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CRM integration

Native connector coming soon

Pipedrive + WhatsApp via InfiQ

Pipedrive keeps your pipeline honest; InfiQ keeps your follow-ups instant. Wire deal-stage changes to WhatsApp templates and stop losing deals to slow replies.

How the data flows

Pipedrive

your system

lead.created

InfiQ

rules + templates

welcome_lead
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Live sync

Why connect

What syncing Pipedrive unlocks

Four flows teams typically wire up first when Pipedrive starts talking to WhatsApp.

Deal-stage messages

Pipedrive webhooks fire on every stage change — map each stage to a template so proposals, reminders and nudges go out the moment a deal moves.

Activity-based follow-ups

Scheduled a call or demo as a Pipedrive activity? Send a WhatsApp confirmation immediately and a reminder an hour before, cutting no-shows sharply.

Lead routing to owners

Inbound WhatsApp enquiries create Pipedrive leads via webhook and route the conversation to the right owner's inbox in InfiQ, with the record linked.

Conversation notes, automatically

Append WhatsApp exchanges to the deal as notes through the API, so the timeline tells the whole story at review time.

How it works today

Connect today with webhooks and the REST API

No waiting on a connector: Pipedrive and InfiQ can talk today over the same rails the native integration will use.

  1. 1

    Create your API credentials

    Sign in to the InfiQ dashboard and generate a scoped API key — it takes about a minute.

  2. 2

    Wire Pipedrive events to InfiQ

    Point Pipedrive's webhooks or automation layer at the InfiQ REST API, and subscribe to InfiQ webhooks for replies and delivery states.

  3. 3

    Send approved templates

    Trigger pre-approved WhatsApp templates with live data, and handle inbound replies in the shared team inbox or your own system.

Example flows

  • Deal enters 'Proposal sent' → follow-up template with the proposal link
  • Activity created for a demo → confirmation now, reminder template 1 hour before
  • New WhatsApp enquiry → InfiQ webhook → Pipedrive lead created and assigned

Endpoint references, payload examples and sandbox keys are in the developer docs.

Coming soon

Native Pipedrive integration

A Pipedrive marketplace app: authorise once, map stages and activity types to templates from a visual screen, and get conversations logged to deals automatically — no webhook configuration needed.

Native integration coming soon — connect today via webhooks and the REST API. Flows you build now carry over unchanged when the connector ships: it replaces the wiring, not your templates or automations.

Where it fits

Teams that pair Pipedrive with WhatsApp

See how businesses in these industries run the flows above end to end on InfiQ.

Talk to InfiQ

Automate WhatsApp with your stack

Tell us what you want to connect — we’ll map the flows and get you a sandbox in about 2 hours.

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FAQ

Pipedrive integration — common questions

Is the Pipedrive integration available now?

Yes — you can connect Pipedrive to InfiQ today using webhooks and the REST API. What is still in development is the native one-click connector; until it ships, the connection is API-based rather than point-and-click.

What can I automate between Pipedrive and WhatsApp?

Stage-based follow-ups, meeting confirmations and reminders from activities, instant openers on new leads, WhatsApp enquiries becoming Pipedrive leads automatically, and conversation notes on the deal timeline.

Do I need developers to set this up?

For the direct API route, yes — a developer typically wires up the first flow in a few hours using our docs at /developers. If you have no engineering bandwidth, you can bridge Pipedrive and InfiQ through Zapier or Make without writing code. The native connector will remove the technical step entirely.

When is the native connector coming?

Native connectors roll out in phases and we do not publish dates we cannot keep — talk to us for the current roadmap. Building on the API today is safe: when the connector ships it replaces the plumbing, not your templates or message flows.

Meta Business Partner

Put Pipedrive on WhatsApp this week.

Start with the API today and switch to the native connector when it lands. Our team will map the flow in a 20-minute call.

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