Book Meetings from WhatsApp into Pipeliner CRM
Yes. AeroChat writes directly into Pipeliner CRM. It agrees a meeting time with the customer in the chat and creates the appointment in Pipeliner CRM, linked to their contact and their lead or opportunity, on the owner’s calendar.
This recipe covers the request we hear most: book it in the chat, then push it into the CRM. The customer gets a confirmed time, and the meeting is in Pipeliner CRM where your team plans its week. Part of connecting Pipeliner CRM to WhatsApp and AI chat.
What happens today
A customer on WhatsApp says they would like to talk through the proposal. The rep replies when they see it, suggests a time, waits, suggests another, and finally puts the meeting in their own calendar. It often never reaches Pipeliner, so the opportunity shows no activity and the manager cannot see that a meeting is planned.
The flow that works
- AeroChat asks what the meeting is about and offers times within your hours.
- The customer picks one.
- AeroChat finds their contact and their open lead or opportunity in Pipeliner CRM.
- It creates an appointment at that time for the owner, linked to the contact and the lead or opportunity.
- It confirms the day, time and who they will speak to.
What it looks like on WhatsApp
Customer: Could we have a call this week to go through the maintenance contract? (example)
AeroChat: Of course. I’ll set it up with Sara, who prepared your proposal. Would Wednesday at 2pm or Thursday at 11am suit you?
Customer: Thursday at 11.
AeroChat: Done. Sara will call you on Thursday at 11am for 30 minutes.
In Pipeliner CRM: an appointment “Maintenance contract call” on Thursday at 11am for 30 minutes, owned by Sara, linked to the customer’s contact and the open opportunity, with a note of what they want to cover.
The recipe
Copy this into AeroChat
When a customer asks for a meeting or a call, follow these steps.
- Ask what they would like to discuss if they have not said.
- Find their contact in Pipeliner CRM by the phone number they are messaging from. If there is none, ask for their name, company and email, and create the contact and a lead as in our new-lead workflow.
- Find their open lead or opportunity and its owner. Offer two times within our meeting hours, Monday to Friday 10am to 5pm, at least one working day ahead (example rule).
- When they choose, create an appointment in Pipeliner CRM at that time, 30 minutes long (example), owned by the owner, linked to the contact and to the lead or opportunity. Use the subject “Call with” and their company name, and put what they want to discuss in the description.
- Confirm the day, time, length and the name of the person they will speak to.
If they need to change the time later, update the same appointment instead of creating a new one. Never offer times outside our meeting hours. Reply in the customer’s language.
Change the meeting hours, length and notice period to match how your team works before you paste it.
What to connect
- Pipeliner CRM. A space administrator goes to Administration, then Units, Users & Roles, then Applications, creates an API application for AeroChat and allows it to read contacts, leads and opportunities and to create and update appointments. Copy the user name and password when they are shown and paste them in when AeroChat asks.
- Your knowledge base. Add your meeting hours and who handles which kind of meeting, so AeroChat offers the right times and details.
After you paste the recipe, AeroChat builds the workflow as a draft and shows a checklist: connect Pipeliner CRM, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from Pipeliner CRM’s public documentation, the checklist asks you to check it once against the current docs.
Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.
Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.
What you still decide
- Your meeting hours and how much notice you need.
- How long each kind of meeting is.
- Who takes meetings for new leads that have no owner yet.
- Whether customers can move a meeting in the chat.
The result to expect
Customers get a confirmed meeting in the same conversation, and every meeting lands in Pipeliner CRM on the right person’s calendar, linked to the right opportunity. Managers see planned activity on the pipeline without asking for it.
Measure it with your own numbers: meetings booked from chat, and how many of those opportunities move to the next step, for a month before and after.
Next: send WhatsApp leads to Pipeliner CRM.
Works on every chat channel
This workflow runs the same way on WhatsApp, Instagram, Facebook Messenger, TikTok, Telegram, the chat on your website and email, with the same Pipeliner CRM connection behind it. See what each channel does on the Pipeliner CRM integration page.
Book your first meeting from chat
Paste the recipe, add your Pipeliner credentials, and message your own number asking for a call.
Start your 7-day free trial. No credit card needed.
Sign up for an annual plan on Growth or above and we’ll set up your workflows and connect Pipeliner CRM for you, free. See plans.