TimelinesAI Pipedrive WhatsApp integration allowed users to sync incoming WhatsApp chats as Contacts and Deals. But the new release takes this functionality a step further, empowering users to automatically sync incoming WhatsApp chats as Leads and automatically create Deals.
Benefits of WhatsApp Contacts and Pipedrive Leads Integration:
- Sales teams can manage all their WhatsApp chats and Pipedrive leads within a singular interface
- Automatically turning WhatsApp chats into leads ensures no potential customer is overlooked
- The ability to create Deals immediately from WhatsApp conversations means sales teams can act swiftly on hot leads, increasing the chances of conversion
- This integration ensures that data entry is both automatic and accurate, reducing the chances of manual errors
- By syncing WhatsApp conversations with Pipedrive CRM data, sales reps get a holistic view of the customer, helping them to tailor their approach and close deals more effectively
How to Set Up the Integration:
- Start by creating a free account on TimelinesAI.
- Simply scan the provided QR code to link your WhatsApp number. Both business and regular WhatsApp accounts are supported.
- With just a few clicks, you can integrate Pipedrive to TimelinesAI.
- Within the Pipedrive settings on TimelinesAI, you’ll find the option to sync WhatsApp contacts either as Contacts or Leads. Choose based on your preference.
- Decide whether you want to create Deals automatically from WhatsApp interactions.
- You can also select a specific pipeline for syncing contacts, allowing you to tailor the integration to your sales process.
Use Cases of Pipedrive-WhatsApp Integration:
- Instead of manually inputting your data into the CRM, the integration does it instantly, allowing sales reps to focus on relationship-building.
- Whenever a promising conversation happens on WhatsApp, it can be instantly turned into a deal in Pipedrive, ensuring that no potential sale falls through the cracks.
- Based on the WhatsApp interactions, sales teams can segment leads in Pipedrive for targeted marketing campaigns or follow-ups.
TimelinesAI WhatsApp and Pipedrive integration capabilities
- Automatically sync WhatsApp Chats into Pipedrive. When someone messages you on WhatsApp, TimelinesAI can automatically add them as a Lead, Contact, and Deal in Pipedrive. Think of it as a smart assistant that’s always helping you update your Pipedrive account.
- Sync Unlimited WhatsApp Contacts to Pipedrive. You can shift all your WhatsApp contacts over to Pipedrive without any limits.
- Keep Pipedrive Updated with WhatsApp Conversations. Whenever you chat with someone on WhatsApp, TimelinesAI makes sure that conversation gets noted down under the right Contact in Pipedrive.
- Message on WhatsApp from Pipedrive. No need for switching between tabs. Just type it out in Pipedrive, and it’ll be sent via WhatsApp.
- Automated WhatsApp Messaging. Let’s say you have some standard messages or reminders you send out based on certain things happening in Pipedrive. With TimelinesAI, you can set it up so that when these events occur in Pipedrive, a WhatsApp message is automatically sent out.