One-click WhatsApp & Pipedrive integration

How to integrate WhatsApp with Pipedrive?

TimelinesAI enables you to integrate WhatsApp profile with Pipedrive directly, in one click:

1. Install TimelinesAI – WhatsApp Pipedrive integration on the 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 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.

How much does Pipedrive Whatsapp integration cost?

The pricing starts at $25/mo.  Annual discounts apply. Learn more about the plans on the Pricing page.

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 adds a “Send WhatsApp message” button to the Contacts and Deals section on Pipedrive. It enables you and your agents to send WhatsApp text messages and attachments right from Pipedrive interface.

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

TimelinesAI supports WhatsApp multidevice. It means that the connected WhatsApp accounts are always online, even if the device or Internet of your manager is turned off. There will be no gaps in synchronization.

An additional benefit is that your managers can use WhatsApp Web, WhatsApp Desktop and WhatsApp mobile app. TimelinesAI will automatically sync the messaging in the background with no additional effort from their side.

Can I use Zapier to introduce additional Pipedrive Whatsapp automation?

Yes. TimelinesAI has a Native Zapier integration that is available on our Mass Messaging & Automation plan along with Webhooks and Mass Sending.

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.

What else I can do with TimelinesAI?

TimelineAI offers you a range of tool to help your business win and scale.

Along with Pipedrive integration that is available on any plan we offer:

Shared Inbox – add multiple WhatsApp numbers to appear in one timeline for collaboration and visibility.

Mass Messaging & Automation – Native Zapier Integration, Inbound & Outbound Webhooks and Mass Sending to boost your Sales & Marketing campaigns.