πŸ“ž Call + πŸ’¬ WhatsApp + πŸ“² SMS in Pipedrive – All in One Place!

Kavitha Sugumaran
Kavitha Sugumaran Member Posts: 13 VERIFIED MEMBER
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HelloSend now brings Call, SMS, and WhatsApp messaging right inside Pipedrive β€” no tab switching, no missed conversations.

βœ… Click-to-call directly from contact view
βœ… Send/receive SMS & WhatsApp messages
βœ… Bulk campaigns and automated workflows
βœ… Logs all messages and calls in Activities
βœ… Use your own Twilio number for full control

Start connecting with your leads where they’re most active!

Install HelloSend for Pipedrive - https://www.pipedrive.com/en/marketplace/app/sms-call-whats-app-integration-for-pipedrive/1fce535308ea4267

Got questions or want a walkthrough? Drop a comment below β€” we’re happy to help!

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Comments

  • Guy Renko
    Guy Renko Member Posts: 38 VERIFIED MEMBER
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    Can HelloSend handle WhatsApp group chats with attachments?

  • Kavitha Sugumaran
    Kavitha Sugumaran Member Posts: 13 VERIFIED MEMBER
    Third Anniversary Name Dropper First Comment Photogenic

    Hi @Guy Renko, thanks for your question!

    Currently, HelloSend supports 1-on-1 WhatsApp messaging, including text, media attachments (images, PDFs, etc.), and full message logging within your CRM. You can send messages, run campaigns, and even automate follow-ups β€” all from HelloSend.

    Regarding WhatsApp group chats β€” that’s not part of our current feature set. Since CRM linking typically happens at the individual contact level, could you share a bit more about your use case?

    For example:
    Should messages from group chats be logged against multiple contacts, or just one?
    How would you expect responses to be tracked or handled?

    We’d love to understand your requirement better to see how we can support it going forward!

  • Guy Renko
    Guy Renko Member Posts: 38 VERIFIED MEMBER
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    Hi @Kavitha Sugumaran. Thank you for your response.

    Our use-case is more Business-to-Business where there are multiple users in probably 99% of our chats from our side and

    the clients side.

  • Kavitha Sugumaran
    Kavitha Sugumaran Member Posts: 13 VERIFIED MEMBER
    Third Anniversary Name Dropper First Comment Photogenic

    Thanks for clarifying the B2B group chat scenario β€” that’s helpful!
    To better assess feasibility, could you let us know:

    • Should messages in a group chat be linked to all participants in your CRM, or just the primary contact?
    • How would you prefer tracking responses β€” as a shared conversation, or linked individually to each CRM record?

    Understanding this will help us plan better support for such use cases.

  • Guy Renko
    Guy Renko Member Posts: 38 VERIFIED MEMBER
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    Ideally, it would be great for the chat to be linked to all participants but so far I have only seen it linked to a single contact typically auto-created and named something like "ABC Company Group" which is then added to an Organization. It gets the job done and we have the chat history which is the more important part.

    With B2B we are discussing more than one deal, sometimes even in one sentence. Adding the Activity just to the "Group" contact will get the job done and the user can assign the activity to a deal if needed. Chats would need to be broken into smaller activities. Typically there is a break between different deal conversations. If messages are broken into activities by lump of time, that would be helpful to assign them to deals and also mark them "undone" if there is a task mentioned in the chat.

    So all messages between 10:52 and 10:58 are lumped into one "chat" Activity and then 12:06 and 12:14 lumped into another "chat" activity.

    If that is too process intensive, even having all chats combined by the entire day in one Activity is still helpful.