**SMS, WhatsApp & Voice for Pipedrive – Transform Pipedrive into a Complete Customer Communication Platform with HelloSend**

**Instant Customer Engagement** From Pipedrive Contacts, Leads, and Deals, send SMS, WhatsApp, and Voice Calls to leads and customers. Faster responses and personalised interactions boost conversions.

**Automate Every Follow-Up** Automate customer actions-based reminders, follow-ups, notifications, and nurture messages using 
advanced processes. Save time and communicate with every lead.

**Voice-calling helps close deals** Allow click-to-call, log every call, and sync conversation history to your CRM. Allow your sales staff to see all customer interactions.

**Campaigns using targeted messaging** Reach the correct audience with Pipedrive filters for bulk SMS and WhatsApp campaigns. Optimise results by tracking message delivery, engagement, and campaign performance.

**Centralise Client Discussions** Manage SMS, WhatsApp, and voice from a team mailbox. For improved collaboration, organise, search, and access all conversations.

**Update Your CRM Regularly** Pipedrive automatically syncs calls, notes, and communication history. Avoid manual data entry and keep accurate client records.

**Combine with Top Communication Providers** Integrate Twilio, RingCentral, Mobile WhatsApp, and WhatsApp Business API for reliable messages and calling through your selected provider.

Nurture my leads

Communicate with leads

Manage my accounts

Support my customers

SMS, Call & WhatsApp Integration for Pipedrive

Now your clients get automatically added to Pipedrive so you do not have to manually keep track of clients in two places.

Using our CSV import to add customers to Yavia now automatically places those customers in Pipedrive. Also any client who signs up to your app from your 3D barcode or email invitation automatically gets added to Pipedrive. 

We also provide an option to sync your chat history through the app to Pipedrive. Anytime a chat message is sent it gets automatically added to Pipedrive so you only need to sync once.

Attract new leads

Other use cases

YaviaSync

### Setup in 5 minutes
Keep using your WhatsApp Business account and your existing chats while using the **official WhatsApp API**, we are official Meta Tech Providers.

### Automatic Lead Capture
Someone messages you first? WhatsAble automatically creates Person records, Leads, and Deals in your pipeline. Zero manual data entry.

### Smart Follow-Up Automation
Schedule follow-up messages that get sent if the lead stops replying or in specific conditions. 

Connect your Pipedrive and WhatsApp messages with our Zapier/Make/n8n module for advanced automation. Your pipeline moves forward automatically.

### Live Chat Inside Pipedrive

Every WhatsApp conversation synced in real-time to Pipedrive activity. Send messages while viewing deal details, schedule follow-ups mid-conversation and add tags and notes. Full context = more closed deals.

### Calendar &amp; Activity Sync

All WhatsApp interactions auto-log to Pipedrive with complete activity history. No lead falls through the cracks.

### Advanced Workflows

Build automation like: "If no reply in 2 days → send follow-up" or "If they say 'interested' → Label "hot lead". 

### Stay organized
You can create roles inside and assign conversations based on keywords, so not everyone sees all the messages. 

###

Answer messages from our mobile app  • Make/Zapier/n8n integrations • Human support 7 days a week • Smart Broadcasting

Get a 7 day free trial for your team, no need for a new number or losing access to your WhatsApp account.

WhatsApp Automation Pipedrive & AI by Whatsable

### Transform WhatsApp Web into Your Pipedrive CRM Powerhouse

MessageHub seamlessly integrates WhatsApp Web with Pipedrive through a Chrome extension, enabling sales teams to manage WhatsApp conversations directly from their CRM workflow.

### 🚀 Key WhatsApp CRM Features

**WhatsApp Contact Sync**
- Instantly add WhatsApp contacts to Pipedrive
- Auto-match phone numbers with existing records
- Works with WhatsApp Business &amp; personal accounts

**Deal Management from WhatsApp**
- Convert WhatsApp chats into deals instantly
- Update deal stages without leaving WhatsApp Web
- Close deals directly from chat interface

**WhatsApp Messages as Notes**
- Save WhatsApp conversations to deals/contacts
- Sync chat history, media, and voice messages
- Keep complete WhatsApp context in Pipedrive

**Activities &amp; Follow-ups**
- Schedule tasks while chatting on WhatsApp
- Track calls and meetings from WhatsApp Web
- Complete activities without switching tabs

**WhatsApp Templates**
- Create reusable message templates
- Use dynamic fields for personalization
- Share templates with your team

### Why MessageHub?

✅ No WhatsApp API needed - uses WhatsApp Web
✅ Real-time sync with Pipedrive CRM
✅ Multi-language support
✅ 7-day free trial

Automate my pipeline and data

WhatsApp Web and Pipedrive by MessageHub

We all know that once a lead turns into an opportunity, you want to onboard them as fast as possible to your services.

Clustdoc digital onboarding software provides your team with complete solutions to scale your onboarding processes and convert leads faster. 

With Clustdoc, you can easily create a custom onboarding checklist based on your specific needs: from collecting customers information, delivering documents to signing contracts, Clustdoc takes care of your new contacts from beginning to end. 

Stop spending precious time completing manual tasks when you can integrate the Clustdoc app to easily run custom onboarding workflows with your Pipedrive leads. 

**Automatically onboard new Pipedrive contacts with Clustdoc**

Using Pipedrive and Clustdoc integration, you can streamline your sales operations and manage new customers records - right from your CRM: 

1. Create custom onboarding checklists with Clustdoc 
2. Launch onboarding workflows with Pipedrive leads
3. Follow customer records statuses right in Pipedrive 

With this integration, immediately automate your onboarding workflow, so you can focus on the most important sales deals.

Manage contracts

Manage my projects

Clustdoc

Intercom's live chat is the fastest way to boost sales and create new revenue. With Intercom, you can capture and convert more leads by proactively engaging with them on your website. Use bots to automatically qualify leads and chat with the hottest ones in real-time. You can track those leads in Pipedrive ,too.

The integration allows you to create deals in Pipedrive with one click as you capture and qualify leads in Intercom. This means you’ll never miss an opportunity to close a deal.

You can also view details about a lead's Pipedrive deal in your Intercom Inbox, so you have all the context you need when chatting with a lead. Plus, your conversation is automatically logged in the lead’s timeline on Pipedrive – giving you a complete picture of the lead’s journey so that you can pick up your sale right where you left it.

Intercom

**MAP & PROSPECTING**
- View and (mass-)edit records on map, including custom fields; real-time two-way sync
- Customize markers, labels, pop-ups; colorize records by any property
- Search local businesses by keyword and add them as records with field mapping
- Auto-correct errors in addresses and fill in zip & counties
- View weighted heat maps, isochrones, and find records by distance

**FIELD TEAM**
- Plan optimized multi-day routes for entire teams in one run, with overnight stops for long-haul trips
- Truck-aware navigation; recurring visits; travel-aware calendar with conflict detection
- Script visit scenarios; check-in with geofencing & adaptive forms; data synced to CRM
- Track users' location & movement history; mobile app for iOS and Android
- Analyze visit data — notes, photos, videos — with AI (custom prompts); team dashboards

**TERRITORIES**
- Draw territories from zip codes, counties, census tracts
- Auto-assign records to territories & sales reps based on custom criteria
- Roll-up metrics per territory based on CRM data
- Overlay 50,000+ US Census demographic layers

**EMBED MAPS**
- Add live maps to websites, portals, or dashboards; send by email
- Personalize portal maps per logged-in user with custom buttons & forms

**NO-CODE AUTOMATION**
- Execute actions by button, schedule, or automatically — no code
- Create/update records, send email/SMS, call external APIs
- Search by custom criteria including driving distance/time, then execute actions

Mapsly: Map, Routing, Field Sales & Service

Simplify your sales process by integrating CallHippo with Pipedrive, now enhanced with AI capabilities. CallHippo, a leading cloud-based business phone system, enables you to handle calls, 
track leads, and automate follow-ups seamlessly within your Pipedrive dashboard. Utilizing a cloud-based business phone system ensures that your communication is seamless and accessible from anywhere, bringing your sales data together in one place. you’ll boost productivity and close deals faster, with less hassle.

- **Centralized Communication:** Calls are automatically logged and organized in Pipedrive, ensuring no key interactions are missed.

- **Improved Lead Management:** Access call recordings and notes within Pipedrive for a comprehensive view of each lead, enhancing relationship nurturing.

- **AI-Powered Automation:** Trigger AI-driven workflows based on call outcomes, like follow-up emails or deal stage updates, keeping your sales pipeline efficient.

- **AI-Powered Insights:** Real-time AI analytics on call activities help you make data-driven decisions and refine your sales strategy.

***Note: New users get to explore CallHippo for free!***

Once you integrate CallHippo & Pipedrive, you will receive a coupon code to avail our exclusive benefits. Sign up and start exploring today!

- 1 phone number free
- 200 minutes of free calling
- Free for 10 users

CallHippo

Streamline communication between sales reps and clients with the ClickSend SMS extension. Provide updates, answer questions and resolve issues via SMS, all within the Pipedrive platform.

**You can:**

- Start one-on-one SMS conversations directly from Pipedrive and receive instant notifications when clients respond, ensuring you never miss a message. You’ll be notified when your customers respond so you never miss a message.&nbsp;

- All text conversations are stored with the relevant contacts automatically. This helps sales teams easily reference previous chats to move leads closer to becoming deals.&nbsp;
Set up and store SMS templates that are personalised with customer names and details. Send your templates directly from either Contacts or Deals in Pipedrive to speed up your workflow.&nbsp;

- Send SMS with confidence, wherever your customers are. Your vital business messages will be received on time, every time —&nbsp; thanks to our global, direct routes. And we can back it up with a 100% uptime SLA guarantee. So install the ClickSend SMS extension in your Pipedrive account and start sending SMS via Pipedrive today.

ClickSend SMS

*This sync is provided by [Outfunnel](https://www.pipedrive.com/en/marketplace/app/outfunnel/15695413b4ecd969) - the data connection platform designed for sales and marketing teams.*

Outfunnel's Pipedrive to Monday.com no-code connection provides a seamless contact sync that can be set up in minutes.

**Automatic and seamless contact sync**
- Sync all contacts or a subset of contacts bi-directionally between Pipedrive and Monday.com
- Built-in deduplication logic
- Easy to monitor sync progress and keep an eye on any issues.

**Powerful field mapping**
- Map all popular field types, including custom fields
- Support for contact, organization and deal fields

**Popular use cases**
- Trigger automations in either app based on events or field changes
- Keep contact data clean and consistent across tools
- Prevent marketing to unsubscribed or opted-out contacts

Try free for 14 days.

Qualify my leads

Monday.com 2-Way Sync

VeloConnect is a multi-channel communication solution that integrates directly into Pipedrive, allowing users to send and manage messages without leaving the CRM.

After installation, VeloPlatform appears as an embedded interface across Deals, Contacts, Organizations, and other supported sections. This enables users to communicate with leads and customers directly within their existing workflow.

Users can send messages through multiple channels including WhatsApp, Viber, SMS from a single interface. Contact details such as phone numbers are automatically populated, reducing manual work and minimizing errors.

All communication is fully synchronized with Pipedrive:

- Sent messages are automatically logged in the Activities timeline of each contact
- Scheduled messages appear in the Focus (upcoming) section
- Once delivered, messages are moved to the Activities history for full visibility

VeloConnect also supports bulk messaging from Contacts and Organizations, allowing teams to reach multiple recipients simultaneously.

By centralizing communication and automating tracking, VeloConnect helps sales and support teams improve efficiency, maintain a complete communication history, and engage customers faster across preferred channels.

Velo Connect for Pipedrive

**Rasayel** helps your sales team qualify, nurture, and communicate with leads directly over WhatsApp. Since you already use Pipedrive to drive revenue, Rasayel amplifies those efforts by making WhatsApp communication seamless. 

**Rasayel & Pipedrive** → Sign up for Rasayel, connect your WhatsApp number, and install the integration. Instantly start chatting with your leads in WhatsApp!!

### Activity Logging
Rasayel automatically logs WhatsApp conversations into your Pipedrive leads and deals. Get full visibility of your team's WhatsApp interactions directly within Pipedrive.

### Activity Reports
Track your team's WhatsApp performance. Easily generate reports to see metrics like the number of messages sent by each team member within a chosen time period.

### View Pipedrive Lead or Deal information in WhatsApp
Rasayel's shared team inbox displays your Pipedrive leads and deals alongside WhatsApp conversations.  No more switching tabs – get vital lead context instantly.

## Why Rasayel + Pipedrive?

* “Practically 90% of our deals are closed on WhatsApp thanks to Rasayel.” - Enrique, Medesk
* “The most valuable...benefit of Rasayel is how much we can automate” - Saad ElMobarak, CTO - Qoyod.com
* “Rasayel helped us manage and track our sales from one app. Great mobile app, great support team!” - Arsen, CEO - Smile Turkey

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