Integrationen / Pipedrive

WhatsApp Pipedrive integration: Installation and setup

BLog Header Image
Pipedrive Integration Logo

Pipedrive

☝️ The most important facts in brief

  • Pipedrive WhatsApp Integration: Chatarmin offers the first comprehensive Pipedrive-WhatsApp integration, enhancing sales processes by addressing inefficiencies in traditional communication channels. WhatsApp’s immediacy helps ensure messages are seen, read, and responded to quickly.
  • The integration of Pipedrive and WhatsApp via Chatarmin is GDPR-compliant. It offers you, as a company, the security of compliance and documentation of your customers' data security.
  • Leads are synchronized across all sales channels, so that sales processes can be adapted to customer requirements and customer satisfaction can be optimized.
  • WhatsApp supports faster transmission of messages. Pipedrive, on the other hand, ensures that customers who want to stick to their regular e-mail can do so. An improvement in customer communication has been achieved through the segmented approach.
  • Increased engagement and reduced no-shows, such as abandoned shopping carts, are the result of integrating Pipedrive and WhatsApp with traditional email.

Pipedrive can help your business shorten sales cycles and reduce the workload for your sales team. Where multiple follow-up emails used to be necessary, the combination of WhatsApp and Pipedrive enables a brief message via the messenger app to lead to a quicker deal closure.

Why Should You Integrate Pipedrive with Messaging Apps Like WhatsApp?

Do the traditional ways of answering customer inquiries, staying in touch, or increasing purchases in your shop feel too slow?

Integrating WhatsApp with Pipedrive helps streamline these processes and makes contacting specific accounts more efficient. WhatsApp messages can be read at any time, have higher open rates, and receive quicker responses than traditional emails used for reminders or special offers.

Using Pipedrive and WhatsApp puts your customers’ stored phone numbers at the forefront of fast communication:

  • verify which customers take a long time to respond or place an order

  • switch them from email to WhatsApp messages as the main communication channel to unlock potential

  • discover which users benefit from both communication methods in their dealings with your company

  • activate your customer’s phone number to increase reach and simplify your sales team’s workflow

The problem in sales processes isn’t the lack of good processes or CRM solutions. The problem in most sales pipelines is that current communication methods are inefficient, ineffective, and slow. Emails go unopened or are answered late. That’s not an issue with WhatsApp.

Differences between Email Marketing and WhatsApp Marketing.

Comparison between Email and WhatsApp, source: Chatarmin

Why Do Companies Use Chatarmin’s Pipedrive WhatsApp Integration?

Chatarmin is the first WhatsApp marketing software in the world to offer a comprehensive Pipedrive-WhatsApp integration:

  • So your leads respond.
  • So you avoid no-shows.
  • So your offer is seen, read, and clicked.
  • So your sales become more efficient and effective. So you generate more revenue.

Chatarmin offers one of the world’s only seamless integrations between WhatsApp and Pipedrive. This solution enables businesses to manage customer communication efficiently by syncing, documenting, and analyzing all WhatsApp messages.

Use cases include automatically syncing WhatsApp messages with Pipedrive, documenting customer conversations, and attributing leads. This way, every interaction is trackable and can be used to optimize sales and customer service.

Another key advantage is GDPR compliance. Chatarmin ensures that all WhatsApp data is processed in accordance with European data protection regulations, giving businesses peace of mind regarding legal compliance.

The cost of the WhatsApp-Pipedrive integration via Chatarmin depends on the chosen support model. In addition to the technical setup, ongoing support and optimization services are included to ensure smooth usage. Businesses receive personalized service tailored to their specific needs.

WhatsApp Sales for Pipedrive WhatsApp integration, powered by Chatarmin.

Source: Pipedrive

Pipedrive WhatsApp Integration by Chatarmin. Sales via WhatsApp. Source: Pipedrive

Chatarmin customers choose our Pipedrive-WhatsApp integration for these reasons:

  • Clear and simple solution to a relevant problem
  • Trust and rapport with our team of WhatsApp experts
  • Fair pricing and a predictable budget
  • 100% synchronization of sales activities with Pipedrive as your sales CRM

TIP: If you have questions about the general functionality of a WhatsApp CRM, we recommend this video:

Loom Video Thumbnail

Source: Chatarmin YouTube

Source: Chatarmin YouTube

Use Cases of the Chatarmin Pipedrive WhatsApp Integration

Pipedrive is typically used to:

  • Create, sync, or import leads into the database
  • Qualify leads and convert them into deals once the potential customer signals purchase interest
  • Move deals through the sales funnel
  • Close deals ("won") or mark them as lost ("lost")

Common communication channels include email, SMS, calls, and social media platforms like LinkedIn. These often lack personal engagement and proper evaluation and documentation.

Although WhatsApp is already used in some cases, companies risk penalties if they don’t use GDPR-compliant WhatsApp. The only way to scale structured sales properly is through Chatarmin’s WhatsApp-Pipedrive integration.

“WhatsApp has barely been used in sales due to compliance issues. We solve this problem. Now, companies can empower their sales teams to use WhatsApp without sacrificing valuable data, customer records, transparency, or documentation capabilities in structured sales.” – Johannes Mansbart, Chatarmin Founder

Feel free to get advice from our WhatsApp experts about our Pipedrive WhatsApp integration here:

Source: Chatarmin

WhatsApp Sync of Your Pipedrive Lead Database

Everyone knows the issue: working with unsynced notes, Excel spreadsheets, or Word lists that aren't integrated into your CRM. This creates data and communication chaos for sales reps—and their managers.

Every sales pipeline usually looks like this:

  1. A lead is created (via CSV import, sync, or manually)
  2. The lead becomes a deal
  3. The pipeline is divided into deal stages like “discovery,” “demo,” “proposal,” “won,” or “lost”

The goal should be to sync deal status between Pipedrive and other communication tools at all times.

Here you can see how you can update your deal stage directly on your phone—manually or through WhatsApp automations—using Chatarmin’s WhatsApp-Pipedrive integration:

Pipedrive WhatsApp Integration Lead Sync by Chatarmin.

Source: Chatarmin

Here you can see how the deal stage updates in Chatarmin after edits:

Pipedrive WhatsApp Integration by Chatarmin WhatsApp Software.

Source: Chatarmin

The aim is to sync both manual workflows like:

  • Updating deal stages
  • Adding participants to a lead or deal
  • Enriching leads or deals with WhatsApp actions

and automated workflows like:

  • Sending offers
  • Accepting offers
  • Mass mailing campaigns with other Pipedrive integrations and apps
  • Webhooks from the Pipedrive API

so that every 1–15 minutes, lead and deal data remain in sync across Chatarmin and Pipedrive.

Syncing Lead and Deal Activity

One of Pipedrive’s goals is to track and document all touchpoints with leads and deals. While this can be automated via GMail integration, sales reps often need to manually log interactions such as SMS, LinkedIn messages, or call transcripts. These processes are tedious, not scalable, and difficult to standardize.

The WhatsApp-Pipedrive integration syncs your sales reps' WhatsApp communication automatically with the respective lead or deal.

  • Send your WhatsApp message to the lead or deal
  • Find each WhatsApp chat (24-hour window) documented as a “WhatsApp action” in the lead or deal record

Now you can scale structured sales without ignoring valuable WhatsApp touchpoints. Plus, your company can use WhatsApp in a GDPR-compliant way. You have full control over your data and analytics, and your sales team can work independently and provide highly personalized support.

“Chatarmin’s Pipedrive WhatsApp Integration is a game-changer for large enterprises with structured sales—compliance alone makes it worth it.” – Bert Heiner, founder and CEO of digital agency “Allroundig”

You can also automate syncing of lead and deal statuses between Pipedrive and Chatarmin, so both systems update without one-way bottlenecks.

Automated mobile lead stage sync from WhatsApp.

Source: Chatarmin

Syncing Deal Status

A typical sales funnel includes several deal stages—milestones in your organization’s sales pipeline.

Deal status sync from Chatarmin’s Pipedrive WhatsApp integration.

Source: Chatarmin

Depending on how you configure your Pipedrive deal stages, you can sync them with your Chatarmin WhatsApp CRM.

Typical stages, depending on your funnel’s length and complexity:

  • Discovery
  • Demo
  • Workshop/Demo
  • Budget & Timeline Discussion
  • Proposal
  • Proposal Accepted (“Deal won”) or Declined (“Deal lost”)

Here’s an example of syncing deal status between Pipedrive and Chatarmin’s WhatsApp-Pipedrive integration:

Deal escalates from “Discovery” to “Proposal”:

Automated deal stage sync with Pipedrive WhatsApp Integration.

Source: Chatarmin

In Chatarmin, the segment and/or tag changes from “Discovery” to “Proposal”:

Chatarmin WhatsApp CRM updates Pipedrive deal status automatically.

Source: Chatarmin

The documentation remains intact; the tag is overwritten or replaced with “Ex-Discovery.” We recommend dynamic segments in Chatarmin to avoid “messy” tagging. Both are possible—we’re happy to advise you.

Syncing WhatsApp Communication from Your Sales Team

If you roll out WhatsApp as a scalable and GDPR-compliant communication channel across your sales organization, you’ll want to track more than just deal stages and activities—you’ll want documented, analyzable conversations between reps and clients.

Example of a WhatsApp chat between a rep and a deal:

Chatarmin's Pipedrive WhatsApp Integration empowers sales reps to chat directly.

Source: Chatarmin

This is then logged in Pipedrive as a “WhatsApp action” on the deal:

Sync Pipedrive tags with Chatarmin tags via WhatsApp-Pipedrive Integration.

Source: Chatarmin

BONUS: GDPR Compliance of Chatarmin’s WhatsApp-Pipedrive Integration

Chatarmin enables businesses to use WhatsApp in a GDPR-compliant way.

Businesses using WhatsApp must ensure GDPR compliance to protect customers' personal data. Whether using the WhatsApp Business app or the WhatsApp Business Platform (formerly API), you must obtain consent, handle data responsibly, and offer opt-out options.

It’s vital that companies understand their GDPR obligations and work toward maintaining compliance on WhatsApp.

Discussing if the WhatsApp Business API is GDPR-compliant or not

Chatarmin enables GDPR-compliant WhatsApp usage.

This way, you can build customer trust, protect personal data, and uphold digital privacy standards.

Note: This article provides insights on GDPR compliance for WhatsApp, but is not legal advice. For complete legal obligations, consult the official GDPR website of the European Commission.

More info on GDPR-compliant WhatsApp use.

Chatarmin as Your Partner for Pipedrive–WhatsApp Integration

  • Seamless connection between Pipedrive and WhatsApp for effortless, efficient customer communication—with Chatarmin and no complex setup
  • Automated updates to your Pipedrive contacts directly via WhatsApp, keeping you informed about every interaction
  • Efficient opportunity management without switching platforms—Chatarmin syncs WhatsApp chats with Pipedrive in real time
  • No error-prone plug & play tools like Zapier—Chatarmin offers a stable, scalable, GDPR-compliant solution built for WhatsApp-Pipedrive integration
  • Book a consultation with our team for your WhatsApp-Pipedrive setup
Check out our other WhatsApp Integrations:

Book your appointment for a WhatsApp-Pipedrive consultation with our team:

Book a slot