Connect Pipeliner CRM to WhatsApp, Instagram, TikTok and AI Chat
Yes. AeroChat writes directly into Pipeliner CRM. It reads your contacts, accounts, leads and opportunities and writes new contacts, leads, notes, tasks, appointments and stage moves through Pipeliner CRM’s API, on WhatsApp, Instagram, web chat and every other channel your customers use.
Your buyers ask questions on WhatsApp, Instagram, Messenger, TikTok, Telegram, web chat or email. AeroChat answers them, takes their details and records the result in Pipeliner CRM as it goes: the contact, the lead with its source, a note of the conversation, the follow-up task and the meeting they agreed to. It connects through Pipeliner CRM’s public API. You describe the workflow in your own words, AeroChat builds it, and Pipeliner CRM stays the place your sales team works.
What you can do with Pipeliner CRM and AeroChat
- Turn new chat leads into Pipeliner leads. When someone new messages, AeroChat answers, takes their details and creates the contact and a lead with the channel as the lead source and the right owner.
- Book a meeting and log it in Pipeliner. AeroChat agrees a time within your hours and creates an appointment linked to the contact and the lead, for the owner, so it sits in their Pipeliner calendar.
- Recognise returning customers. AeroChat finds the contact in Pipeliner by phone number or email, reads their open opportunities and owner, and greets them with that context.
- Move an opportunity to the next step. When a customer confirms they want to go ahead or asks for a proposal, AeroChat moves the opportunity to the step you choose and updates its value or closing date.
- Log a note after every chat. AeroChat adds a short summary of the conversation to the contact, lead or opportunity, so whoever picks it up knows what was said.
- Create a follow-up task. When a customer asks for a callback or a document, AeroChat creates a task for the owner with a due date and what they asked for.
What it looks like on WhatsApp
Customer: Hi, do you install access control systems for offices? We have two floors. (example)
AeroChat: Yes, we design and install access control for offices of every size. Roughly how many doors, and when would you need it?
Customer: About 12 doors, before March. I’m Priya from Northgate Logistics.
AeroChat: Thanks, Priya. Our project team will send you options today. Is this the best number to reach you?
In Pipeliner CRM: a new contact for Priya and a lead “Access control, 12 doors” at the first step of your lead process, lead source WhatsApp, owner set to your sales rep, with a note of the conversation.
Customer: We’ve reviewed the proposal and we’d like to go ahead. What’s next? (example)
AeroChat: Great news. I’ve let Marco know, and he’ll send the agreement today. Would Thursday at 10am suit for a short kickoff call?
Customer: Thursday 10am works.
In Pipeliner CRM: the opportunity moves to the Negotiation step (example), and an appointment for Thursday at 10am appears on Marco’s calendar, linked to the contact and the opportunity.
Works on every chat channel
Your leads and customers message you wherever they already are. The same Pipeliner CRM connection and the same workflows run on every channel AeroChat supports, and Pipeliner 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 products or services, book a meeting, or ask for a callback, and land in Pipeliner CRM as a lead. 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 Pipeliner CRM’s public REST API. Pipeliner CRM is now sold as Coevera, and its API is documented in Coevera’s developer documentation. Through it, AeroChat finds contacts, reads leads and opportunities, and creates or updates contacts, leads, notes, tasks and appointments.
- What AeroChat reads from Pipeliner CRM: contacts and accounts, leads and opportunities with their step, value, closing date and owner, your pipelines and steps, lead sources and users.
- What AeroChat writes to Pipeliner CRM: new contacts and leads, updated opportunity steps, values and closing dates, notes, tasks and appointments.
To connect, a space administrator goes to Administration, then Units, Users & Roles, then Applications, and creates an API application for AeroChat. They set what it may read and change under Edit Permissions, then copy the user name and password, which are shown in full only once. Every Pipeliner CRM plan includes the API, with a monthly call allowance that depends on the plan.
You describe the workflow in your own words, for example “when a new lead messages, ask what they need, create the lead in Pipeliner with WhatsApp as the source and book a call with the owner”. AeroChat builds the workflow as a draft and asks for the Pipeliner credentials by name. You enter them in the AeroChat dashboard. They never pass through the conversation.
Workflows to copy
Six ready-made workflows for Pipeliner CRM. Copy one into AeroChat, add your Pipeliner credentials, and it runs on every channel.
1. Turn a new chat lead into a Pipeliner lead
Copy this into AeroChat
When someone new asks about our products or services, answer their question first from our knowledge base. Then ask for their name, company and what they are looking for. Search Pipeliner CRM for a contact with the phone number they are messaging from. If there is none, create a contact with their name, company, phone number and email if given. Create a lead linked to the contact, named with what they asked about, with the lead source set to the channel they used and the owner set to Marco (example). Add a note with a two-line summary of what they asked about.
2. Book a meeting and log it in Pipeliner
Copy this into AeroChat
When a customer asks to meet or talk through a proposal, offer times within our hours, Monday to Friday 9am to 5pm (example), and agree one. Find their contact in Pipeliner CRM. Create an appointment for 30 minutes (example) at the agreed time, owned by the owner of their lead or opportunity, linked to the contact and that lead or opportunity, with the subject “Call with” and their name. Confirm the day, time and who they will speak to.
3. Recognise a returning customer
Copy this into AeroChat
When someone messages, search Pipeliner CRM for a contact with the phone number they are messaging from, or by email if they give one. If you find one, read their open leads and opportunities and the owner. Greet them by name and ask whether they are getting in touch about their open opportunity. Tell them who is looking after them, and hand the conversation to that person if they ask. Never share details from another contact’s record.
4. Move an opportunity to the next step
Copy this into AeroChat
When a customer with an open opportunity in Pipeliner CRM says they accept a proposal, move the opportunity to the Negotiation step (example) and add a note with what they said. If they ask for a proposal, move it to the Proposal step (example) and create a task for the owner titled “Send proposal”, due tomorrow. If they say they have chosen someone else, do not change the step, add a note and hand the conversation to the owner.
5. Log a note after the chat
Copy this into AeroChat
When a conversation with a customer who has a lead or opportunity in Pipeliner CRM ends or is handed over, add a note to it with a short summary: what they asked, what we answered, anything they said about budget or timing, and what they are waiting for from us. Keep it under five lines.
6. Create a follow-up task
Copy this into AeroChat
When a customer asks for a callback, a brochure or a price list, find their contact in Pipeliner CRM, or create one as in our new-lead workflow. Create a task for the owner of their lead or opportunity, titled with what they asked for, due by the end of the next working day (example), linked to the contact. Tell the customer who will follow up and by when.
Who uses it
Pipeliner CRM runs sales pipelines for B2B teams: distributors, manufacturers, technology and professional services firms that sell through a defined process with several steps. The recipes above fit any of them once you change the steps, owners and questions to your own. See more WhatsApp CRM workflows.
What stays in Pipeliner CRM
AeroChat handles the conversation. Pipeliner CRM stays the record: contacts, accounts, leads, opportunities, steps, owners, your calendar, tasks and reports. Every lead and appointment AeroChat creates appears in Pipeliner CRM like any other, so your team works the same way. Keep your steps and users in Pipeliner CRM up to date, so AeroChat moves records to steps and owners that exist.
WhatsApp workflows that use Pipeliner CRM
These end-to-end WhatsApp workflows run with Pipeliner CRM behind them. See them all in the WhatsApp workflows library.
- WhatsApp CRM workflows
- WhatsApp Review Requests After Every Visit or Order
- WhatsApp Win-Back Messages for Lapsed Customers
Questions
Does AeroChat work with Pipeliner CRM?
Yes. It connects through Pipeliner CRM’s public API with an API application you create in your own Pipeliner space. It is not a Pipeliner CRM product or listing.
Can WhatsApp leads go straight into Pipeliner CRM?
Yes. When a lead messages on WhatsApp, Instagram or any other channel, AeroChat creates the contact and the lead with the channel as its source, adds a note and can book a meeting with the owner.
Do I need a developer?
No. You describe the workflow, AeroChat builds it, and a space administrator creates an API application in Pipeliner CRM and pastes its credentials into the dashboard.
Which plan do I need?
On the Pipeliner CRM side, every plan includes the API, and the monthly call allowance depends on the plan. On AeroChat, workflows via Skills are on every plan. Choose the plan by how many messages you get: Starter covers 500 AI responses a month, Growth 2,000 and Advanced 5,000.
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 Pipeliner CRM to your chat
Paste the new-lead recipe, add your Pipeliner credentials, and message your own number asking about your services.
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