🇬🇧
Whatcrm Docs
User Guide
User Guide
  • Welcome to Whatcrm's guide to using Whatcrm!
    • Rules for Working with Customers
  • Integrations / Products
    • Bitrix24
      • Installation of WhatsApp integration in Bitrix24
      • Installation of Telegram integration in Bitrix24
      • How to write first to WhatsApp or Telegram from Bitrix24
      • Setting up the chat robot
      • Setting up the chat robot (new robot)
      • How to disable welcome message from open line in Bitrix24
      • Mailing list in Bitrix24
      • Configuring the distribution queue in an open line
      • Widget button for your website
      • Telegram
        • Setting up the chat robot
    • monday.com
      • Installing the widget and connecting the number
        • How Integration Works in monday.com: Board Selection Guide
        • How Updates Work in the Whatcrm and monday.com Integration
      • How to Add Web Messenger to Items in monday.com
      • Limitations on attachments
      • Display employee name when sending messages via Whatcrm Web
      • Set up access to WhatsApp connections in Whatcrm web
      • Deny list
      • Whatcrm web messenger
      • What the Group chats function means
      • How to start a WhatsApp newsletter with Whatcrm
      • How to Set Up Automatic Sending of a Message with a File
      • Telegram
        • Installing the widget Telegram and connecting the number
        • Limitations on attachments
        • Template creation instruction
        • How to Send a First Message from monday.com to Telegram via @username or Phone Number
        • How to Add Web Messenger to Items in monday.com
        • How to Set Up Automatic Sending of a Message with a File
        • Access Restrictions
    • Kommo.com
      • Installing a widget and connecting WhatsApp
      • Basic Salesbot setup
      • CRM plugin (widget button on your website)
      • Launch a campaign in Kommo.com
      • Description of the function of distributing incoming requests among managers
      • Salesbot with buttons
      • What to do if the menu is not displayed in the application (gray screen)
    • Whatcrm Web
      • How to log in to Whatcrm Web
    • Pipedrive
      • Instructions on how to install and integrate WhatsApp into Pipedrive
      • Template creation instruction
      • How to Send the First Message to a Client via WhatsApp Using Whatcrm
      • Set up access to WhatsApp connections in Whatcrm web
      • Display employee name when sending messages via Whatcrm Web
      • Automated WhatsApp Messaging with Pipedrive Triggers
      • Attachment limits
      • Lead and Deal Creation
      • Description of the function of distributing incoming requests among managers
      • 🌍How to Fix WhatsApp Chat Issues with Short Numbers
      • 📢How to Enable Notifications for Incoming WhatsApp Messages in Pipedrive
    • Telegram
      • kommo.com
        • Installing the widget and connecting the number
  • Affiliate Program
    • How to become a Whatcrm partner
    • How to Add Your Client to the Partner Portal
    • How Partners Can Pay for Their Client's Integration
  • Useful articles
    • What does the "Group Work" feature + activation of the setting mean
    • Recommendations for stable work with WhatsApp
    • Important recommendations when using Whatcrm
    • If you have been banned in WhatsApp
    • Telegram restrictions
    • Attachment limits
    • Cancel subscription
    • How to Update Invoice and Receipt Information for Clients (Stripe)
Powered by GitBook
On this page
  • Introduction:
  • Connection Settings:
  • How to Configure:
  • Conclusion:
  1. Integrations / Products
  2. Pipedrive

Lead and Deal Creation

PreviousAttachment limitsNextDescription of the function of distributing incoming requests among managers

Last updated 8 months ago

If you initiate a conversation with a new contact via WhatsApp using your phone and the contact does not already exist in Pipedrive, a lead or deal will be automatically created based on your selected settings. This ensures that no new communication is missed and facilitates seamless integration into your CRM system. The lead generation and deal creation feature is available on the Pro plan and above

Introduction:

With the latest update to the WhatsApp widget integration in Pipedrive CRM, you can now automatically create leads or deals when a new client contacts you. This simplifies the process of managing inquiries, allows you to set up deal stages for deals, and automatically assigns responsible managers. In this article, you'll learn how to configure and use the new functionality.

Connection Settings:

  1. Pipeline Selection (for Deals Only):

  • In the widget connection settings, you can select the pipeline where the deal will be placed. The pipeline defines the sequence of steps that the deal will go through.

Note: For leads in Pipedrive, pipelines and stages do not apply, as all leads are created in one place within the "Leads" section of the CRM. If you choose to create a lead, the option to select a pipeline or stage will be unavailable. However, you can assign a responsible manager (owner) for the lead.

  1. Deal Stage Selection (for Deals Only):

  • After selecting the pipeline, you can specify the stage at which the deal will be created. This is useful if you want to control the entry point for new inquiries in the pipeline.

  1. Responsible Manager:

  • You also have the option to select the manager responsible for the created leads or deals. This helps distribute the workload evenly among team members or assign specific clients to certain managers.

  1. Deal Distribution Strategy:

  1. Create Deals if There Are Closed or Successfully Completed Ones: You can configure whether to create a new deal if the contact has a previously closed or successfully completed deal.

  • If the setting is enabled: A new deal will be created when the contact reaches out again, regardless of any closed deals.

  • If the setting is disabled: No new deal will be created if there are closed deals associated with the contact. This can be useful if you want to avoid duplicating efforts or reopening completed business.

How to Configure:

  1. Go to the settings of the WhatsApp widget in Pipedrive CRM.

  2. On the desired channel, press the 'Сhange settings' button.

  3. If creating deals, select the pipeline and stage where the deals should be created.

  4. If creating leads, skip the pipeline/stage selection and proceed to assign the responsible manager.

  5. Set the deal distribution strategy.

Conclusion:

The integration of WhatsApp with Pipedrive CRM opens up new opportunities for managing communications with clients. Thanks to the new features for automatic lead and deal creation, you can optimize your team's workflow and improve productivity.

You can choose the strategy for distributing deals among managers. For example, "Uniform" (even distribution) or other available options. .

Read more how it works
example of settings connection