Integrate Pipedrive CRM with WhatsApp to sync persons and deals, log WhatsApp activities, and trigger messages based on pipeline stage changes.
Contact Sync
Data Export
Availability
To Start
What you get with WhatsApp CRM for Pipedrive
Sync WhatsApp contacts with Pipedrive Persons and Organizations. Phone numbers are matched to existing records or new contacts are created automatically.
Log WhatsApp conversations as Pipedrive Activities linked to Deals and Persons. Every chat interaction appears in the deal flow view with timestamps and content.
Trigger WhatsApp messages when deals move between Pipedrive pipeline stages. Automate follow-ups at each stage of your sales process.
Use Pipedrive filters to build WhatsApp broadcast segments. Target contacts by deal value, pipeline, expected close date, or any custom field.
Simple setup process - connect in minutes
Benefits for your Pipedrive workflow
Keep Pipedrive deal timelines enriched with WhatsApp conversations
Automate WhatsApp follow-ups at each pipeline stage
Use Pipedrive filters for targeted WhatsApp campaigns
Reduce manual data entry between WhatsApp and Pipedrive
Track WhatsApp activities in Pipedrive insights and reports
Common ways to use WhatsApp CRM with Pipedrive
Create Pipedrive Persons and Deals from new WhatsApp inquiries with automatic pipeline assignment
Send WhatsApp follow-up messages when deals move to the proposal or negotiation stage
Use Pipedrive deal filters to send targeted WhatsApp broadcasts to high-value prospects
Log all WhatsApp interactions as Pipedrive activities for accurate sales reporting
Trigger WhatsApp reminders for Pipedrive activities and scheduled follow-ups
Common questions about Pipedrive integration
Yes, you can configure WhatsApp triggers for any Pipedrive pipeline. Each pipeline can have its own set of stage-based WhatsApp message triggers with different templates.
Yes, WhatsApp conversations are logged as custom activity types in Pipedrive. They appear in the deal timeline and count toward activity metrics in Pipedrive Insights.
Custom fields in Pipedrive (text, number, monetary, date, etc.) can be mapped to WhatsApp contact properties. The sync supports all Pipedrive custom field types.
The basic contact sync works on all Pipedrive plans. Workflow automation and advanced triggers require Pipedrive Advanced, Professional, or Enterprise plans.
WhatsApp CRM works with many platforms
Sync your Pipedrive contacts and conversations with WhatsApp CRM