following coupon code and use it when you register for the free trial:
Promotional Code:
ca-sersoteico

Now you can extend your Pipedrive trial period for 45 days !!​

Go to "Settings> Billing" in your Pipedrive account. Then on the right hand side of the page you will find a "Promotion Code" box . Add our promo code to extend the probationary period up to 45 days free of charge:

Promotion Code:
ca-sersoteico
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  • Inicio
  • Home
  • Inicio
  • Industrias
    • Inmobiliaria >> >
      • El mejor CRM inmobiliario del 2021
    • Servicios Financieros
    • PYMES
    • Startups
    • Agencias de viajes
    • Venta de seguros
  • Indústrias
    • IMOBILIÁRIO >> >
      • O Melhor CRM Imobiliário de 2021
    • Serviços financeiros
    • Pequenas empresas
    • Startups
    • Agencias de viagens
    • Vendas de seguros
  • Industries
    • Real Estate CRM >> >
      • The Best Real Estate CRM of 2021
    • Financial services
    • Small Businesses
    • Startups
    • Travel Agencies
    • Insurance sales
  • CRM Pipedrive
    • Que es un crm en ventas
    • Funcionalidades
    • Demostración
    • Prueba gratis
    • Codigo de descuento
  • CRM PIPEDRIVE
    • O que é CRM?
    • Recursos CRM
    • Teste grátis
    • Código de desconto
  • CRM PIPEDRIVE
    • What is a CRM in sales
    • Functionalities of CRM
    • CRM demo
    • CRM free trial
    • Discount code
  • Integraciones
    • Aplicaciones Integradas
    • Email Marketing
    • Soluciones Telefónicas
    • Generación de Lead
    • SAP B. O.
    • Redes sociales
    • Whatsapp
  • Integrações
    • Aplicativos integrados
    • Marketing de email
    • Soluções de telefone
    • Geração de leads
    • Whatsapp
  • Integrations
    • Whatsapp
  • Blog
  • Blog pt
  • Blog