Overview
Practical guides for implementing WhatsApp workflows with Pipedrive.Contact Capture
Auto-create Pipedrive contacts from WhatsApp
Chat Backup
Log WhatsApp messages to Pipedrive activities
Deal Stage Alerts
WhatsApp notifications on deal movements
| Playbook | Time | Difficulty | Pipedrive Plan |
|---|---|---|---|
| Contact Capture | 10 min | Easy | All plans |
| Chat Backup | 5 min | Easy | All plans |
| Deal Stage Alerts | 15 min | Medium | Professional+ |