Create Pipedrive note for new WhatsApp message
WhatsApp + Pipedrive Integration
Pipedrive + WhatsApp Integration
Integrate Pipedrive to WhatsApp in one click, or tell Integrately AI how you want each deal handled. Create a deal, send messages, alert your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Project is created in Pipedrive Instant- Project is updated in Pipedrive Instant
- Project is deleted in Pipedrive Instant
- Activity is created in Pipedrive Instant
- Activity is updated in Pipedrive Instant
- Activity matches filter in Pipedrive
- Deal is created in Pipedrive Instant
- Deal is updated in Pipedrive Instant
- Deal matches filter in Pipedrive
- Deal stage is updated in Pipedrive Instant
- Lead is created in Pipedrive Instant
- Lead is updated in Pipedrive Instant
- Note is created in Pipedrive Instant
- Note is updated in Pipedrive Instant
- Organization is created in Pipedrive Instant
- Organization is updated in Pipedrive Instant
- Organization matches filter in Pipedrive
- Person is created in Pipedrive Instant
- Person is updated in Pipedrive Instant
- Person matches filter in Pipedrive
- Product is added in Pipedrive Instant
- Product is deleted in Pipedrive Instant
- Product is updated in Pipedrive Instant
Message is received in WhatsApp Instant
2.
- Create activity in Pipedrive
- Update activity in Pipedrive
- Get activity by id in Pipedrive
- Delete activity in Pipedrive
- Create deal in Pipedrive
- Update deal in Pipedrive
- Search deal in Pipedrive
- Get deal by id in Pipedrive
- Convert deal to lead in Pipedrive
- Get deal conversion status in Pipedrive
- Add product to deal in Pipedrive
- Get products of deal in Pipedrive
- Add participant to deal in Pipedrive
- Get Participants by Deal Id in Pipedrive
- Create lead in Pipedrive
- Convert lead to deal in Pipedrive
- Get lead conversion status in Pipedrive
- Search lead in Pipedrive
- Delete deal in Pipedrive
- Create organization in Pipedrive
- Update organization in Pipedrive
- Search organization in Pipedrive
- Get organization by id in Pipedrive
- Delete organization in Pipedrive
- Create person in Pipedrive
- Update person in Pipedrive
- Search person in Pipedrive
- Get person by id in Pipedrive
- Delete person in Pipedrive
- Create product in Pipedrive
- Update product in Pipedrive
- Search product in Pipedrive
- Get product by id in Pipedrive
- Get product variations in Pipedrive
- Delete product in Pipedrive
- Add follower in Pipedrive
- Create note in Pipedrive
- Update note in Pipedrive
- Search note in Pipedrive
- Attach file in Pipedrive
- Get user by id in Pipedrive
- Search user by email in Pipedrive
- Search user by name in Pipedrive
- Send message (using template) in WhatsApp
- Send message in WhatsApp
Trusted by experts at...
Ready Workflows for Pipedrive + WhatsApp Integration
Capture leads, send instant messages, update deal stages, alert your team, and trigger follow-ups, all in just one click.
Most popular automations
Share updated Pipedrive deal via WhatsApp message
Pipedrive + WhatsApp Integration
Send WhatsApp message for new Pipedrive deal
Whenever a new deal is created in your Pipedrive, you'll want to communicate with your team to make sure everyone is on the same page. Sending WhatsApp message ensures that everyone knows about the new deal and can provide input on the best way to move forward.
This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more deals. In short, this Pipedrive - WhatsApp integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
See moreThis not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more deals. In short, this Pipedrive - WhatsApp integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
Send WhatsApp message for new Pipedrive organization
Pipedrive + WhatsApp Integration
Send WhatsApp message for new Pipedrive person
Anytime a new person is added to your Pipedrive, automatically send them a message through WhatsApp letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.
Furthermore, with this Pipedrive - WhatsApp integration, you can rest assured that your new person will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.
Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
See moreFurthermore, with this Pipedrive - WhatsApp integration, you can rest assured that your new person will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.
Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Pipedrive + WhatsApp flow
Streamline your communication and deal tracking by connecting your favourite tools. Pick a combination and activate it in one click.
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Gmail (4)
Gmail (4) +
Google Calendar (3)
Google Calendar (3) +
Calendly (3)
Calendly (3) +
Mailchimp (3)
Mailchimp (3) +
Stripe (3)
Stripe (3) +
Asana (3)
Asana (3) P
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Create a Pipedrive deal, send a WhatsApp confirmation, and notify your sales team via Gmail
New Pipedrive deals trigger an instant WhatsApp message to the contact and an email notification in Gmail so your sales team stays informed.
P
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When a Pipedrive deal stage is updated, send a WhatsApp update and email the client via Gmail
Deal stage updates in Pipedrive trigger an automated WhatsApp notification and a follow-up email in Gmail without manual effort.
P
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Use Claude to draft a Pipedrive deal follow-up email, send it via Gmail, and notify the team on WhatsApp
Claude generates tailored follow-up messaging sent through Gmail, accompanied by a WhatsApp alert to your sales channel.
P
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When a Pipedrive lead is created, send a WhatsApp greeting, send a welcome email in Gmail, and create a task in Asana
New Pipedrive leads trigger an instant WhatsApp greeting, a welcome email in Gmail, and a task in Asana for the sales team.
Supported triggers and actions for Pipedrive and WhatsApp
Mix and match to build the exact automation you need
Pipedrive Triggers & Actions
Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
Try it → Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
Try it → Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
Try it → Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
Try it → Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
Try it → Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
Try it → Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
Try it → WhatsApp Triggers & Actions
Instant
Message is received in WhatsApp
Triggers the automation when a new message is received
Try it → What can you automate with Pipedrive + WhatsApp?
Streamline your sales communication by connecting Pipedrive events directly to WhatsApp notifications and updates.
🚀
Send instant WhatsApp messages on new deals
Trigger automated WhatsApp messages the moment a new deal is created in Pipedrive to engage prospects instantly.
📋
Capture every submitted lead detail
Map all available lead information from Pipedrive into your messaging templates instead of just basic contact names.
🔔
Alert team members immediately
Send instant notifications to your sales channel on WhatsApp whenever high-value deals are updated or won.
🔀
Route messages based on deal stages
Send different WhatsApp message templates depending on the specific deal stage or custom field value in Pipedrive.
🔄
Keep records updated in real time
Synchronize deal updates and contact information across Pipedrive and WhatsApp without manual copy-pasting.
🛡️
Prevent duplicate records
Automatically check for existing contacts in Pipedrive before creating new records from incoming WhatsApp interactions.
💳
Handle later status changes smoothly
Trigger automated follow-up messages on WhatsApp when deal stages change to closed won or closed lost.
🔗
Extend workflows to external apps
Connect Pipedrive and WhatsApp events directly to Asana task creation or Gmail notifications in a single multi-step flow.
And much more...
Who is Pipedrive + WhatsApp integration for?
Sales professionals and business owners use Pipedrive and WhatsApp integration to eliminate manual messaging delays and keep deal pipelines moving rapidly.
Sales directors
Account executives
Agency owners
Operations managers
Customer success leads
Business analysts
📈
Sales directors
You rely on accurate conversion metrics to forecast revenue, but manual data entry leaves pipeline reports outdated — with this integration, every deal update and message syncs instantly and your dashboards stay current.
⚡
Account executives
You need to respond to inbound leads within minutes to win business, but juggling CRM updates slows your outreach down — with this integration, new deals trigger instant WhatsApp messages so you never miss a prospect.
🤝
Agency owners
Your clients expect rapid communication and transparent project handoffs, but manual updates lead to communication gaps — with this integration, every deal stage change triggers automated messaging across your team.
🔄
Operations managers
Your team handles high volumes of incoming sales inquiries daily, but manual task creation causes backlogs — with this integration, every lead and deal automatically provisions records and notifications across your stack.
📋
Customer success leads
You depend on sales handoffs to begin onboarding, but delayed notifications stall project kickoffs — with this integration, won deals instantly trigger task creation and welcome messages without manual handoff.
🔍
Business analysts
You need reliable historical data for attribution modeling, but fragmented communication leaves gaps in your CRM logs — with this integration, every interaction is recorded accurately alongside your Pipedrive deals.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Pipedrive + WhatsApp
Build and manage your Pipedrive + WhatsApp automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Pipedrive + WhatsApp with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
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Select Automation
2
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Automation is ready
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Frequently Asked Questions
How do I connect Pipedrive to WhatsApp?
You can connect Pipedrive to WhatsApp instantly using 1-click ready workflows on Integrately. Select a template, connect your accounts, and let Integrately AI handle the setup.
Can I send automated WhatsApp messages when a new deal is created in Pipedrive?
Can I connect Pipedrive, WhatsApp, and Gmail?
What is a good Zapier alternative for Pipedrive and WhatsApp?
How does Pipedrive data sync with WhatsApp?
Can I customize WhatsApp message templates using Pipedrive fields?
Do I need coding skills to automate Pipedrive and WhatsApp?
Is the Pipedrive and WhatsApp integration free?
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