WABA Integration for Pipedrive

Go to any Pipedrive Person, Organization or Deal.

From the drop-down on the right side, select 'Send WhatsApp'.

Click on 'Choose Sender' to select the WABA sender id to send the WhatsApp message from.

You can also include additional contacts using the 'Add Recipients' option.

Click on 'Select a filter' and select any Pipedrive CRM filter.

All the contacts pertaining to the filter will be added as recipients.

You can also search for and any existing contact within the module.

Select a country code and enter a contact number.

Click on 'Add' to include the contact number to the recipients.

Enter a default country code.

Select the settings for the application of the country code.

Enter the message to be sent or insert a message template.

Click on 'WhatsApp Templates' to access and insert any WhatsApp approved message template.

Send the message to the Pipedrive contact using WhatsApp Business API.

Access the chats held within any Pipedrive Person, Organization or Deal.

Expand the Send WhatsApp panel on the left side to view the chat history of the contact.

Also, send messages directly from the chat view.

Click on the '/' button to access your message templates.

Add notes within the chat for your internal reference.

Click on the Reply icon to reply to a particular WhatsApp message.

Click on the Star icon beside any message to save the message under Starred messages.

Click on the Pin icon beside any message to pin any message within the chat.

View the pinned message at the top of the chat and unpin when required.

Within each Person, Organization or Deal you can view the history of messages sent and received through WhatsApp Business API.

Access 'Notes' within the contact.

Here you can view the status and details of each WhatsApp message sent and received.

Access the bell icon within WABA for Pipedrive.

Here you can view the latest and older notifications.

Access the Pipedrive contact and chat associated with each notification.

Delete any notification if required.

We can also receive desktop notifications for incoming WhatsApp messages.

Click on 'Enable now' to access the desktop notification settings.

Activate the feature 'Enable Desktop Notifications on this device'.

Have a unified dashboard of all your WhatsApp conversations.

View the WhatsApp chat history and send messages from within any conversation.

Reply to any message from the conversation.

Directly download attachments from the chat.

Pin any message to instantly view the message within the chat.

Access the pinned messages within the chat and unpin if required.

Enter any message and add an internal note using the 'Note' option.

Name your contacts within the WABA Inbox and edit the name if required.

Also, view the amount of time left for the completion of the 24-hour chat window within the WhatsApp conversation.

Click on 'New' to initiate a WhatsApp conversation. 

Assign each WhatsApp conversation to Pipedrive agents.

Adjacent to each contact access the assignee drop-down to view the list of Pipedrive agents.

Select any Pipedrive agent as the assignee for the chat or assign the chat to yourself.

When a chat is assigned to another Pipedrive agent, click on 'Assign to Me' to re-assign the chat and send messages.

Label your conversations to keep track of the updates of the contact.

Click on 'No Label' to view the list of labels and assign the appropriate label for the contact.

You can either use the default labels or add your custom labels.

Click on 'Add Label' to create your custom label.

Select the colour of the label to be added.

Enter the name of the label.

Click on '+Add' to add the new label.

Click on 'Edit Labels' in order to modify the existing labels.

Here you can rearrange the order of the labels, edit the name or delete an existing label.

Click on the clock icon within any conversation to set reminders within a contact.

Setup reminders for an hour, day or week ahead.

Set a reminder at a custom date and time as per your requirements.

Enter the name of the reminder.

Click on 'Set Reminder'.

View the reminder within the chat and receive the reminder within the WABA Inbox.

Search for the name and number of any contact to access the conversation of a particular contact.

Access the unassigned conversations.

Reply to any conversation or assign the chat to any Pipedrive agent.

Access the chats assigned to yourself using the Mine option.

Access all the completed, upcoming and overdue reminders.

Select any label to filter conversations and view the conversations within a particular status.

Click on the Filter icon to view the filter options available.

Access the Unread WhatsApp messages and the Need Reply messages.

Click on Filter by Agents to view the conversations of a particular Pipedrive user.

Select Filter by Label to filter the conversations based on their status.

The Pipedrive admin can allow multiple users to use the WhatsApp Business API.

Select 'Manage App Users'.

Here you can view the list of Pipedrive users.

Add the users to enable them to use the WhatsApp Business API.

Click on 'Remove' to disable them from the feature.

The Pipedrive users added by the admin can view the invite on the application settings page.

Accept the invitation.

Select the admin account to authorize WABA.

Select 'App Usage Analytics'.

Here you can track the usage of the WABA Integration for Pipedrive.

Select 'Reset App Configurations'.

Enter 'confirm' within the space provided.

Click on 'Reset'.

Click on the pin icon beside the name of the sender.

The pinned sender would be selected by default while sending messages.

Click on Show Hidden to access the hidden senders.

Here you are access and retrieve the hidden senders.

Identify the Facebook approved WhatsApp templates using the tag 'WABA'.

These templates must be used to initiate conversations using the WhatsApp Business API.

Click on 'Choose Template' to insert the message.

In case the template contains variables, enter the values in the space provided.

You can also select contact fields from the drop-down to insert placeholders.

Upload the attachment in the space provided in case of media templates.

Send your template WhatsApp message.

Click on '+ New Template' to create a local template.

Enter the name of the template and the message content.

Save the new message template.

These templates can be sent within the active WhatsApp conversations.

Click on the edit icon to modify a template.

Click on the delete icon to delete the template.