Pipedrive CRM integration with 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 Twilio. Each one of them has its characteristics and functionalities that will help the commercial management of the sellers.

If your goal is to integrate the Pipedrive CRM with WhatsApp to keep all communication with your customers within the notes of contacts or business, add a sales opportunity in Pipedrive from WhatsApp or capture leads who start a conversation with you through WhatsApp, then here you will find the soution and we will explain below how to achieve it.

Pipedrive integration with 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 has a 7-day free trial available for your evaluation.

Before investing in a CRM we recommend:
Try Pipedrive free for up to 45 days
* Pipechat, Timelines and Twilio 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 integration with 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 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

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.
Register a Timelines.AI profile. You'll get a 10-day free trial to test the service with your team.
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

Integración de Pipedrive con Whatsapp usando Twilio

Within a section of the Lead Inbox in Pipedrive you will find "Messages", a messaging inbox reserved to manage your Whatsapp and Facebook Messenge r conversations in one place. With the integration of these messaging applications you can communicate with your prospects and customers using the integration of a WhatsApp Business API office account in Twilio.

Here the messages have a Shared Context, that is, the messages are managed as a team for better results.

Linking conversations with contacts, prospects or deals

The Messaging mailbox allows you to create new people, prospects or deals (business) from conversations with your customers or also link the conversation to existing items. Once the conversation is linked, a note with the conversation history is automatically created.

This integration of Pipedrive with Whatsapp is available on all plans and Pipedrive does not charge you to use it, however, you should be aware that you may be charged some Twilio and WhatsApp fees.

Record WhatsApp conversations in PipeDrive CRM

Price: Conversation-based pricing. To calculate WhatsApp messaging price click here.

Other ways to integrate CRM Pipedrive with Whatsapp

In CRM Consulting Services we believe that Pipechat, Timelines.Ai and Twillio are the main applications with which you can get a good integration of Pipedrive with Whatsapp, however, these are not the only ways that exist in the market. You can also achieve the integration of Pipedrive with Whatsapp using solutions such as: Ulgebra, Helpwise, Missive and Zenvia.

For more information about these integration solutions, we recommend you check out our blog article: "The best communication and messaging applications to achieve a CRM Software for Whatsapp". Here you will find information about their functionalities, benefits, workflow, prices and links to their website.

We invite you to review it and thank you in advance for your comments.

How to get Pipedrive free for up to 45 days?

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