WABA Integration for Pipedrive

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.

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