WABA Integration for Pipedrive
About
Connect and converse using your WhatsApp Business API within Pipedrive CRM with the WABA Integration for Pipedrive.
Features
Send WhatsApp messages from People, Organizations and Deals.
Send personalized messages to required contacts
Conduct all conversations within the WABA Inbox
The Pipedrive admin can share the WhatsApp Business API with the required users
Pre-requisites
Must be a Zoho CRM user
Must have a WhatsApp API number from Facebook
Must have approved WhatsApp templates to initiate conversations
Installation
Visit the Pipedrive Marketplace where you can find the extension WABA Integration by Ulgebra.
Click on 'Install now'.
Click on 'Allow and install' to authorize the Pipedrive account.
Click on your Pipedrive account profile.
Select Tools and integrations.
Select 'Marketplace Apps' from the menu on the left side.
Adjacent to WABA Integration by Ulgebra, select 'Settings' from the drop-down.
Enter the WABA account Client Id.
Click on 'Authorize now'.
Applications
WhatsApp Messages to Contacts
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.
Contact Chats
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 '/' to access and insert the message templates.
Message Details
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.
Application Settings
Access the settings of the application to access the various features.
WABA Inbox
Access WABA Inbox from the settings page.
Here you can view all the conversations held through WhatsApp Business API.
Select any conversation to view the history of chats held with the particular contact.
Send messages to the contacts.
The incoming messages can be differentiated using the tag 'Need reply'.
The application users within Pipedrive can assign the different chats to themselves.
View the details of each message sent and received beneath the message.
You can also reply to any particular message.
Also, access the respective Pipedrive contact from WABA Inbox.
Initiate conversations with any contact from the Inbox.
Search for any contact number to access a specific conversation.
Also, filter contacts based on the assigned agents, unread messages and incoming messages that need to be replied.
WABA Tab
Access the extension in a separate tab at all times to send and receive messages through WABA.
Manage WABA Users
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.
Application Analytics
Select 'App Usage Analytics'.
Here you can track the usage of the WABA Integration for Pipedrive.
Reset Application
Select 'Reset App Configurations'.
Enter 'confirm' within the space provided.
Click on 'Reset'.
WABA Senders
Add Sender
Add multiple WABA numbers within the application.
Select '+Add New Sender' from the Choose Sender drop-down.
Select the Channel as WhatsApp.
Enter the WhatsApp API number.
Enter the display name of the sender.
Save the new WhatsApp Sender within the application.
Default Sender
Click on the pin icon beside the name of the sender.
The pinned sender would be selected by default while sending messages.
Hide Sender
Click on the visibility icon beside the name of the sender to hide a particular WhatsApp Business sender.
Message Templates
WhatsApp Approved Templates
Click on WhatsApp Templates to access the approved WhatsApp message templates.
Select any approved message template to insert the template.
In case the template contains variables, enter the values adjacent to each placeholder.
Create Template
Click on '+Add New Template' from the Choose Sender drop-down.
Enter the name of the template and the message content.
Save the new message template.
Edit Template
Click on the edit icon beside the name of the template.
Make the changes required.
Save the modified template.
Delete Template
Click on the delete icon beside the name of the template to delete the message template.
Pricing
Classic Plan
$5 per user/month
250 Ulgebra credits (2500 WhatsApp Messages)
Use a Common WhatsApp Number or an Individual number
Incoming messages support
Conversations UI
Instant notifications
Classic Plan - Yearly
$48 per user/year
250 Ulgebra credits (2500 WhatsApp Messages)
Use a Common WhatsApp Number or an Individual number
Incoming messages support
Conversations UI
Instant notifications
Additional credits - Renewed every three months
If you need additional message credits, purchase additional Ulgebra credits.
And these additional credits can be used with an active monthly plan only.