New: 💬 Facebook Messenger and WhatsApp integrations

Lina_38202
Lina_38202 Pipedrive Team Posts: 10 PIPEDRIVE TEAM
edited July 2022 in What's New #1
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Manage all your conversations from Facebook Messenger and Business WhatsApp in Pipedrive, keep them organized and connected to your contacts, leads and deals!

What:
With our new Messaging inbox integrations you’ll be able to:

  • contact prospective leads or clients, and track your conversations without leaving Pipedrive;
  • intuitively create contacts, leads, or deals from conversations and store your conversation history in the related contact, lead or deal;
  • share conversations with colleagues and even assign them to the ideal team member for follow-up.


When: 
Starting today, for all companies in all plans.

How to start:

Connect our Facebook Messenger and Business WhatsApp integration apps or add the apps directly within Pipedrive (Leads > Messaging inbox).

 

Learn all about it in our Knowledge Base.

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Comments

  • Liz (Ops Designed)
    Liz (Ops Designed) Member Posts: 229 VERIFIED MEMBER
    Fourth Anniversary 100 Comments 5 Answers 25 Likes
    edited May 2022 #2

    This is awesome! Eager to check it out.

  • Brad Lynch
    Brad Lynch Member Posts: 18 VERIFIED MEMBER
    10 Comments
    edited May 2022 #3

    Can you create new Messenger conversations from within Pipedrive?

     

  • Lina_38202
    Lina_38202 Pipedrive Team Posts: 10 PIPEDRIVE TEAM
    edited May 2022 #4
    Brad Lynch said:

    Can you create new Messenger conversations from within Pipedrive?

     

    Hey @Brad Lynch , we know how valuable this use case can be. But currently, unfortunately, this is not possible due to Facebook/Meta API's limitations. 

  • Jakob Thusgaard
    Jakob Thusgaard Member Posts: 23 VERIFIED MEMBER
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    edited May 2022 #5
    Brad Lynch said:

    Can you create new Messenger conversations from within Pipedrive?

     

    ...and whatsapp? Create new ones? Should be pretty simple...

  • Renee Chandler
    Renee Chandler Member Posts: 23 VERIFIED MEMBER
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    edited May 2022 #6
    Brad Lynch said:

    Can you create new Messenger conversations from within Pipedrive?

     

    I'm currently actively using a white label version of High Level - working on converting BACK to PD. But the it's the same way there - you can't initiate a conversation via FB, but once the lead starts the conversation via FB you can respond through HL. I'm guessing PD will be similar. 

    I've had at times where I couldn't respond through HL and had to go back through FB - another quirk I've seen is that sometimes FB doesn't recognize that there's been a response and will remind you there's an unanswered message, even though we DID respond, just not directly through FB.

    Maybe as there are more 3rd party systems doing this, FB will play nicer...

  • Brad Lynch
    Brad Lynch Member Posts: 18 VERIFIED MEMBER
    10 Comments
    edited May 2022 #7
    Brad Lynch said:

    Can you create new Messenger conversations from within Pipedrive?

     

    Thanks @Lina . That's a pity.  Hopefully in the future.  A much nicer platform for text communication than SMS

  • Brad Lynch
    Brad Lynch Member Posts: 18 VERIFIED MEMBER
    10 Comments
    edited May 2022 #8
    Brad Lynch said:

    Can you create new Messenger conversations from within Pipedrive?

     

    Thanks @Lina . That's a pity.  Hopefully in the future.  A much nicer platform for text communication than SMS

  • Petr Soukenik
    Petr Soukenik Member Posts: 2 VERIFIED MEMBER
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    edited June 2022 #9

    is there any plan to do it also for LinkedIn and Sales Navigator?

  • Jakob Thusgaard
    Jakob Thusgaard Member Posts: 23 VERIFIED MEMBER
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    edited May 2022 #10
    Petr Soukenik said:

    is there any plan to do it also for LinkedIn and Sales Navigator?

    Already now there's been an integration of sorts between LinkedIn automation tool Dux-Soup and Pipedrive, which creates a messaging log in Pipedrive.

    That extended functionality would likely require help from LinkedIn, and in their world Salesforce and MS Dynamics are likely first in line for that sort of functionality.

    I know - that's mostly assumptions-based, but would seems logical to me...

  • Lina_38202
    Lina_38202 Pipedrive Team Posts: 10 PIPEDRIVE TEAM
    edited May 2022 #11
    Petr Soukenik said:

    is there any plan to do it also for LinkedIn and Sales Navigator?

    Hey @Petr Soukenik, we have researched this option as well, but for now LinkedIn Messaging API is restricted for the public usage. If the situation changes, we will consider this integration for our next plans.   

  • Brad Lynch
    Brad Lynch Member Posts: 18 VERIFIED MEMBER
    10 Comments
    edited May 2022 #12
    Brad Lynch said:

    Can you create new Messenger conversations from within Pipedrive?

     

    Thanks @Lina . That's a pity.  Hopefully in the future.  A much nicer platform for text communication than SMS

  • Marco Govoni
    Marco Govoni Member Posts: 152 VERIFIED MEMBER
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    edited May 2022 #13

    In the future is is your plan to Connect Telegram? Thanks

  • Brandon Wood
    Brandon Wood Member Posts: 64 VERIFIED MEMBER
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    edited June 2022 #14
    Petr Soukenik said:

    is there any plan to do it also for LinkedIn and Sales Navigator?

    Forget LinkedIn messaging, I would be happy with just LinkedIn Sales Navigator integration. When is that long overdue feature coming?

  • Wesley_49026
    Wesley_49026 Member Posts: 25 VERIFIED MEMBER
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    edited May 2022 #15

    Looks interesting! Will WhatsApp also be part of the workflow automation possibilities? Thanks!

  • Dr. Jürg Ruf
    Dr. Jürg Ruf Member Posts: 8 VERIFIED MEMBER
    Second Anniversary Photogenic
    edited May 2022 #16

    I tried the integreation with Facebook Messenger, seams working.

    Integration with Business WhatsApp is very complicated, I didn't succed because the setup in twilio.com is complicate and confusing and was at least not possible. What a mess ...

  • Andrey Henke
    Andrey Henke Member Posts: 11 VERIFIED MEMBER
    Fourth Anniversary 10 Comments 5 Likes Name Dropper
    edited June 2022 #17

    I would like some help, if possible.

    I want to connect Whatsapp to PipeDrive, but I have one difficulty.

    We work with customers that have more than one deal. It means that one person can discuss several deals with us. I want my team to use a whatsapp tool that can manage all the talks to the correct deal, but so far, I did not find the correct tool. All Apps I have seen do not have the possibility of having the integration with PD for different deals.

    Anyone have any suggestion?

    Kind regards,

    Andrey Henke

  • Christian Ayala
    Christian Ayala Member Posts: 59 VERIFIED MEMBER
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    #18

    Hi @Lina_38202 ,

    Amy update on doing the same for SMS? Long overdue.

  • Илья Астахов
    Илья Астахов Member Posts: 1 VERIFIED MEMBER
    Second Anniversary First Comment Photogenic
    #19

    Do we planed add instagram direct?

This discussion has been closed.

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