Turn WhatsApp conversations into Pipedrive actions.
Joe answers a WhatsApp message like a colleague who knows your business. Every enquiry becomes a person and a deal in Pipedrive, logged and moved as the conversation progresses. No copy-paste, no flow builder, no morning backlog.
400 credits on us for 7 days to decide if he keeps the job.
One WhatsApp conversation. The Pipedrive work, done live.
Watch the left side: a WhatsApp message comes in. Watch the right side: Pipedrive fills itself in as Joe answers. That is the whole product.
Can you do 500 brochures by Friday?
Yes, as a rush run: £640. Want the quote?
Send it over.
Quote sent and logged. I will follow up Thursday, Dan.
Deal · PipedrivePersonDan KellerDeal500 brochures, rushValue£640StageQuote sentActivityFollow-up scheduledWritten by Joe, mid-conversationThree steps, every time.
A WhatsApp message arrives
A customer writes in on WhatsApp, at whatever hour they like. Joe reads the whole message, not a keyword.
Joe answers and acts
He replies in your words and your prices, and does the Pipedrive work in the same breath, while the customer is still there.
Pipedrive is already right
Creates people and deals as enquiries come in. Nothing waits for the morning, and nothing is retyped by hand.
Real conversations, real records.
Three businesses, three messages, and what Pipedrive looks like afterwards.
“What would panels cost for a 4-bed?”
Joe qualifies the roof and usage, books the survey, and Pipedrive gets the person and the deal with every field your pipeline needs.
“Can you do 500 brochures by Friday?”
Joe confirms feasibility from your rules, quotes, and the deal lands in Pipedrive at the quote stage.
“We want to reorder, same as last time.”
Joe finds the previous deal, confirms the order, and creates the new deal linked to the history.
The record is done before the goodbye.
Creates people and deals as enquiries come in
Logs the conversation against the deal
Moves deals along the pipeline when the customer commits
Everything Joe does on WhatsApp → The full Pipedrive integration →
WhatsApp to Pipedrive, answered.
Do I have to build a WhatsApp-to-Pipedrive flow?
No. Connect WhatsApp and Pipedrive once, then tell Joe in plain language what should happen. He decides in the conversation, so there is no flow chart to maintain when your prices or rules change.
Does every WhatsApp message end up in Pipedrive?
Only the ones your rules say should. You decide what gets recorded, what gets escalated to a person, and what needs approval before Joe acts.
What else can Joe do from WhatsApp?
Everything he does anywhere: answer questions, book appointments, take payments, quote from your price list, and hand over to your team with the whole conversation attached. Pipedrive is one of the places he can act, not the only one.
How long does this take to set up?
Connecting WhatsApp and Pipedrive takes a few minutes each. Most businesses are live, answering and acting, in about twenty minutes.
WhatsApp to other tools
Joe's ready. Are you?
The next WhatsApp message could already be in Pipedrive.
400 credits on us for 7 days to decide if he keeps the job.