Conversation
The lead chats naturally on WhatsApp.
Pipedrive and WhatsApp Business
Send qualified leads from WhatsApp Business to Pipedrive.
Whatsplaid turns natural conversations on WhatsApp into organized contacts and deals for Pipedrive, with data collected and qualified by the agent during support.
Business destination
Conversation source
Connected flow
Automatic opportunities
01
Lead conversationThe customer initiates the service via WhatsApp.
input02
Collected dataThe agent captures contact information, interest, and qualification.
lead03
Pipedrive updatedThe team receives the contact with business context.
CRMQualification
The agent identifies interest and priority.
CRM
Pipedrive receives the structured data.
Sale
The team follows up with context.
Integration scope
What this connection does and what its limits are.
See how data flows, which requirements apply, and what depends on the configuration you choose.
Direct connection to Pipedrive
The published flow is a send to Pipedrive and does not announce any CRM data query.
Sends the captured lead data according to the fields configured in the integration.
Whatsplaid → Pipedrive.
The submission occurs after the capture and qualification configured in Whatsplaid.
Pipedrive account authorized, capture configured, and required data mapped.
Availability according to the Whatsplaid plan and the terms of the Pipedrive account.
Fields, funnel stages, owner, duplicates, and CRM data sync need to be confirmed in the project.
Step by step
How to enable the Pipedrive integration.
The connection allows leads captured on WhatsApp to reach Pipedrive with richer business 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
Set in ADMIN which data should be collected, such as name, phone, e-mail, 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 submission
Simulate a conversation, validate the captured data, and check how the contact appears in Pipedrive.
STEP 05Enable the operation
With everything validated, the new leads captured are sent to the CRM according to the configured flow.
What connects
Pipedrive receives leads that are ready for the sales team to sell to.
The integration organizes what was discovered in the conversation so the sales rep can enter the interaction knowing who the lead is, what they want, and what next step makes sense.
Lead basic information
Name, phone, email and other information collected during the conversation may be sent to Pipedrive.
Opportunity with context
Product, service, pain point, urgency, and purchase intent help the team prioritize follow-up.
Commercial mapping
Configured responses in Whatsplaid can populate fields and useful information in the sales process.
Less manual work
The seller doesn’t need to copy data from WhatsApp into the CRM or restart the conversation without context.
After connection
Conversations become trackable opportunities.
Whatsplaid does not replace Pipedrive. It captures and structures WhatsApp data so the sales pipeline receives clearer, more actionable leads.
Lead coming from WhatsAppThe team identifies that the contact was captured by Whatsplaid.
Data ready for follow-upInterest, replies, and tags help clarify priority and the next action.
Structured commercial informationThe capture made by the agent reduces incomplete data and conversations without history.
Faster, contextual contactThe salesperson continues the conversation clearly based on what the lead has already communicated.
Common questions about Pipedrive and Whatsplaid.
What does the integration send to Pipedrive?
It sends data collected during the conversation, such as name, phone number, email, qualification answers, tags, interest, and the lead's business context.
Does the lead need to fill out a form?
No. Whatsplaid collects the data during a natural conversation on WhatsApp, using questions configured in the 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.
Help create more comprehensive opportunities?
Yes. The goal is to deliver to the sales team contacts with context, intent, responses and data that help with follow-up.
Does this integration replace Pipedrive?
No. Whatsplaid captures and qualifies leads on WhatsApp. Pipedrive remains the CRM for pipeline, tasks, deals and commercial management.
CRM and Sales
Enable integration
Connect WhatsApp Business leads to Pipedrive.
Automatically capture, qualify, and forward Whatsplaid contacts so your sales team can act with more context.