Automatic Whatsapp to PipeDrive integration

Integrate your sales team`s Whatsapp accounts to PipeDrive. Start tracking Whatsapp business communication with automatic real-time Whatsapp updates into Persons and Deals.

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Automatically syncronize Whatsapp messaging with your clients into PipeDrive Persons and Deals

TimelinesAI offers an easy, 1-click direct Whatsapp integration with PipeDrive. Automatically synchronize Whatsapp messaging from multiple numbers as Activities to Pipedrive Persons and Deals. Contacts are matched based on their Whatsapp number. For new contacts from Whatsapp, the Persons and Deals are created automatically.

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Connect Multiple Whatsapp Numbers

Connect Multiple Whatsapp Numbers

Do your agents carry individual Whatsapp numbers? Easily connect and synchronize multiple Whatsapp numbers into PipeDrive. No Whatsapp Business API required.

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Sync Whatsapp messaging into PipeDrive deals

Automatically Track Whatsapp Business Communication

Set the integration once. Synchronize Whatsapp business communication automatically from multiple devices of your sales or support agents in real-time.

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Create additionals automation rules for Whatsapp using webhooks

Easily send pre-defined messages to Whatsapp using PipeDrive interface, automate your replies, and many more.

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Start Tracking Whatsapp Business Messaging On PipeDrive Now

Integrate Whatsapp to PipeDrive in one click, or request custom integration to automate your Whatsapp sales&support. Book a live demo of the integration below.

Frequently asked questions

Learn more about automatic Whatsapp Business PipeDrive integration

How to integrate Whatsapp with PipeDrive?

TimelinesAI enables you to integrate Whatsapp profile with PipeDrive directly, in one click:

  1. Install TimelinesAI for PipeDrive on PipeDrive marketplace.
  2. Connect your Whatsapp account to TimelinesAI by scanning the system generated QR code with your Whatsapp mobile application.
  3. Press “Connect” on the Integrations>PipeDrive page.

That’s it! From this moment, the Whatsapp messaging from the connected Whatsapp account will be automatically synchronized into corresponding Pipedrive’s Persons and Deals. Matching happens automatically based on the WA number of your contacts. For new contacts that aren’t yet created in your CRM, Persons and Deals will be created automatically.

Does it work with regular Whatsapp numbers? Whatsapp business numbers?

TimelinesAI – Whatsapp to PipeDrive integration works with any type of Whatsapp accounts. Simply connect your Whatsapp account by scanning the system-generated QR code, and your contacts and messaging from Whatsapp will be synchronized into PipeDrive automatically.

Can I connect multiple Whatsapp numbers to synchronize Whatsapp communication of my sales or support agents into PipeDrive?

Yes. If you connect multiple Whatsapp accounts to TimelinesAI app, all Whatsapp messaging will be seamlessly synchronized into PipeDrive.

To connect multiple Whatsapp accounts to TimelinesAI, invite your team members into the TimelinesAI app, and ask them to connect their Whatsapp numbers by scanning the system-generated QR code on the Whatsapp tab. If your TimelinesAI workspace is already connected to PipeDrive, new messages from connected Whatsapp numbers will be synchronized into PipeDrive.

Does this Whatsapp PipeDrive integration support attachment files (documents, voice messages, etc.)?

Yes. Attachments from your Whatsapp communication will be synchronized into PipeDrive and displayed in the corresponding Persons and Deals.

How does TimelinesAI match contacts from Whatsapp in PipeDrive? Will there be a problem with how we are used to format contact numbers? (e.g. including +, country code, etc.)

TimelinesAI matches contact numbers in several steps. First, we try the exact match in a full international format with leading “+”. If there is no match, we start truncating characters from the left side of the number (as a character string) and fuzzy matching against the number saved in Pipedrive. We stop, when there are 7 characters left (too few for an accurate match) and consider this as no-match. In this case, a new contact (Person) will be created automatically.

In other words, there will generally be no problem with whatever way you’re using to save your contact numbers.

Can I reply to Whatsapp from PipeDrive with your integration?

Yes. TimelinesAI inserts a short link to the Whatsapp chat with a contact into the Deal and the Person to make it easy for your team to reply.

What happens if my device goes offline? Will the integration catch up on the Whatsapp communication when I reconnect?

Yes. TimelinesAI will automatically catch up and upload the Whatsapp messages and documents sent by you or your contacts into PipeDrive.

Can I use Zapier to introduce additional PipeDrive Whatsapp automation?

Yes. To set this integration up on TimelinesAI, use Zapier’s “Catch Hook” feature, and add the automation on PipeDrive on top of it. Here’s the link to the template that will synchronize Whatsapp messages into the relevant Person on Pipedrive. You can also set up the automation to send replies to Whatsapp from PipeDrive.

Can I try the Whatsapp to PipeDrive integration for free?

Yes. Register a profile on TimelinesAI, and you will get 10 days of fully functional free trial. The connection of the number and PipeDrive is instant and the whole setup takes up to 5 minutes.

No business or Whatsapp API approval is required.

Can I ask your team to handle the additional automation on Zapier for me?

Yes. For customers of our Business plan, we provide the option to book the integration (at custom quote). In such a case we will collect your requirements and handle the implementation for you.

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