Connect Pipeline CRM 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 Pipeline CRM. AeroChat answers those conversations and works with Pipeline CRM as it goes: it creates the person and the deal, adds the note, and tells customers where their deal stands. It connects through Pipeline CRM’s public API. You describe the workflow in your own words, and AeroChat builds it.
What you can do with Pipeline CRM and AeroChat
- Turn chat leads into deals. When someone leaves their details in chat, AeroChat creates or updates the person, opens a deal in your first stage and adds a note of the conversation.
- Tell customers where their deal stands. AeroChat finds the customer’s open deal and answers “where are we with my proposal” from its stage.
- Qualify leads in the conversation. AeroChat asks your qualifying questions and records the answers on the deal.
- Recognise returning contacts. AeroChat looks up the person by email or phone and uses what Pipeline CRM already knows, such as their company and deal owner.
- Route hot leads to the deal owner. AeroChat hands the conversation to the user who owns the deal in Pipeline CRM.
Works on every chat channel
Your leads and customers message you wherever they already are. The same Pipeline CRM connection and the same workflows run on every channel AeroChat supports, and Pipeline CRM 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, leave their details for a proposal or ask where their deal stands. 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 Pipeline CRM’s public API. It reads and writes people, companies, deals and notes, and links them to each other. Each workflow uses only what its recipe asks for.
To connect, an admin turns on API access in Pipeline CRM under Settings, then API, and creates an API token for AeroChat, as described in Pipeline CRM’s API guide. Paste the token into the AeroChat dashboard when AeroChat asks.
You describe the workflow in your own words. AeroChat builds it as a draft, works out which Pipeline CRM 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 Pipeline CRM for a person with that email or phone. If there is one, update it. If not, create a person with their name, email, phone and the channel they used. Create a deal linked to the person in the New Lead stage (example), with the deal name set to their company and the service they asked about. Add a note to the deal with a short summary of the conversation.
Copy this into AeroChat
When a customer asks how their proposal or order is going, find them in Pipeline CRM by phone or email and look up their open deal. Tell them where it stands in plain words: Proposal Sent means “your proposal has been sent, check your email”, Negotiation means “we are finalising the terms” (example stages). If they have a question the stage cannot answer, hand the conversation to the deal owner.
Who uses it
Any business that runs its sales pipeline in Pipeline CRM can use it, such as B2B suppliers, contractors and service firms that send proposals and follow them up. These industry recipes work the same way with Pipeline CRM as the record:
What stays in Pipeline CRM
Pipeline CRM stays your record. People, companies, deals, stages, owners and reporting live there, and your team still works the deals and closes them.
AeroChat handles the conversation. It creates and updates the records your recipe asks for and leaves the rest to Pipeline CRM and your team. See more CRM workflows on WhatsApp.
Questions
Does AeroChat work with Pipeline CRM?
Yes. AeroChat connects through Pipeline CRM’s public API with an API token an admin creates in Pipeline CRM.
Can WhatsApp leads go straight into Pipeline CRM as deals?
Yes. When a lead gives their details in chat, AeroChat creates or updates the person, opens a deal in the stage you choose and adds a note of the conversation.
Do I need a developer?
No. You describe the workflow in your own words, turn on API access in Pipeline CRM and paste in the token, and switch it on. AeroChat builds the Pipeline CRM 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. 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 Pipeline CRM and try it
Paste the first recipe, add your Pipeline CRM token, and send yourself a test enquiry on WhatsApp.