> ## Documentation Index
> Fetch the complete documentation index at: https://docs.xpressbot.org/llms.txt
> Use this file to discover all available pages before exploring further.

# Pipedrive

> Send a WhatsApp message when a new person is added in Pipedrive.

## 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:

| Event | When it happens |
| - | - |
| **New person added** | A person is created in Pipedrive |

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.

## Related docs

* [Integrations Overview](https://docs.xpressbot.org/workspace/integrations/overview.md)
* [Webhooks](https://docs.xpressbot.org/workspace/integrations/webhooks.md)
* [Templates](https://docs.xpressbot.org/workspace/whatsapp/templates.md)
* [Automation Overview](https://docs.xpressbot.org/workspace/automation/overview.md)


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