Source: Chatarmin Youtube
Source: Chatarmin Youtube
Use cases of the Chatarmin Pipedrive WhatsApp integration
Pipedrive is usually used to
- to create, synchronize or import leads in the database
- to target leads and convert them into deals as soon as the potential customer signals interest in buying
- to advance deals in the sales funnel
- to close deals (“won”) or lose them (“lost”)
The usual communication channels are email, text message and phone call, as well as social media platforms such as LinkedIn and others. These have the problem of a lack of personalization and the lack of evaluation and documentation of the data.
WhatsApp is also used, but companies that do not use GDPR-compliant WhatsApp risk fines. The only way to scale multi-level marketing in a meaningful way is Chatarmins WhatsApp-Pipedrive integration.
“WhatsApp has hardly been used in sales to date because it was not compatible with compliance guidelines. We are solving this problem. This allows companies to authorize their sales to WhatsApp. And without losing valuable information, customer databases, data, transparency and documentation options in structured sales, as has been the case to date.” - Johannes Mansbart, Chatarmin founder
Our WhatsApp experts will be happy to advise you on our Pipedrive WhatsApp integration:
Source: Chatarmin
WhatsApp synchronization of your Pipedrive lead database
Who hasn't experienced it? The problem of working with non-synchronized notes, spreadsheets and lists from Excel or Word without synchronizing them with your CRM. This not only creates a data and communication chaos for sales employees, but also for managers and team leads.
And 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 between Pipedrive and other communication channels in a decentralized manner.
Here you can see how you can easily adapt the “deal stage” of your deal to the mobile-optimized version of Chatarmins WhatsApp Pipedrive integration on the phone (or even through individual WhatsApp automations):
Source: Chatarmin
Here you can see how the deal stage updates after the edits in the Chatarmin profile:
Source: Chatarmin
The goal is to synchronize both manual workflows such as
- Update deal stage
- Add participants to lead or deal
- Enrich WhatsApp actions in lead or deal
between Chatarmin and our Pipedrive WhatsApp integration, but also to synchronize automated workflows such as:
- Offer sending
- Offer acceptance
- Mass mailing campaigns with other Pipedrive integrations and apps
- Other webhooks from the Pipedrive API
live between Chatarmin and Pipedrive so that complete congruence in the lead and deal profiles and activities is always given in intervals of 1-15 minutes.
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 because they cannot be synchronized automatically. This is the case with SMS, LinkedIn messages, or even transcripts of calls or video conferences. Tedious manual processes are not scalable, cannot be analyzed properly, and are also not easy to standardize for the entire team.
The WhatsApp-Pipedrive integration automatically synchronizes your sales team's WhatsApp communication with 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 way, you can scale your multi-level marketing without worrying about ignoring valuable WhatsApp touchpoints. Furthermore, your company can use WhatsApp in a GDPR-compliant manner. You have central control over all data and analytics, and your salespeople can interact with their leads and deals in a decentralized manner, thus providing them with the most personalized support possible.
“Chatarmins Pipedrive-WhatsApp integration is an absolute game changer for large companies with a structured sales organization, if only for compliance reasons.” - Bert Heiner, founder and managing director 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 scalability bottlenecks.
Source: Chatarmin
Synchronizing the deal status
A sales funnel usually has several “deal stages”, i.e. status quo 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 discussion
- Offer submission
- Offer acceptance (“Deal won”) or rejection (“Deal lost”)
We'll give you an example of how you can synchronize the status of your deal between Pipedrive and Chatarmins Pipedrive-WhatsApp integration:
Deal is escalated from “Discovery” to “Proposal”:
Source: Chatarmin
**In Chatarmin, the segment and/or the day of the deal changes 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 using dynamic segments in Chatarmin, as tagging can become messy. However, both are possible, and we are happy to advise you on how to implement them:
Synchronizing your sales team's WhatsApp communication
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 to know that the correspondence between your sales employees and customers is recorded and documented in a way that can be evaluated.
This is what a chat between your sales representative and a deal might look like:
Source: Chatarmin
The following field is then automatically added to Pipedrive as a “WhatsApp action” in the deal
Source: Chatarmin
BONUS: GDPR compliance of Chatarmin's WhatsApp Pipedrive integration
Chatarmin gives companies the ability to use GDPR-compliant WhatsApp.
Organizations using WhatsApp must ensure that 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 opt-out options.
It is important that organizations understand their obligations under the GDPR and work to maintain compliance on WhatsApp.
Chatarmin enables you to use WhatsApp in a GDPR-compliant way.
This way, you can strengthen your customers' trust, protect their personal data, and maintain data protection principles in the digital age.
But please remember that this article provides insights into GDPR compliance on WhatsApp, but does not replace legal advice. To get full information about your legal obligations under the GDPR, you should consult the official GDPR website of the European Commission.
You can find out more about GDPR-compliant WhatsApp usage as a business here.
BONUS: Market comparison: Pipedrive WhatsApp alternatives
As a B2B software buyer, you want to compare multiple providers of WhatsApp marketing software. Did you know that, except for 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 of your Pipedrive contacts directly via WhatsApp.
- Efficient management of sales opportunities and customer interactions without the hassle of switching between platforms.
- No use of error-prone and limited “plug & play” solutions such as “Zapier”
Check out our other WhatsApp integrations:Book your appointment for a WhatsApp-Pipedrive consultation with our team:
