What is this?
The Pipedrive integration messages a new contact on WhatsApp as soon as they are added to Pipedrive — for example a welcome message from your sales team.What can I do here?
- Send a WhatsApp template when a new person is added
- See every request Pipedrive sent, including failures
- Check from the platform that the Pipedrive webhook is still registered
How to use it
1
Open the Pipedrive page
Go to Integrations, click Pipedrive, then Connect.
2
Enter your Pipedrive details
Paste your Pipedrive personal API token (in Pipedrive under Personal preferences → API).
3
Choose your messages
Pick the WhatsApp template to send for a new person:
Leave an event empty to send nothing for it.
4
Set up and activate
Click Set up and activate. The platform registers the webhook with Pipedrive for you and creates a ready-made automation that sends the right template for each event. You can open that automation in the builder any time.
Things to know
- The customer’s phone number is the person’s primary phone number in Pipedrive. People without a phone number can’t be messaged. Deal, lead and campaign events aren’t offered.
- Repeats are ignored. If Pipedrive sends the same event twice, the customer isn’t messaged twice.
- Pipedrive removes a webhook that keeps failing. After three days without a successful delivery, Pipedrive deletes it. Use Verify on Pipedrive on the connection page to check, and reconnect if it is missing.
Troubleshooting / Technical Notes
- Connecting fails. Check the details you entered and that they belong to the right Pipedrive account. The error from Pipedrive is shown on the page.
- No messages are sent. Check the connection shows Connected, a template is chosen for the event, and the template is approved.
- A request shows as failed. Open the connection’s Activity tab and select the request to see the error and its raw body. A missing phone number is the most common cause.
- Webhooks look missing. On the connection page, click Verify on Pipedrive to check they are still registered. If any are missing, disconnect and reconnect to register them again.
- You rotated your key or token. Open the connection’s Settings tab and update the credentials.