Official WhatsApp API + phone app
Whatsable is an official Meta Tech Provider. Keep chatting in WhatsApp Business on your phone while Pipedrive, AI bots, and automations run on the official API, so your number stays safer and fully compliant.
Pipedrive integration
WhatsApp that lives inside your Pipedrive pipeline
Official Meta Tech Provider on the Pipedrive Marketplace. Keep your WhatsApp Business app, auto-capture leads into Deals, sync every conversation to activities, chat live from deal and person views, and let a proactive AI bot qualify and follow up while your team closes.
Official Meta Tech Provider · Pipedrive Marketplace app · Keep your WhatsApp Business number
Video guides
See the Pipedrive + WhatsApp setup end to end
Three walkthroughs from the WhatsAble team: full product tour, install and sync, and the latest activity-sync / live-chat updates.
Connect WhatsApp Business, configure lead capture into Pipedrive, live chat, AI bots, smart follow-ups, broadcasts, and Zapier / Make automations.
What you get
CRM, WhatsApp, AI, and automations in one loop
Automatic lead capture
First-time WhatsApp contacts can become Pipedrive Persons automatically. Then choose Create Deal, Lead, both, or nothing. When creating a Deal, you pick the pipeline, with zero manual CRM typing.
Live chat inside Pipedrive
Deal and person panels open the exact WhatsApp thread for that contact. Send templates, schedule follow-ups, and keep selling next to deal fields without switching apps.
Activity sync you control
Log messages Instantly or batch every 10 / 30 / 60 minutes. Pick timezone stamps and toggle sync for Deal, Lead, Person, and Organization independently so calendars stay readable.
Proactive AI that hands off cleanly
Train a bot with your mission and knowledge base. It qualifies leads, follows up when chats go silent, and notifies humans via keywords or custom handoff rules, with every message visible in Pipedrive.
Zapier, Make & n8n on top
Native Pipedrive panels cover day-to-day selling. Layer Zapier, Make, or n8n when a Deal stage change should fire WhatsApp templates and conditional follow-ups across your stack.
Lead capture
Decide exactly what happens when WhatsApp meets Pipedrive
WhatsAble matches each chat to a Person by phone number. You control auto-creating Persons, what to do when there is no Deal or Lead yet, and what happens when a closed Deal writes back.
Auto-add chat as new Person
When enabled, a first-time WhatsApp contact becomes a Pipedrive Person automatically. That Person is the anchor for Deals, Leads, and activity sync going forward.
No Deal or Lead yet
- Create new DealOpens a Deal in the pipeline you select when someone messages with no existing Deal or Lead.
- Create new LeadAdds a Pipedrive Lead without forcing a Deal stage yet, ideal for early qualification.
- Create Deal and LeadCreates both records so marketing-style Leads and sales Deals stay aligned from the first message.
- Do nothingStill syncs chat when a Person matches, but does not invent pipeline records automatically.
Won or lost contact messages again
- Create new DealStart a fresh opportunity in a chosen pipeline when a closed contact writes back.
- Continue syncing to a closed DealKeep the conversation history on the won or lost Deal without reopening it.
- Reopen last closed Deal, then syncBring the previous Deal back to open and resume activity logging there.
Pipeline selection is required whenever you create a Deal (or Deal + Lead). Choose the pipeline once in Notifyer’s Pipedrive settings and every inbound chat routes there.
Activity sync
Readable Pipedrive history, even on busy chats
Every WhatsApp exchange can become a Pipedrive activity. Group messages by interval, stamp them in your timezone, and choose which record types receive the sync.
Sync interval
InstantlyEvery message becomes its own Pipedrive activity
Every 10 minShort batches for active sales days
Every 30 minBalanced history without calendar spam
Every 60 minLong threads grouped into one tidy activity
Batched activities still show individual send times and whether a teammate or the AI sent each line, without flooding your calendar one activity per message.
Sync targets
- DealActivities on linked Deals for that phone number
- LeadActivities on linked Leads
- PersonActivities on the matched Person record
- OrganizationActivities on the linked Organization when present
Turn targets on or off independently. Sync only to Deals if you want a clean pipeline feed, or include Person and Organization for full relationship history.
Inside Pipedrive
Sell from the deal view without leaving your CRM
The WhatsAble Integration panel sits on deal and person detail views. Check connection status, then open Live Chat or send templates from pop-up windows that stay in Pipedrive.
Live Chat
Opens WhatsAble chat on the exact person linked to that Deal or Person record, so reps land in the right thread immediately.
Send Template
Send a Meta-approved template right away. Phone number and WhatsApp account are prefilled from Pipedrive and your connected number.
Send Scheduled Message
Pick template, variables, date/time, timezone, optional internal note and labels. Add condition rules in the same Pipedrive modal, such as only send if the person did not reply or sent nothing in the last 24 hours.
What the panel shows before you send
- WhatsAble license status (must be PAID to send)
- Synced WhatsApp Business account
- WhatsApp connection status (ACTIVE)
- Last WhatsApp communication timestamp
- Direct WhatsAble chat URL
Phone numbers come from the Deal or Person. Templates must already exist (and be approved) in the Notifyer Console. Scheduled sends respect the timezone you set.
Proactive AI bot
Qualify, answer, and follow up, then hand off to humans
Build lead-qualification or support agents in Notifyer. They work on the same WhatsApp number that syncs to Pipedrive, so AI replies and human takeovers both appear in CRM activity.
Core identity & knowledge
Agent name & business mission
Name the agent for internal logs and describe what success looks like so replies stay on-brand and goal-oriented.
Knowledge base
Paste FAQs, pricing, hours, and policies as text, and upload PDF, TXT, DOCX, or CSV sources the bot can retrieve from.
Custom instructions
Add optional rules such as always collect a phone number, never discuss competitor pricing, or escalate high-ticket interest.
Tone & response delay
Choose friendly, professional, balanced, or enthusiastic. A short typing delay gathers burst messages into one natural reply.
Human handover
Human request notifications
Push alerts on Android and iOS when a customer asks for a person. Assigned reps only get notified for chats they can access.
Trigger keywords
Words like “agent”, “human”, or “speak to someone” label the conversation as needing a human immediately.
Custom handoff scenarios
Describe situations such as refunds over a threshold, frustration, or unresolved technical issues so the bot escalates intelligently.
WhatsApp Business app auto-AI timer
After you reply from the mobile WhatsApp Business app, AI stays off, then turns back on automatically after the minutes you set.
Proactive follow-ups
When a conversation goes quiet, the bot can re-engage automatically, with guardrails so outreach stays respectful and on-brand.
Enable proactive follow-ups
When a conversation goes silent, the AI messages again inside your configured delay window.
Min & max delay
Earliest and latest windows for follow-ups so you never message too soon or keep chasing forever.
Max follow-ups & cooldown
Cap attempts per silent chat and enforce a gap after any outbound message to avoid back-to-back pings.
Distribution
Front-loaded, even, or back-loaded spacing across the delay window to match your sales cadence.
Quiet hours & quiet days
Respect the bot timezone: no follow-ups overnight or on selected weekdays.
Proactive instructions
Custom prompt for tone, prior-context references, and what the AI should or should not say on follow-ups.
AI messages sent on behalf of assigned employees still show up in Pipedrive activity, so managers see the full AI + human journey on each Deal or Lead.
Automation stack
Native Pipedrive panels plus Zapier, Make, and n8n
Use the Marketplace app for live chat, capture, and activity sync. Connect Whatsable in Zapier, Make, or n8n when Pipedrive stage changes, new Leads, or other tools should trigger WhatsApp templates and conditional follow-ups.
Zapier
5,000+ apps. Fire WhatsApp when Pipedrive Deals change, forms submit, or calendars book, then stop delayed steps when leads reply.
Open Zapier guide
Make
Visual scenarios with routers and sleep modules. Perfect for “Deal stalled 3 days → check-in → second nudge if silent”.
Open Make guide
n8n
Official Whatsable node for cloud or self-hosted workflows, incoming triggers, templates, and AI agent routing.
Open n8n guideExample combined flow
- WhatsApp inbound creates a Pipedrive Deal via native capture.
- Rep or AI works the chat live from the Pipedrive panel.
- Deal stage moves to “Proposal sent” → Make / Zapier / n8n sends a Whatsable template.
- A delayed step schedules a second message only if the contact has not replied.
Team & ops
Built for sales teams, not just solo inboxes
Team roles & assignment
Create roles and assign conversations (including by keywords/labels) so not everyone sees every chat. Pipedrive shows the same panels org-wide; WhatsAble enforces visibility and who gets Android/iOS push notifications.
Sender attribution
Activity history shows which teammate sent each message, or whether your AI sent it on their behalf, so managers keep a clear audit trail.
Safe broadcasting
Bulk-message WhatsAble-labeled chats (for example all agency customers) with paced delivery designed to reduce WhatsApp block risk. Not a Pipedrive segment export.
Templates & 24-hour window
Create unlimited Meta-reviewed templates in Notifyer for first contact. Inside the 24-hour customer service window after someone messages you, send free-form text, images, documents, and video.
Analytics
Monitor conversations and business activity from WhatsAble analytics while CRM history stays mirrored in Pipedrive activities.
Marketplace listing & support
Listed as WhatsApp Automation Pipedrive & AI by Whatsable (Official Meta Tech Provider). 7-day free trial, human support 7 days a week, and free setup calls when you need a guided go-live.
Capabilities
Everything included with Whatsable + Pipedrive
- Official Pipedrive Marketplace app with panels on deal and person detail views
- Keep using WhatsApp Business on your phone while running on the official WhatsApp API
- Auto-create Person records when a new WhatsApp chat arrives
- Action on new chat: create Deal, Lead, both, or do nothing, with pipeline selection
- Closed-deal rules: create a new Deal, continue syncing to a closed Deal, or reopen the last closed Deal
- Activity sync to Deal, Lead, Person, and Organization, toggled independently
- Activity sync interval: Instantly, every 10 min, 30 min, or 60 min (grouped message batches)
- Timezone-aware timestamps for synced activities and scheduled sends
- Live Chat opens the exact WhatsApp thread for that contact inside Pipedrive
- Send Template and Send Scheduled Message pop-ups from deal or person views
- Scheduled follow-ups from Pipedrive with conditions such as 'if person did not reply' or 'no message in the last 24h'
- Team assignment: reps only see conversations they are assigned to, with sender attribution
- Proactive AI bot with knowledge base, human handoff keywords, and quiet hours
- Combines with Zapier, Make, and n8n for advanced Pipedrive-triggered WhatsApp flows
- Safe broadcasting by WhatsAble labels with paced delivery to reduce block risk
- Analytics for conversations across your Pipedrive-connected WhatsApp inbox
Use cases
Workflows teams run today
Zero-touch inbound lead capture
A prospect messages your WhatsApp Business number for the first time. Whatsable creates a Person (optional), then creates a Deal and/or Lead in the pipeline you chose. Every message lands as a Pipedrive activity on the linked records.
Outcome: No manual CRM entry. New WhatsApp enquiries become pipeline opportunities within seconds.
Re-engage closed deals that write back
A won or lost contact messages again. You configure Whatsable to reopen the last closed Deal and resume sync, create a fresh Deal in a chosen pipeline, or keep logging against the closed Deal.
Outcome: Returning buyers re-enter the right stage of your process without spreadsheet chase-downs.
Live selling from the deal view
A rep opens a Deal in Pipedrive, clicks Live Chat, and continues the WhatsApp thread with full context. Scheduled templates and instant templates are available from the same panel without leaving Pipedrive.
Outcome: Faster replies, full context next to deal fields, and fewer tabs between CRM and WhatsApp.
AI qualifies, humans close high-ticket deals
Your proactive AI bot answers FAQs from the knowledge base, asks qualifying questions, and follows up when the lead goes quiet. Keywords or custom handoff rules push the chat to a human with a mobile push notification. AI and human messages both appear in Pipedrive activity.
Outcome: Reps spend time on ready-to-buy conversations while the bot covers nights and quiet leads.
Pipedrive stage change → WhatsApp via Make or Zapier
A Deal moves to 'Proposal sent'. Make or Zapier triggers Whatsable to send a welcome or proposal template, then schedules a follow-up that fires only if there is no reply within 24-48 hours.
Outcome: Pipeline motion drives WhatsApp outreach automatically, with no double-texting engaged leads.
Team inbox aligned to Pipedrive ownership
Large sales orgs assign WhatsApp threads to specific employees. Those reps only see their conversations in Pipedrive and only get push notifications for assigned chats. Activity logs show which teammate or AI sent each message.
Outcome: Clean ownership, audit-friendly history, and no shared inbox chaos.
Configuration reference
Settings, actions, and field behaviour
The same controls you configure in Notifyer’s Pipedrive page and inside Pipedrive panels, documented for search and implementation planning.
Action on new chat (no existing Deal or Lead)
When Whatsable matches a WhatsApp number to a Person (or creates one) and that Person has no open Deal or Lead, choose what the CRM should do.
TriggerNew WhatsApp message for a Person without Deal/Lead
| Field | Type | Description | Example |
|---|---|---|---|
action | enum | CRM action when no Deal or Lead exists | deal | lead | deal_lead | no |
pipeline | Pipedrive pipeline | Required when creating a Deal (or Deal + Lead) | Sales Pipeline |
auto_add_person | boolean | Create a new Person when a first-time WhatsApp chat arrives | true |
Action when a closed Deal writes back
When a Person already has a won or lost Deal and a new WhatsApp message arrives, choose how to continue the CRM story.
TriggerWhatsApp message for Person with closed (won/lost) Deal
| Field | Type | Description | Example |
|---|---|---|---|
action | enum | How to handle closed-deal conversations | new_deal | close_deal | reopen_deal |
pipeline | Pipedrive pipeline | Required when action is Create new Deal | Reactivation Pipeline |
Activity sync controls
Tune how WhatsApp messages appear as Pipedrive activities so long threads do not flood calendars.
TriggerOutbound or inbound WhatsApp message
| Field | Type | Description | Example |
|---|---|---|---|
interval | enum | How often to batch messages into activities | Instantly | 10 min | 30 min | 60 min |
timezone | IANA timezone | Timezone for activity timestamps and scheduling | America/New_York |
sync_targets | flags | Where activities are written | Deal, Lead, Person, Organization |
Send Scheduled Message from Pipedrive
From a Deal or Person panel, open Send Scheduled Message to queue an approved template with variables, optional internal note and labels, timezone, and condition rules (for example 'If Person Did Not Reply Anything' or 'no message in the last 24h').
TriggerRep schedules from Pipedrive panel
| Field | Type | Description | Example |
|---|---|---|---|
to | phone | Pulled from the Deal or Person phone fields | +14155550198 |
template | string | Meta-approved template from Notifyer Console | follow_up_proposal_v1 |
scheduled_at | datetime + timezone | When the message should send | 2026-08-01 10:00 America/Sao_Paulo |
note | text | Internal note (not sent to the contact) | Nudge if no reply after proposal email |
condition | rule | Optional send condition on the schedule modal | no_reply | no_msg_24h | person_replied |
Setup
Go live in a guided path
Install from the Pipedrive Marketplace or Connect Pipedrive Organization in Notifyer, then connect WhatsApp and configure capture rules.
Connect Pipedrive & WhatsApp
- 1Install & authorize
Install WhatsApp Automation Pipedrive & AI by Whatsable from the Pipedrive Marketplace (or Connect Pipedrive Organization in Notifyer Console) and authorize all users who should see the app.
- 2Create Whatsable account
Create or sign into your Whatsable / Notifyer account when redirected after OAuth.
- 3Connect WhatsApp Business
Connect your WhatsApp Business number via Meta embedding (keep using WhatsApp Business on your phone). Add a Meta payment method when prompted so API messages can send.
Configure CRM behaviour
- 4Configure lead capture
In Pipedrive settings inside Notifyer: enable Auto-Add Person if needed, set Action on New Chat (Deal / Lead / both / none + pipeline), and set closed-deal behaviour.
- 5Tune activity sync
Configure Activity sync interval, timezone, and which of Deal / Lead / Person / Organization should receive activities.
- 6Message from Pipedrive
Create Meta-approved templates in Notifyer, then open a Deal or Person in Pipedrive to use Live Chat, Send Template, or Send Scheduled Message.
Layer AI & workflows
- 7Optional AI & automations
Optional: create a proactive AI bot (mission, knowledge base, handoff keywords, proactive follow-ups) and connect Zapier, Make, or n8n for stage-based automations.
FAQ
Common questions
No. Whatsable is an official Meta Tech Provider. You connect your existing WhatsApp Business account, keep using the WhatsApp Business app on your phone, and gain API messaging, AI bots, and Pipedrive sync on the same number.
Messages sync as Pipedrive activities on the records you enable (Deal, Lead, Person, Organization). You can also open Live Chat from the WhatsAble panel on deal and person detail views to continue the exact thread without leaving Pipedrive.
Instantly logs each message as its own activity. Every 10, 30, or 60 minutes groups messages from that window into one activity so long chats do not clutter calendars, while still showing timestamps and who (or which AI) sent each line.
Yes. Authorize organization-wide access during install. You can still restrict which conversations each rep sees via Whatsable assignment. Teammates who do not see the panel yet may need to authorize the app once in their own Pipedrive account.
Create an AI agent with a name, business mission, knowledge base (text and files), tone, response delay, and human-handoff rules (keywords plus custom scenarios). Enable proactive follow-ups with min/max delay, max attempts, cooldown, distribution, quiet hours/days, and custom follow-up instructions. AI and human messages both sync into Pipedrive activity for the matched Person, Deal, or Lead.
The native app covers CRM panels, activity sync, live chat, and lead capture. Zapier, Make, and n8n add advanced flows such as 'Deal stage changed → send WhatsApp template → schedule follow-up only if no reply'. Use both together for the deepest automation.
From WhatsAble you can broadcast approved templates to chats with specific WhatsAble labels (for example all contacts labeled agency). Delivery is paced slowly to reduce WhatsApp rate-limit and block risk. This is label-based in WhatsAble, not a native Pipedrive segment picker.
Yes. The Pipedrive Marketplace listing offers a 7-day free trial, human support is available 7 days a week, and WhatsAble provides free setup help via demo calls if you want a guided onboarding.
Run Pipedrive and WhatsApp together
Unlimited messaging from your own number, CRM sync, live chat in deals, proactive AI, and automations with Zapier, Make, and n8n.
Pro includes a 7-day free trial · 6-minute setup · Cancel anytime