Pipedrive

Pipedrive deals and customer messaging in one flow

Deal context while messaging leads on WhatsApp, SMS and email.

Included on every plan, from Starter.

Last updated:

How the Pipedrive integration works

The Pipedrive integration links Inno Message conversations to Pipedrive people, so reps see deal and contact context while they message leads on WhatsApp, SMS or email, and conversation activity is recorded against the person in Pipedrive.

Who it's for: Sales teams that manage their pipeline in Pipedrive.

Deal context

See the lead's Pipedrive details as you reply.

Activity logged

Messaging activity recorded on the Pipedrive person.

Lead routing

Send inbound leads to the right rep automatically.

Set it up

  1. Connect Pipedrive

    Authorize the connection from Integrations in settings.

  2. Map people

    Match contacts by email or phone.

Details

Plans
Included from Starter.

Questions about Pipedrive

Can inbound WhatsApp leads go to the right sales rep?
Yes. Routing rules can assign conversations using CRM attributes such as the owner in Pipedrive.

More answers in the Inno Message FAQ.

See Pipedrive with your own channels