Pipedrive

Learn how to seamlessly integrate Pipedrive with the Notifyer System for automated WhatsApp messaging

Notifyer System Integration with Pipedrive

Automate your WhatsApp messaging workflows with Pipedrive and Notifyer System

This guide walks you through connecting Notifyer System with Pipedrive to create powerful automated WhatsApp messaging workflows for your sales and CRM processes

Prerequisites

Before getting started, make sure you have:

Notifyer System Account

Active Notifyer System account with a subscription plan (Monthly or Pay-as-you-go)

Pipedrive Account

Access to Pipedrive CRM platform

New to Notifyer System? Sign up here

Setting up your Notifyer System account

1. Complete the Embedding Process

   Before sending WhatsApp messages, you must complete the platform embedding process, which connects your WhatsApp Business account to Notifyer System.

   The embedding process is required by Meta to ensure proper business verification and compliance with WhatsApp Business Platform policies.

2. Set up message templates

   Notifyer System provides two methods for sending WhatsApp messages:

   Option A: Template messages

   WhatsApp templates are pre-approved message formats that allow for personalization while maintaining compliance with WhatsApp policies.

   1. Navigate to Templates

      Go to Your Templates in your Notifyer dashboard

   2. Create Template

      Click the Create Template tab at the top of the page

   3. Fill out the form

      Complete the template creation form with the following details:

      Template Name · string · required

      Choose a descriptive name for internal reference

      Language · string · required

      Choose your template’s primary language

      Category · string · required

      Select the appropriate message category

      Header · image | document | video

      Optional: Add an image, document, or video header

      Message Body · string · required

      Craft your message content

      Variables · string

      Add placeholders using {{1}}, {{2}} format for personalization

      Buttons · button

      Optional: Configure call-to-action buttons

   4. Submit for review

      Click Preview and Submit

   

   Template Creation Interface

   Templates typically get reviewed within 24 hours. Creating compliant templates that avoid promotional language increases approval chances.

   Option B: Non-template messages

   For simpler communications, you can send non-template messages that include:

   Text

   Plain text messages within the 24-hour window

   Images

   Photos and graphics in supported formats

   Documents

   PDFs, Word docs, and other file types

   Videos

   MP4 and other supported video formats

   Non-template messages can only be sent within the 24-hour customer service window after a customer initiates contact with your business.

3. Connect Notifyer System with Pipedrive

   Follow these simple steps to integrate your Pipedrive account with Notifyer System:

Sending WhatsApp Messages from Pipedrive

WhatsAble’s integration with Pipedrive allows you to send WhatsApp messages directly from your deals and contacts without leaving your CRM. This guide will walk you through the complete process.

Verifying Prerequisites

Before sending WhatsApp messages, ensure the following requirements are met:

WhatsAble License Status

Must show as PAID

WhatsApp Connection Status

Must show as ACTIVE

WhatsApp Business Account

Must be properly synced with WhatsAble

You can verify these settings in the WhatsAble Integration section of any deal or contact.

Sending Messages from Deals

Accessing the WhatsAble Integration Panel

1. Navigate to your Pipeline

   1. Go to your Pipedrive Dashboard
   2. Open your desired Pipeline
   3. Select a Deal from your pipeline
2. Locate the Integration Panel

   1. On the right-hand panel, scroll down past the Summary section
   2. Find the WhatsAble Integration section

   

   WhatsAble Integration Panel

Understanding the Integration Panel

The WhatsAble Integration panel displays important connection information:

WhatsAble License Status

Confirms your subscription is active

Synced WhatsApp Account

Shows which WhatsApp Business account is connected

WhatsApp Connection Status

Indicates if your WhatsApp connection is active

Last WhatsApp Communication

Displays the date and time of the most recent message

WhatsAble Chat URL

Provides a direct link to the conversation

Sending Options

Within the WhatsAble Integration section, you’ll find a green “Live Chat” button with a dropdown menu offering three options:

Live Chat

Opens the WhatsAble chat interface directly within Pipedrive

Send Scheduled Message

Schedule a message to be sent at a specific date and time

Send Template

Send a pre-configured template message immediately

Option 1: Send Scheduled Message

Use this option when you want to send a message at a specific future date and time.

1. Open the Scheduled Message Modal

   1. Click the dropdown next to the Live Chat button
   2. Select “Send Scheduled Message”
   3. A modal window will appear with the following fields
2. Configure Required Fields

   To · string · required

   The recipient’s phone number(s) associated with the deal. This field is automatically populated from the deal’s contact information.

   From · string · required

   Your connected WhatsApp Business account. This field is pre-filled and cannot be modified from this interface.

   Select Template · dropdown · required

   Choose from your pre-created message templates. These templates must be created beforehand in the Notifyer by WhatsAble dashboard.

   Template Variables · string · required

   Once you select a template, all required placeholder fields will appear dynamically. Fill in each field carefully to personalize your message (e.g., customer name, appointment time, order details).

   Scheduled Date and Time · datetime · required

   Select the exact date and time you want the message to be sent.

   Timezone · dropdown · required

   Specify the timezone from which you’re scheduling the message to ensure accurate delivery timing.

3. Add Optional Information

   Show Optional Fields

   Add a Note · text

   Include an internal note for your team. This note is only visible within Pipedrive and helps with tracking and context.

   Select Labels · tags

   Assign labels to categorize and organize your communications for easier filtering and reporting.

   At the top of the modal, you’ll see your most recent messages with this contact (if any previous conversations exist), providing helpful context before sending.

4. Schedule the Message

   1. Review all information carefully
   2. Click the “Schedule Template” button at the bottom of the modal
   3. Your message is now scheduled and will be sent automatically at the specified time

   Message successfully scheduled! It will be sent at the specified time.

   

   Schedule Template Modal

Option 2: Send Template (Immediate)

Use this option to send a pre-configured template message immediately without scheduling.

1. Open the Send Template Modal

   1. Click the dropdown next to the Live Chat button
   2. Select “Send Template”
   3. A modal window will appear with the following fields
2. Configure Required Fields

   To · string · required

   The recipient’s phone number(s) associated with the deal. This field is automatically populated from the deal’s contact information.

   From · string · required

   Your connected WhatsApp Business account. This field is pre-filled and cannot be modified from this interface.

   Select Template · dropdown · required

   Choose from your pre-created message templates. These templates must be created beforehand in the Notifyer by WhatsAble dashboard.

   Template Variables · string · required

   Once you select a template, all required placeholder fields will appear dynamically. Fill in each field carefully to personalize your message (e.g., customer name, product details, tracking numbers).

3. Add Optional Information

   Show Optional Fields

   Add a Note · text

   Include an internal note for your team. This note is only visible within Pipedrive and helps with tracking and context.

   Select Labels · tags

   Assign labels to categorize and organize your communications for easier filtering and reporting.

   At the top of the modal, you’ll see your most recent messages with this contact (if any previous conversations exist), providing helpful context before sending.

4. Send the Message

   1. Review all information carefully
   2. Click the “Send Template” button at the bottom of the modal
   3. Your message will be sent immediately

   Message sent successfully!

   

   Send Template Modal

Sending Messages from Contacts

The process for sending WhatsApp messages from contacts is nearly identical to sending from deals, with minor differences noted below.

Accessing the WhatsAble Integration Panel

1. Navigate to Contacts

   1. Go to your Pipedrive Dashboard
   2. Navigate to the Contacts menu
   3. Select your desired Contact
2. Locate the Integration Panel

   1. On the right-hand panel, scroll down past the Summary section
   2. Find the WhatsAble Integration section

   

   WhatsAble Integration Panel

Understanding the Integration Panel

The WhatsAble Integration panel displays the same connection information as in deals:

WhatsAble License Status

Confirms your subscription is active

Synced WhatsApp Account

Shows which WhatsApp Business account is connected

WhatsApp Connection Status

Indicates if your WhatsApp connection is active

Last WhatsApp Communication

Displays the date and time of the most recent message

WhatsAble Chat URL

Provides a direct link to the conversation

Sending Options

The same three options are available:

Live Chat

Opens the WhatsAble chat interface directly within Pipedrive

Send Scheduled Message

Schedule a message for a specific date and time

Send Template

Send a template message immediately

Key Difference: Phone numbers are pulled from the contact’s information rather than deal-specific numbers. All other fields and processes remain identical to sending from deals.

Best Practices

Verify Connection Status

Before Sending Messages

Always check that your WhatsApp connection shows as ACTIVE before attempting to send messages to avoid delivery failures.

Review Templates

Template Management

• Ensure your message templates are up-to-date in the Notifyer dashboard
• Test templates with yourself before using them with customers
• Create templates in advance for different scenarios

Double-Check Phone Numbers

Phone Number Verification

• Confirm the recipient’s phone number is correct
• Verify the number includes the country code (e.g., +1 for US)
• Update contact information if numbers are missing or incorrect

Use Labels Consistently

Message Organization

• Develop a clear labeling system for easier tracking
• Apply consistent labels across your team
• Use labels for reporting and analytics purposes

Add Internal Notes

Documentation Best Practices

• Document the purpose of each message for future reference
• Include context that will help team members understand the communication
• Keep notes concise but informative

Review Recent Messages

Maintain Context

• Always check conversation history before sending new messages
• Avoid sending duplicate or redundant information
• Ensure message continuity for better customer experience

Schedule Strategically

Timing Considerations

• Consider your recipient’s timezone when scheduling messages
• Avoid sending messages during off-hours or weekends unless necessary
• Set reminders to follow up if no response is received

Create Clear Variable Names

Template Creation

• Make placeholder fields intuitive for anyone on your team
• Use descriptive variable names (e.g., customer_name, order_date)
• Test variable population before mass sending

Troubleshooting

WhatsApp Connection Shows as INACTIVE

1. Reconnect WhatsApp Account

   Reconnect your WhatsApp Business account in the WhatsAble dashboard

2. Verify Configuration

   Verify your WhatsApp Business account is properly configured

3. Contact Support

   Contact WhatsAble support if the issue persists after reconnection

No Templates Available in Dropdown

1. Create Templates

   Create templates in the Notifyer by WhatsAble dashboard first

2. Check Approval Status

   Ensure templates are approved by WhatsApp (if required for your template type)

3. Refresh Page

   Refresh your Pipedrive page after creating new templates to see them appear

Scheduled Message Not Sent

1. Check Connection Status

   Verify your WhatsApp connection was active at the scheduled time

2. Verify Timezone

   Check that the timezone was set correctly when scheduling

3. Review Message Logs

   Review the message logs in WhatsAble for error details and delivery status

Phone Number Not Appearing

1. Verify Phone Number Exists

   Ensure the contact or deal has a valid phone number in Pipedrive

2. Check Format

   Verify the phone number format includes the country code (e.g., [phone])

3. Update Contact

   Update the contact information if the phone number is missing or incorrect

Template Variables Not Populating

1. Check Variable Names

   Ensure variable names in your template match the fields you’re filling

2. Verify Data Source

   Confirm the data source (contact or deal) has the required information

3. Test Template

   Send a test message to yourself to verify variable population before sending to customers

Message Delivery Failed

1. Verify Recipient Number

   Confirm the recipient has an active WhatsApp account on that number

2. Check Message Content

   Ensure your message complies with WhatsApp’s business messaging policies

3. Review Credits

   Verify your WhatsAble account has sufficient credits or an active subscription

4. Contact Support

   If issues persist, contact WhatsAble support with the message details

For more information about template creation and management, visit the Notifyer by WhatsAble dashboard or contact our support team.

Need help?

Our support team is ready to assist you:

Email support

Contact

[e-mail]

Schedule a demo

Book a personalized walkthrough

Live chat

Click the green chat button in the bottom right corner of the Notifyer System dashboard

For additional automation platform integrations and advanced configurations, please contact our support team or check our integration documentation.