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Connect WhatsApp Business to Pipedrive

Build an AI agent that works across WhatsApp Business and Pipedrive, on a schedule or when you click Run.

4 source actions
24 target actions
Reverse direction supported
Start buildingHave us set it up (A$490)Browse WhatsApp Business integrations

Why Connect WhatsApp Business & Pipedrive?

Read what you need from WhatsApp Business

Your agent uses WhatsApp Business's documented actions to pull the records it needs, each time it runs.

Run a Pipedrive action

Then it uses one of 24 documented actions, such as Add Activity, Add Deal, Add Labels.

Test it, then put it on a schedule

Run it once on your own data and check the result. Then set it to run daily, on weekdays or weekly.

Available Triggers & Actions

WhatsApp Business logo

WhatsApp Business

Triggers (1)

New Message Sent

Emit new event when a new message is sent or received. A Webhook subscribed to field "messages" must be set up from the App Dashboard of your Facebook Developer Account. See documentation for more information about Webhook setup.

webhook

Actions (4)

List Message Templates

Lists message templates. See the docs.

Send Text Message

Sends a text message. See the docs.

Send Text Using Template

Send a text message using a pre-defined template. Variables can be sent only as text. See the docs.

Send Voice Message

Sends a voice message. See the documentation

Pipedrive logo

Pipedrive

Triggers (6)

Deal Updated (Instant)

Emit new event when a deal is updated.

webhook
Lead Updated (Instant)

Emit new event when a lead is updated.

webhook
New Deal (Instant)

Emit new event when a new deal is created.

webhook
New Event (Instant)

Emit new event when a new webhook event is received. See the documentation

webhook
New Person (Instant)

Emit new event when a new person is created.

webhook
Person Updated (Instant)

Emit new event when a person is updated.

webhook

Actions (24)

Add Activity

Adds a new activity. Includes more_activities_scheduled_in_context property in response's additional_data which indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data). See the Pipedrive API docs for Activities here. For info on adding an activity in Pipedrive

Add Deal

Adds a new deal. See the Pipedrive API docs for Deals here

Add Labels

Adds labels to a lead, person, deal, or organization in Pipedrive. See the documentation

Add Lead

Create a new lead in Pipedrive. See the documentation

Add Note

Adds a new note. For info on adding an note in Pipedrive

Add Organization

Adds a new organization. See the Pipedrive API docs for Organizations here

Add Person

Adds a new person. See the Pipedrive API docs for People here

Get All Leads

Get all leads from Pipedrive. See the documentation

Get Deal

Get a deal by its ID. See the documentation

Get Lead by ID

Get a lead by its ID. See the documentation

Get person details

Get details of a person by their ID. See the documentation

List Deals

List deals in your Pipedrive account. See the documentation

List Lead Label IDs Options

Retrieves available options for the Lead Label IDs field.

List Organization Label IDs Options

Retrieves available options for the Organization Label IDs field.

List Person Label IDs Options

Retrieves available options for the Person Label IDs field.

List User ID Options

Retrieves available options for the User ID field.

Merge Deals

Merge two deals in Pipedrive. See the documentation

Merge Persons

Merge two persons in Pipedrive. See the documentation

Remove Duplicate Notes

Remove duplicate notes from an object in Pipedrive. See the documentation for getting notes and deleting notes

Remove Labels

Removes one or more specific labels from a lead, person, deal, or organization in Pipedrive, leaving all other labels intact. See the documentation

Search Leads

Search for leads by name or email. See the documentation

Search Notes

Search for notes in Pipedrive. See the documentation

Search persons

Searches all Persons by name, email, phone, notes and/or custom fields. This endpoint is a wrapper of /v1/itemSearch with a narrower OAuth scope. Found Persons can be filtered by Organization ID. See the Pipedrive API docs here

Update Deal

Updates the properties of a deal. See the Pipedrive API docs for Deals here

Integration Features

4 documented WhatsApp Business actions
24 documented Pipedrive actions
Plain-English agent instructions
Daily, weekday or weekly schedule, or run on demand
Execution monitoring
A supported Pipedrive to WhatsApp Business direction

Capability Examples

WhatsApp Business trigger → Pipedrive action

Catalog example
WhatsApp BusinessWhatsApp Business

New Message Sent

PipedrivePipedrive

Add Activity

Pipedrive trigger → WhatsApp Business action

Reverse direction
PipedrivePipedrive

Deal Updated (Instant)

WhatsApp BusinessWhatsApp Business

List Message Templates

How It Works

1

Connect Apps

Authenticate your WhatsApp Business and Pipedrive accounts

2

Describe the Job

Say what to read from WhatsApp Business and what to do in Pipedrive

3

Choose an Action

Select the documented Pipedrive operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Scheduled or On-demand Runs

Runs daily, on weekdays or weekly at a set time, or when you click Run. It does not fire on live WhatsApp Business events yet.

Automated Actions

Use 24 documented Pipedrive actions each time the agent runs.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Describe the job in plain English. The agent picks theWhatsApp Business and Pipedrive actions it needs.

Your Own Accounts

You connect your own WhatsApp Business and Pipedrive accounts. App connections need a paid plan.

Execution Review

Test the workflow and review provider responses before relying on it in production.

Pipedrive logoWhatsApp Business logo

Reverse Integration Available

Also connect Pipedrive to WhatsApp Business for bidirectional automation

View Integration
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All WhatsApp Business Integrations

Explore all available WhatsApp Business connections

View All Integrations
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All Pipedrive Integrations

Explore all available Pipedrive connections

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Ready to Connect WhatsApp Business & Pipedrive?

Build this agent in Mazaal AI and test it on your ownWhatsApp Business and Pipedrive data.

Start building

Rather not build it yourself? We set up one WhatsApp Business to Pipedrive agent on your accounts for A$490: a 30-minute call, a test on your real data, and 14 days of fixes. Plan billed separately. Email Enod