Reply to every lead instantly. Automate follow-ups. Close more deals, all inside Pipedrive.

SMS, WhatsApp, Calls & AI Agent for Pipedrive – Turn Pipedrive into a Complete Sales Communication Platform with HelloSend

Zeno AI Agentic Responses Zeno AI uses your business knowledge to answer lead questions on WhatsApp and SMS, even when your team is offline, and hands over to your reps when needed.

AI Voice Agent Never miss a lead's call. The AI Voice Agent answers inbound calls, handles common questions and captures caller details.*

WhatsApp and SMS Integration for Pipedrive Message leads from Pipedrive contacts, leads and deals, and keep conversations moving at every pipeline stage.

Automated Sales Follow-Ups Automate reminders, follow-ups and nurture messages based on customer actions, so no deal stalls.

Click-to-Call Call prospects from Pipedrive. Every call is logged and linked to your sales process.

Targeted Campaigns Send bulk SMS and WhatsApp campaigns using Pipedrive filters, and track delivery and engagement.

Shared Team Inbox Manage WhatsApp, SMS and calls in one inbox with full context alongside Pipedrive deals.

Automatic CRM Sync Calls, notes and conversation history sync to Pipedrive, so records stay accurate without manual entry.

Your Choice of Provider Connect Twilio, RingCentral, Zoom, Telegram, WhatsApp Mobile or the WhatsApp Business API.

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

Installation Steps

1. Install the App : Click the installation link to get started.

2. 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.

3. 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.

4. 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.