Conversation
The lead speaks naturally on WhatsApp.
Pipedrive Integration
Send qualified WhatsApp leads to Pipedrive.
Whatsplaid transforms natural WhatsApp conversations into organized contacts and opportunities for Pipedrive, with data collected and qualified by the agent during the service.
Commercial destination
Conversation origin
Connected flow
Automatic opportunities
01
Lead conversationThe customer initiates service via WhatsApp.
entry02
Collected dataThe agent captures contact, interest, and qualification.
lead03
Pipedrive updatedThe team receives the contact with commercial context.
CRMQualification
The agent identifies interest and priority.
CRM
The Pipedrive receives the structured data.
Sale
The team follows up with context.
Step by step
How to activate the integration with Pipedrive.
The connection allows leads captured on WhatsApp to reach Pipedrive with more complete commercial data, reducing manual typing and loss of context.
STEP 01Connect Pipedrive
In the Whatsplaid dashboard, go to Integrations and authorize the connection with your Pipedrive account.
STEP 02Configure the agent's questions
Define in ADMIN which data should be collected, such as name, phone, email, product of interest, budget, deadline, and profile.
STEP 03Organize fields and tags
Use responses, tags, and custom fields to send leads to Pipedrive with useful information for pipeline and follow-up.
STEP 04Test the sending
Simulate a conversation, validate the captured data, and check how the contact appears in Pipedrive.
STEP 05Activate the operation
With everything validated, the new leads captured by Whatsplaid will start arriving automatically in the CRM.
What connects
The Pipedrive receives leads ready for the team to sell.
The integration organizes what was discovered in the conversation so that the salesperson enters the service knowing who the lead is, what they want, and what the next step makes sense.
Basic lead data
Name, phone, email, and other information collected during the conversation can be sent to Pipedrive.
Opportunity with context
Product, service, pain, urgency, and purchase intention help the team prioritize follow-up.
Commercial mapping
Responses configured in Whatsplaid can feed useful fields and information in the sales process.
Less manual work
The salesperson doesn't need to copy data from WhatsApp to the CRM or restart the conversation without context.
After connection
Conversations turn into trackable opportunities.
The Whatsplaid does not replace Pipedrive. It captures and structures WhatsApp data so that the sales pipeline receives clearer and actionable leads.
Lead coming from WhatsAppThe team identifies that the contact was captured by Whatsplaid.
Data ready for follow-upInterest, responses, and tags help understand priority and next action.
Structured sales informationThe capture made by the agent reduces incomplete data and conversations without history.
Faster and contextual contactThe salesperson continues the conversation with clarity about what the lead has already provided.
Common questions about Pipedrive and Whatsplaid.
What does the integration send to Pipedrive?
It sends data collected during the conversation, such as name, phone, email, qualification responses, tags, interest, and the lead's commercial context.
Does the lead need to fill out a form?
No. Whatsplaid collects data during a natural conversation on WhatsApp, with questions configured in ADMIN.
Can I send custom fields?
Yes. The integration can work with configured fields and responses so that Pipedrive receives data aligned with the sales process.
Does it help create more complete opportunities?
Yes. The goal is to deliver the sales team contacts with context, intent, responses, and data that assist in follow-up.
Does this integration replace Pipedrive?
No. Whatsplaid captures and qualifies leads on WhatsApp. Pipedrive remains the CRM for pipeline, tasks, deals, and sales management.
CRM and Sales
Activate integration
Connect WhatsApp leads to Pipedrive.
Automatically capture, qualify, and send Whatsplaid contacts so your sales team can act with more context.