How to integrate PipeDrive with ControlHippo?

Step for Pipedrive Integration:

[Note: To prevent duplication, the default country code is integrated into the system, thereby ensuring that contacts entered into your CRM are uniquely identified and not replicated.] 

  Watch the video for easy learning!

Step 1: Log in to the ControlHippo Dashboard.

Step 2 :  Go to the section section and navigate to the Integration button under account management.

Step 3: Click on the Integrate button of PipeDrive.

Step 4. A pop-up box will appear, click on the Add to PipeDrive button.

Step 5: You’ll be taken to the Pipedrive login page. Log in using your credentials.

Step 6: Click the "Allow and Install" button.

[Note: You need to make sure that your sub-user has also installed the ControlHippo app in his 

Pipedrive account to make this Whatsapp card module visible to them too.]

Step 7: After logging in, you’ll be redirected to the integration page. Your integration is now complete.

Step 8: A settings box will open. Choose whether you want to sync message activity to Contacts or Deals in Pipedrive.

Step 9: Go to the Chat page and start a conversation with your contacts.

Contacts

Step 10: Open your Pipedrive account. A new contact will appear in the Activity section.

Step 11: Click on the contact to see the synced message in Pipedrive.

Step 12: To send messages from Pipedrive, open a contact and you'll see the messaging module there.

Step 13: Click the "Send WhatsApp Message" button. A box will open where you can type your message.

Deals

Leads

Activity will be synced will be Lead is changed to Deal 

Note: To send a message from Pipedrive, the email address in your Pipedrive and ControlHippo accounts must be the same.

Note: You need to make sure that your sub-user has also installed the ControlHippo app in his 

Pipedrive account to make this Whatsapp card module visible to them too.

Note : If you have any further questions or concerns, please feel free to reach out to us at support@controlhippo.com.