To proceed you must have a Callbell account and a Pipedrive account .
Pipedrive is a very convenient CRM for all small and medium-sized companies, being able to focus only on increasing sales. This tool is really easy to use, so any type of company can easily register quickly and configure the best sales flow. It is also possible to add custom fields to the several sales funnels previously created on the platform, while the whole team will be able to see them in real time.
One of the biggest benefits of this tool is the ability to offer complete control of all individual sales actions in your business. In this way, the platform will be able to send you notifications, e-mails and reminders, allowing you to keep an eye on everything, even the little things. In this way, Pipedrive allows you to manage a company’s email, phone calls, messages, customers and leads in one place.
Finally, thanks to the aforementioned tool, it will also be possible to develop useful modules for questioning customers, obtaining reports, metrics and data on your business.
1) Create a Callbell account and integrate WhatsApp
2) Create a Pipedrive account.
Once this is done, you can start using the Callbell API documentation to link your WhatsApp Business account to Pipedrive according to your needs.
One of the most common use cases for companies wanting to link WhatsApp to Pipedrive is managing and syncing contacts. These operations are possible thanks to the section of the Callbell API documentation dedicated to contacts.
With this it will be possible, for example, to automatically synchronize the WhatsApp contacts generated in Callbell with the Pipedrive contacts section (and vice versa).
When a “ zap ” is triggered, Zapier can perform a specific action, (such as creating a new contact in a CRM).
If your IT equipment is impractical, or you want to save valuable implementation time, you can use the official Callbell integration in Zapier to connect WhatsApp with Pipedrive . One of the strengths of using Zapier is precisely the ease and speed of integration. The downside is instead the cost of Zapier.
This allows companies to have a complete and up-to-date view of customer interactions and better understand their needs and preferences.
If you haven’t already done so, first you’ll need to:
1) Create a Callbell account and integrate WhatsApp
2) Create a Pipedrive account .
3) Create a Zapier account
Once this is done, you will only have to link Callbell and Pipedrive with Zapier and program the necessary “ zaps ” for the operations you want.
What is Callbell?
What is Pipedrive?
With Pipedrive you will be able to manage the sales process of each lead or potential client, maintaining order and efficiency in the work of each person. It is a very useful tool when it comes to optimizing sales funnels and following up on customers until the end of the purchase process.
About the author: Hello! I am Alan and I am the marketing manager at Callbell, the first communication platform designed to help sales and support teams to collaborate and communicate with customers through direct messaging applications such as WhatsApp, Messenger, Telegram and Instagram Direct
