Pipedrive WhatsApp integration that lives in your pipeline

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. You can write those activities to the deal, the lead, the person, the organization, or any mix.

On a deal or person you see whether Whatsable is ready to send, which WhatsApp number is connected, and when you last wrote. Then you open the live chat, send a template, or schedule one.

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.

You name the bot, tell it what you sell, and give it your FAQs or files. It can hand a chat to a person when someone asks, and it can write again when a chat goes quiet. You set how soon it follows up, how many times, and when it should stay silent. Bot and human messages both land in Pipedrive.

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.

Whatsable can add them as a Pipedrive person automatically. If they do not already have a deal or a lead, you choose what to create: a deal in a pipeline you pick, a lead, both, or nothing. You set this once in your Pipedrive settings inside Whatsable.

You decide. Open a fresh deal in a pipeline you pick, keep logging the chat on the won or lost deal, or reopen that last closed deal and continue there.

Yes. The Whatsable panel on a deal or person lets you open the live chat, send an approved template right away, or schedule one for later. You pick the time and timezone, and you can add a private note for your team. You can also hold the send if they already replied, or if nobody wrote in the last 24 hours.