Pipedrive and WhatsApp, ready to switch on

WhatsApp dialogues are written onto the person and shown in their deal, replies go out from the deal you have open, and an answer from the client closes the activity so the deal stops looking untouched. You paste two keys in your account and we switch it on for you.

Ask us to connect it Mine is a bit different

No setup fee, cancel any month, and a person on live chat if a key doesn't work.

More with these apps: all Pipedrive integrations · all WhatsApp integrations

What moves, and when

The details you would normally get after a sales call. Here they are up front.

What	Direction	When	Rule
Client message into the deal	WhatsApp to Pipedrive	Within seconds	Written as a note on the person and shown in the deal they belong to; an unknown number opens a person and a deal in the pipeline you name
Reply from the deal	Pipedrive to WhatsApp	Within seconds	Sent from your own number and kept as a note, so the history survives a change of owner
Activity when they answer	WhatsApp to Pipedrive	First reply of the day	The open activity on that deal is marked done and the next one scheduled, so a live conversation is not marked as rotting
Photos, files and voice notes	Both ways	Within seconds	Attached to the deal under Files; voice notes arrive as audio files
Template after a day of silence	Pipedrive to WhatsApp	When your team writes	Outside the day WhatsApp allows free replies we send the approved template you picked
Duplicate check	Both ways	Every message	Matched on the person's phone field, so somebody with two numbers still keeps one card

How to set up Pipedrive and WhatsApp

A few minutes of your time, then it's ours.

Choose Pipedrive and WhatsApp

Press Connect. This pair is already selected on the checkout page at $49 a month, and there's nothing else to pick.
Pay and open your account

Card or invoice, about two minutes. The account opens with this integration waiting for its two keys.
3
Paste the Pipedrive API token and the WhatsApp Business key
- Pipedrive API token: in Pipedrive open your profile picture, then Personal preferences, then API. Full Pipedrive guide
- WhatsApp Business key: open Meta for Developers, your app, then WhatsApp, then API setup. Full WhatsApp guide
Each screen carries the full guide with the exact menu names, about eight minutes for both.
We check both keys

Each key is checked against Pipedrive's and WhatsApp's own API the moment you paste it. If one doesn't pass, the screen says what to fix, and a person joins the chat if that isn't enough.
Send one test message, then we switch it on

A minute or two. Write to your number from WhatsApp and watch it land in the deal. A person checks the setup and switches it on, within a working day.

When Pipedrive or WhatsApp changes its API, we fix it within a working day. You don't get a ticket to solve.

$49a month

Everything in the table above, with monitoring on.
Fixes when either app changes its API.
A person on live chat, weekdays 10:00 to 19:00 EET.
Custom logic beyond the table is priced separately.

Ask us to connect it

What it will cost once you can switch it on yourself. While we're in beta we connect it by hand and don't charge for it.

Ways to connect Pipedrive and WhatsApp

Two ways people connect these two, and what each one asks of you.

Zapier or MakeDovetly

Who sets it upYou, one step at a time in the scenario editorAlready built. You paste two keys and we switch it on.

Who fixes it when it breaksYou: the scenario is yours, so the fix is tooWe do, within a working day, and we watch it

What you need to knowTriggers, actions, filters and how the fields of Pipedrive and WhatsApp mapWhere the two keys are. The guide shows it.

PriceSet by the builder's plan, counted in tasks or operations$49 a month, flat, whatever the volume

Before you decide

Which WhatsApp does this need?

The official WhatsApp Business API from Meta, on a number you own. The app on a phone has no API, so it can't be connected. If you don't have the API yet, tell us and we walk you through it.

Which pipeline do new chats open in?

The one you name while connecting, at its first stage. If you would rather nothing was created until a person answers, say so and we set it that way.

Does it count as activity on the deal?

Yes, and that is the point. Pipedrive marks quiet deals as rotting, and a real conversation in WhatsApp used to leave no trace. Now the reply closes the activity and schedules the next one.

Whose name is on the note?

The user whose API token connected it, unless you make a dedicated user for the integration, which is what we suggest. Then notes read as coming from the integration, not from a colleague.

What if mine is a bit different?

Tell us what should go where in plain words. Small changes to the rules above are usually free; bigger ones we price within a working day and build into the same account.