Suiteshare
free

Suiteshare

by suiteshare

free
free

WhatsApp + PipeDrive: Send over to PipeDrive all leads that start a conversation with you on WhatsApp.

Attract new leads, Qualify my leads

App screenshot
App screenshot
App screenshot
This app is either entirely free or offers some features for free. There may be limits on how much you can use certain features for free, and you might need to open paid account to access all features.

Description

Suiteshare integration allows you to capture leads that initiate a conversation with you via WhatsApp and automatically add them to your Pipedrive account.

Additionally in Suiteshare you can create a WhatsApp chat, add the capture form, integrate with Pipedrive and sell more, turning your customers into leads in your favorite CRM.

Want to go beyond forms? You can turn on robot mode and replace form fields with a more enjoyable experience that collects the same data from your customers. It then sends it to your company's WhatsApp and Pipedrive.

Remarks and requirements: A Pipedrive account on any plan A Business or Enterprise account in Suiteshare.

Installation instructions

You must use a Suiteshare capture form to enable integration. Creating your form:

  1. To convert your link into a capture form, go to the “Capture” option in the Suiteshare panel. Then, on the new page, click on the “New” button.
  2. Select the “Anchor Link” option, choose which link users should click to get to the form they must fill out. This is the link you will share on social media and related networks. After selecting the link, click “Next.”
  3. Now, select the destination link that users will be directed to after completing the form. Then, click the “Next” button.
  4. Now is the time for you to select which fields your customer needs to fill in (what information you want to capture). In this case, we select all fields: Name, Phone and Email.
  5. Click on “Finish.”

Configuring the integration:

  1. On any page of the Suiteshare panel, on the top right, go to “Settings” > “Integrations.”
  2. On the next page, you will see the tools Suitshare integrates with. Choose Pipedrive by clicking on the “Use Integration” button.
  3. Once a screen appears, click on “Connect.”
  4. You will be redirected to Pipedrive, click “Allow and Install.”
  5. All set! You will be redirected to the Suiteshare platform and see the integration on the “My Integrations” panel.

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