Supercharge Pipedrive with SMS, Calls & WhatsApp. Connect directly to customers' preferred channels for instant, personalized outreach.

In Nurture my leads, Communicate with leads, Manage my accounts, Support my customers

Description

Send SMS, WhatsApp, and voice calls directly from Pipedrive.

HelloSend streamlines global communication, automates follow-ups, and helps close deals faster.

Automated SMS / WhatsApp: Trigger personalized messages via Pipedrive workflows for follow-ups, reminders, and lead nurturing.

SMS Campaigns: Launch campaigns for Contacts or Deals using filters or CSV import. View delivery and response metrics in real-time.

WhatsApp Campaigns: Run bulk WhatsApp campaigns to selected contacts or deals, with all replies automatically linked to the right Pipedrive records.

One-to-One Messaging: Send direct SMS or WhatsApp messages from any record. Replies are tracked inside Pipedrive for full visibility

Templates: Create reusable, dynamic templates for fast, personalized messaging.

Voice Call: Click-to-call from records, assign numbers to teams, build custom Call Flows, and log calls automatically.Features include Call Hold and Recording.

Success Story | For Demo

Features

Panels

Instantly see and interact with SMS, Call & WhatsApp Integration for Pipedrive as you dive into the details of your deals/contacts in Pipedrive.

HelloSend DM

Locations:deal detailsperson detailsorganization details

Pop-up windows

Tackle complex tasks in SMS, Call & WhatsApp Integration for Pipedrive without leaving Pipedrive via their customized pop-up windows.

HelloSend Campaign

Locations:deal listPeople list

Quick access

Easily access SMS, Call & WhatsApp Integration for Pipedrive and their customized floating window anywhere in Pipedrive via the top bar.

HelloSend Call

Locations:Top barPhone numbers

HelloSend Call lets you make calls with one click, auto-log details in CRM, and track interactions effortlessly.

Installation instructions

Our SMS/Call/WhatsApp app supports industries like Healthcare, Real Estate, Education, Retail, Finance, Travel, E-commerce, and Events, providing tailored solutions.

Installation Steps

Install the App : Click the installation link to get started.
Connect Channels
- Twilio SMS
  - Log in to your Twilio account.
  - Copy the Account SID and Auth Token.
  - Paste them into the app to authenticate and click Authorize.
- RingCentral SMS
  - Click Authorize to connect your RingCentral account.
- WhatsApp Business
  - Follow the link.
- Personal WhatsApp
  - Connect via QR Code
- Twilio Call
  - Log in to Twilio. Copy Account SID and Auth Token. Paste them into the app and click Authorize.
Send SMS / WhatsApp from Pipedrive
Open Contacts in Pipedrive. In the contact's detail view, the HelloSend DM panel auto-fills the "From" and "To" fields. Compose a message or select a template. Sent and received messages are logged in Notes/Activities. Access HelloSend via the menu icon in the DM panel.
Call from Pipedrive
Open Contacts in Pipedrive. Click the Click-to-Call icon next to the contact's phone number to initiate a call. Call logs are automatically saved in the Activities of the corresponding record.