Pipedrive and WhatsApp: CRM contacts ready for your conversations
Connect Pipedrive: from its flows you bring contacts into SendApp and tag them.
Pipedrive
SendAppWhat you get by connecting Pipedrive
Contacts reach SendApp on every event, already with name, phone and email.
The automatic tag tells you where each contact comes from and lets you segment without exports.
You contact them when you decide: WhatsApp campaign, chat or API.
How it works
When a Pipedrive Automation sends an event, we create or update the contact in SendApp (name, phone, email from the payload) and tag it. We don't send messages on your behalf: you contact the leads whenever you want with a campaign or via API.
Step-by-step setup
- Copy your Webhook URL from the box above (select the account first).
- Log in to Pipedrive and open or create an Automation/Workflow on a person event (the person payload contains name, email[] and phone[]):Person created Person added
- Person updated Person updated
- Add a Webhook step with POST method and paste the URL.
- Save.
Avoid events on the Deal only: they might not contain the person's data.
General rule: choose events that include customer data (name, phone or email): without a phone or email the contact is not created.
What happens next
The contacts coming from Pipedrive are created and tagged (pipedrive) in SendApp. Reach them with a campaign filtering by that tag, or through the API.
Verify
Trigger a test event from the Automation on Pipedrive and check that the contact appears in SendApp. If the phone or email is missing, the contact is not created.
More integrations in the same family
Frequently asked questions
Connect Pipedrive to SendApp today
Connect Pipedrive: from its flows you bring contacts into SendApp and tag them.