Source: Chatarmin Youtube
Costs: This is how much Chatarmin's WhatsApp Pipedrive integration costs
Chatarmin's WhatsApp Pipedrive integration is included in the Chatarmin "Smarter" package. This means that you can use everything you read in this blog at the following conditions:
- €1,500.00 initial setup fee
- €199.00 monthly fixed costs
- €20.00/1,000 contacts/month (single optins & double optins)
- excluding monthly WhatsApp Business Platform costs
- €25.00 flat-rate cost price
- Costs according to the official META WhatsApp Business cost catalog
Here you can create your own WhatsApp financial plan to calculate your budget:
Source: Chatarmin
IMPORTANT: The cost difference to other WhatsApp marketing tools is that Chatarmin does not charge any surcharges on the conversational costs of the WhatsApp business platform, and does not charge any additional costs for additional sales staff.
Use cases of the Chatarmin Pipedrive WhatsApp integration
Pipedrive is usually used to
- Create, synchronize or import leads in the database
- Target leads and convert them into deals as soon as the potential customer signals an interest in buying
- Drive deals in the sales funnel
- Close deals ("won") or lose them ("lost")
The usual communication channels used are email, SMS & phone calls, as well as social media platforms such as LinkedIn & Co. These have the problem of a lack of personal contact and the absence of data analysis and documentation.
WhatsApp is also used, but companies that do not use GDPR-compliant WhatsApp are threatened with fines. The only way to scale structural sales in a meaningful way is Chatarmin's WhatsApp-Pipedrive integration.
"WhatsApp has hardly been used in sales to date because it was not compatible with compliance guidelines. We solve this problem. Companies can now authorize their sales force to use WhatsApp. And without losing valuable information, customer databases, data, transparency and documentation options in structural sales, as has been the case to date." - Johannes Mansbart, Chatarmin founder
Let our WhatsApp experts advise you on our Pipedrive WhatsApp integration here:
Source: Chatarmin
WhatsApp synchronization of your Pipedrive lead database
Who hasn't experienced it? The problem of dealing with non-synchronized notes, tables and lists from Excel or Word without synchronizing them with your CRM. This not only creates data and communication chaos for the sales employee, but also for managers and team leads.
Yet every sales pipeline looks the same:
- a lead is created (via CSV import, synchronization or manual creation)
- the lead becomes a deal
- the pipeline is divided into the respective deal stages such as "discovery", "demo", "proposal", "won" or "lost"
The goal must be that this deal status is always synchronized decentrally between Pipedrive and other communication channels.
Here you can see how you can easily adapt the "deal stage" of your deal on the phone in a mobile-optimized way manually (or through individual WhatsApp automations) in Chatarmin's WhatsApp-Pipedrive integration:
Source: Chatarmin
Here you can see how the deal stage updates after the edits in the Chatarmin profile:
Source: Chatarmin
The goal is that both manual workflows such as
- Update deal stage
- Add participants to the lead or deal
- Enrich WhatsApp actions in the lead or deal
synchronize between Chatarmin and our Pipedrive-WhatsApp integration, but also automated workflows like:
- Offer sending
- Offer acceptance
- Mass mailing campaigns with other Pipedrive integrations and apps
- Other webhooks from the Pipedrive API
communicate live between Chatarmin and Pipedrive in such a way that there is always complete congruence in the lead and deal profiles and activities at 1-15 minute intervals.
Synchronizing lead and deal activity
One of Pipedrive's goals is to synchronize and document all touchpoints with leads and deals. This can be done automatically via GMail integration, for example. However, sales reps often have to enter touchpoints manually as these cannot be synchronized automatically.
This is the case with SMS, LinkedIn messages or even transcripts of calls or video conferences. Laborious manual processes are not scalable, cannot be analyzed properly and cannot be easily standardized for the entire team.
The WhatsApp Pipedrive integration automatically synchronizes the WhatsApp communication of your sales employees with the specific individual leads or deals.
- Send your WhatsApp message to the lead or deal
- Find every WhatsApp chat (24-hour time window) as a "WhatsApp action" in the lead or deal documentation
This allows you to scale your structural sales without worrying about ignoring valuable WhatsApp touchpoints. Your company can also use WhatsApp in compliance with GDPR. You have centralized power over all data and analytics, and your sales reps can interact with their leads and deals in a decentralized way and manage them as personally as possible.
"Chatarmin's Pipedrive-WhatsApp integration is an absolute game changer for large companies with structured sales due to compliance alone." - Bert Heiner, founder and CEO of the digital agency "Allroundig"
You can also automatically synchronize the lead and deal status between Pipedrive and Chatarmin so that both systems interact and update with each other without creating a one-way street and scaleability bottlenecks.
Source: Chatarmin
Synchronizing the deal status
A sales funnel usually has several "deal stages", i.e. status quos of the deals in the pipeline of your sales organization.
Source: Chatarmin
Depending on which "deal stages" you have configured in your Pipedrive, you can synchronize them directly with your Chatarmin WhatsApp CRM.
These deal stages are usually, depending on the length and complexity of your funnel, these:
- Discovery
- demo
- Workshop/Demo
- Budget and timeline meeting
- Proposal submission
- Offer acceptance ("Deal won") or rejection ("Deal lost")
We'll give you an example of how to synchronize the status of your deal between Pipedrive and Chatarmin's Pipedrive-WhatsApp integration:
Deal is escalated from "Discovery" to "Proposal":
Source: Chatarmin
**In Chatarmin, the segment and/or tag of the deal will change from "Discovery" to "Proposal":
Source: Chatarmin
The documentation is retained, but the tag is overwritten and/or replaced with "Ex-Discovery". As a best practice, we recommend dynamic segments in Chatarmin here, as tagging can become "messy". However, both are possible and we will be happy to advise you on implementation:
Synchronize the WhatsApp communication of your sales team
If you introduce WhatsApp as a scalable and GDPR-compliant communication channel throughout your sales organization, you will not only want to document deal stages and activities. No, you will also want the correspondence between your sales employees and customers to be recorded and documented for analysis.
This is what a chat between your sales representative and a deal can look like:
.
Source: Chatarmin
The following field is then automatically added in Pipedrive as a "WhatsApp action" in the deal
Source: Chatarmin
BONUS: GDPR compliance of Chatarmin's WhatsApp-Pipedrive integration
Chatarmin gives companies the opportunity to use GDPR-compliant WhatsApp.
Businesses using WhatsApp need to ensure they are GDPR compliant to protect their customers' personal data. Whether you use the WhatsApp Business app or the WhatsApp Business Platform (formerly: API), you should ensure that you obtain appropriate consent, handle data responsibly and provide easy ways to opt-out.
It is important that companies understand their obligations under the GDPR and work to maintain compliance on WhatsApp.
By doing so, you can build trust with your customers, protect their personal data and uphold privacy principles in the digital age.
Chatarmin enables you to use WhatsApp in a GDPR-compliant way.
But remember, this article provides insights into GDPR compliance on WhatsApp, but is not a substitute for legal advice. For full information on your legal obligations under the GDPR, you should consult the official GDPR website of the European Commission.
Find out more about GDPR-compliant WhatsApp use as a business.
BONUS: Market comparison: Pipedrive WhatsApp alternatives
As a B2B software buyer, you want to compare several providers for WhatsApp marketing software. Did you know that apart from Chatarmin, no other WhatsApp software in the world offers a Pipedrive-WhatsApp integration? This means:
- Seamless connection between Pipedrive and WhatsApp for effortless communication.
- Automated updates to your Pipedrive contacts directly via WhatsApp.
- Efficient management of sales opportunities and customer interactions without the hassle of back-and-forth between platforms.
- No use of error-prone and limited "plug & play" solutions such as "Zapier"
Book your WhatsApp Pipedrive consultation with our team:
