Velo Connect for Pipedrive
interactive features

Velo Connect for Pipedrive

by VeloConnect LLC

interactive features
interactive features

Multi-channel messaging in Pipedrive via WhatsApp, Viber and SMS with tracking, scheduling, and bulk messaging.

Communicate with leads, Support my customers

App screenshot
App screenshot
App screenshot

Description

VeloConnect brings multi-channel communication directly into Pipedrive, helping sales and support teams connect with customers faster and manage every interaction from one place.

With VeloConnect, you can reach your leads and customers through WhatsApp, Viber, and SMS without switching between platforms. The integration embeds VeloConnect into your Pipedrive Deals, Contacts, and Organizations, making communication a natural part of your daily workflow.

Send messages directly from contact profiles, automatically use existing contact details, schedule communications for later, or launch bulk campaigns to multiple contacts and organizations in just a few clicks.

Every interaction is automatically synchronized with Pipedrive, keeping your communication history organized and accessible. Scheduled messages appear in upcoming activities, while sent and delivered messages are tracked in the Activities timeline.

Whether you're following up with leads, nurturing customer relationships, or managing large-scale outreach, VeloConnect simplifies communication, reduces manual work, and helps your team stay connected with every customer through their preferred messaging channels — all within Pipedrive.

Features

Panels

Panels

Instantly see and interact with Velo Connect for Pipedrive as you dive into the details of your deals/contacts in Pipedrive.

Velo Connect - Send a message

Locations:deal detailsorganization detailsperson details

Send messages without leaving Pipedrive. Contact details are auto-filled, so you can reach your customers faster and more efficiently.

Actions

Actions

Kick off related actions in Velo Connect for Pipedrive as you work with your deals, contacts and/or activities in Pipedrive.

Select and Send your message

Locations:deal detailsdeal listperson detailsPeople listorganization detailsorganization list

Select multiple contacts and send campaigns instantly

Installation instructions

Getting started with VeloConnect in Pipedrive is quick and requires no complex setup.

  1. Install the VeloPlatform app from the Pipedrive Marketplace.
  2. Log in or create a VeloPlatform account if you are a new user.
  3. Connect your preferred messaging channels (WhatsApp, Viber, SMS) inside the VeloPlatform interface.
  4. Open any Deal, Contact, or Organization in Pipedrive.
  5. Access the VeloPlatform panel (iframe) directly within the page.
  6. Start sending messages — contact details such as phone numbers will be automatically filled in.

You can also:

  1. Schedule messages for later delivery
  2. Use bulk selection in Contacts or Organizations to send messages to multiple recipients

All sent and scheduled messages will be automatically tracked in Pipedrive Activities.

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