Pipedrive and WhatsApp, ready to switch on
Every WhatsApp dialogue lives inside the deal in Pipedrive, your team replies from the CRM, and the client keeps writing to the one number they already know. You paste two keys in your account and it runs, in about ten minutes.
No setup fee, cancel any month, and a person on live chat if a key doesn't work.
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 | A new number opens a person and a deal; a known one lands in its open deal |
| Team reply | Pipedrive to WhatsApp | Within seconds | Sent from the deal in Pipedrive, from the number the client wrote to |
| Photos, files and voice notes | Both ways | Within seconds | Attached to the message in the deal; voice notes arrive as audio files |
| Template after a day of silence | Pipedrive to WhatsApp | When the team writes | If the client hasn't written for a day, WhatsApp only accepts an approved template, so we send the one you choose |
| Duplicate check | Both ways | Every message | Matched by phone number, never a second person |
Ten minutes of your time, then it's ours
- Pay and open your accountCard or invoice, about two minutes. This integration is already selected.
- Paste the Pipedrive API token and the WhatsApp Business keyEach has a short guide. About eight minutes. If one doesn't work, a person joins the chat.
- Send one test messageA minute or two. Write to your number from WhatsApp and watch it land in the deal. From then on we watch it for you.
When Pipedrive or WhatsApp changes its API, we fix it within a working day. You don't get a ticket to solve.
- Everything in the table above, with monitoring on.
- Fixes when either app changes its API.
- A person on live chat, replies within a working hour.
- Custom logic beyond the table is priced separately.
No setup fee, cancel any month
Before you decide
Which WhatsApp does this need?
The official WhatsApp Business API from Meta, on a number you own. The WhatsApp 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'll walk you through getting it.
Can several people answer from one number?
Yes. Everyone works inside Pipedrive, and the client always sees the same number. Whoever owns the deal sees the chat and answers from there.
What about the 24-hour rule?
WhatsApp lets you reply freely for a day after the client's last message. After that only approved templates go through. We send the template you choose, and the chat opens up again as soon as the client answers.
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 the same day and build into the same account.
