Connect Pipedrive to WhatsApp, Instagram, TikTok and AI Chat
Leads and customers message you on WhatsApp, Instagram, Messenger, TikTok, Telegram, web chat or email, but your deals live in Pipedrive. AeroChat answers those conversations and works with Pipedrive in both directions: it looks up the person, the deal and the owner’s scheduled activities, and it creates people, deals, notes and call activities from what the customer says. It connects through Pipedrive’s public API. You describe the workflow in your own words, and AeroChat builds it.
What you can do with Pipedrive and AeroChat
- Turn chat leads into Pipedrive deals. AeroChat creates or updates the person, opens a deal in the right pipeline stage and adds a note of the conversation.
- Book sales calls from chat. AeroChat checks the deal owner’s scheduled activities, offers free times and adds the call to Pipedrive.
- Recognise returning people. AeroChat looks up the person by phone or email and sees their open deals and owner.
- Answer deal progress questions. AeroChat tells a customer which stage their deal is in and who is handling it.
- Hand hot leads to the deal owner. AeroChat passes the conversation to the owner named in Pipedrive.
Works on every chat channel
Your leads and customers message you wherever they already are. The same Pipedrive connection and the same workflows run on every channel AeroChat supports, and Pipedrive stays the record whichever one they use.
| Channel | What your leads and customers can do |
|---|---|
| Message your WhatsApp Business number to ask about your services, get added as a deal or book a call with your sales team. Voice notes are transcribed, so a spoken request works too. | |
| Send the same requests by direct message. A comment on your post can get an automatic reply that moves the conversation to a DM. | |
| Facebook Messenger | Send the same requests to your Facebook Page. Comments on your Page posts can get an automatic reply too. |
| TikTok | Send the same requests by TikTok direct message or TikTok Shop buyer chat. Both arrive in the same TikTok inbox. |
| Telegram | Send the same requests to your business on Telegram. |
| Web chat | Do the same from the chat on your website, without leaving the page. |
| Write to your Gmail or Office 365 address and get the same answer the chat gives. |
How the connection works
AeroChat connects through Pipedrive’s public API. It reads people, organizations, deals and activities, and it creates and updates people, deals, notes and activities. Each workflow uses only what its recipe asks for.
To connect, you copy your personal API token from Personal preferences, then API, in Pipedrive, as described in Pipedrive’s developer documentation. If you do not see the API option, an admin has to turn on API access for your user. Paste the token into the AeroChat dashboard when AeroChat asks. AeroChat then works with the same permissions as that user.
You describe the workflow in your own words. AeroChat builds it as a draft, works out which Pipedrive calls it needs, and asks you to connect. Keys and credentials are entered in the AeroChat dashboard and never pass through the conversation.
Workflows to copy
Copy this into AeroChat
When someone gives their name and email or phone number in chat, search Pipedrive for a person with that email or phone. If there is one, use it. If not, create a person with their name, email and phone. If they have no open deal, create a deal titled with their name and what they asked about, in the first stage of our Sales pipeline (example). Add a note to the deal with a short summary of the conversation.
Copy this into AeroChat
When a lead asks to speak to sales, find their person and open deal in Pipedrive. Check the deal owner’s scheduled activities for the next three working days and offer three free 30-minute slots between 10am and 5pm (example hours). When they pick one, create a call activity on the deal, assigned to the owner, at that time. Confirm the time in their time zone.
Who uses it
Any business that runs its sales in Pipedrive can use it. Property agencies and suppliers selling to other businesses use it for enquiries and qualification that start in chat. These industry recipes follow the same pattern:
- Property agents and agencies, for buyer, seller and tenant enquiries.
- Lead qualification
- B2B suppliers and distributors, for trade enquiries and quote requests.
- Quote requests
What stays in Pipedrive
Pipedrive stays your record. People, deals, pipelines, activities and reports live there, and your team still moves the deals and closes them.
AeroChat handles the conversation. It looks up, creates and updates the records your recipe asks for and leaves the rest to Pipedrive and your team.
WhatsApp workflows that use Pipedrive
These end-to-end WhatsApp workflows run with Pipedrive behind them. See them all in the WhatsApp workflows library.
- WhatsApp Click-to-WhatsApp Ads: Answer and Log Every Lead
- WhatsApp Human Handover to Your Team Inbox and CRM Owner
- WhatsApp Lead Capture Straight Into Your CRM
- WhatsApp Lead Qualification That Updates Your CRM
- WhatsApp Sales Follow-Up Connected to Your CRM Pipeline
Questions
Does AeroChat work with Pipedrive?
Yes. AeroChat connects through Pipedrive’s public API with a personal API token you copy from Pipedrive.
Can WhatsApp leads become Pipedrive deals?
Yes. When a lead gives their details in chat, AeroChat creates the person and a deal in the stage you choose, with a note of the conversation.
Do I need a developer?
No. You describe the workflow in your own words, copy your Pipedrive API token and paste it in, and switch it on. AeroChat builds the Pipedrive connection from your description and shows a checklist of what is left to do.
Which plan do I need?
Workflows via Skills are on every plan, Free included. Choose by message volume: Starter covers 500 AI responses a month and 3 seats, Growth covers 2,000 responses and 10 seats and adds payment links and broadcasts, and Advanced covers 5,000 responses and 25 seats.
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.
Connect Pipedrive and try it
Paste the first recipe, add your Pipedrive token, and leave your own name and email in the chat.
Start your 7-day free trial. No credit card needed.
On Shopify? Install AeroChat from the Shopify App Store.