With our platforms it is easier than you think. You only need two things: a Callbell account and one in Pipefy.
In this way, your company will be able to link WhatsApp with Pipefy , using the Callbell API.
Pipefy is a contact management software designed to help teams organize, build and develop sales and customer service pipelines to maximize sales. Furthermore, it is able to devise special reports with the help of data collection of the tool which will always benefit future marketing and business sales strategies.
The tool has all the basic functions of a common CRM and depending on the version you acquire, you may get other specific features like integrations. Pipefy is available in several languages, with support that will always be attentive and ready to resolve any doubts.
It is a collaborative chat tool, meaning that communication with customers is collaborative between the agents of your company, to which companies can link their Facebook page, a WhatsApp account through the WhatsApp Business API, Instagram business and Telegram, to centralize support channels and provide a better experience to the end customer, all in a single centralized solution.
1) Create a Callbell account and integrate WhatsApp
2) Create a Pipefy account.
After completing these steps, you’ll be ready to link your WhatsApp Business account with Pipefy using the Callbell API documentation, tailoring it to your specific needs.
Linking WhatsApp with Pipefy is an attractive option for many companies, and one of the most popular features is contact management and synchronization. These actions are fully 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 Pipefy contacts section (and vice versa).
When a “zap” is executed, Zapier can trigger a specific action, (such as creating a new lead in a CRM).
If you feel that your IT team can’t do this job, or you want to save time implementing it, you can use the official Callbell integration in Zapier to connect WhatsApp with Pipefy. One of the strongest advantages in using Zapier is the ease and speed of integration. The downside is instead the high cost of Zapier.
This allows companies to have a better, comprehensive and modernized view of customer interactions and better understand their needs and preferences.
To achieve this, you will have tos:
1) Create a Callbell account and integrate WhatsApp
2) Create a Pipefy account
3) Create a Zapier account
Once you carry out these steps, you will only have to link Callbell and Pipefy with Zapier and program the necessary “ zaps ” for the operations you want.
What is Pipefy?
The platform also offers integrations with other productivity tools, such as CRM, email and messaging systems, among others. In short, Pipefy is an effective solution for companies looking to improve the efficiency and effectiveness of their internal processes.
What is Zapier?
When a “zap” is executed, Zapier can trigger a specific action, (such as creating a new lead in a CRM).
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
