The Complete Guide to Sending a WhatsApp message from Pipedrive with Mercuri

Effective customer communication is key to closing deals and maintaining strong relationships. With Mercuri’s WhatsApp integration for Pipedrive, you can send and receive WhatsApp messages directly within your CRM. Plus, with WhatsApp Flows, you can automate processes like lead qualification, appointment booking, and customer support, all without leaving Pipedrive.

In this guide, we’ll walk you through:

How to send WhatsApp messages from Pipedrive
Using WhatsApp Flows for automation
Best practices for managing WhatsApp conversations in your CRM

Pipedrive removes its WhatsApp integration? What to do!

Why Use WhatsApp in Pipedrive?

WhatsApp is the most widely used messaging platform, making it a powerful tool for engaging leads and customers. Integrating WhatsApp into Pipedrive allows you to:

Communicate with leads instantly from within Pipedrive
Automate follow-ups and sales workflows
Collect leads with WhatsApp flows.
Improve response times and customer satisfaction
Track all WhatsApp interactions inside Pipedrive

How to Send WhatsApp Messages from Pipedrive?

Step 1: Install the Mercuri WhatsApp Integration

To get started, install the Mercuri WhatsApp integration from the Pipedrive Marketplace. Once installed, connect your WhatsApp Business account.

Step 2: Open a Contact in Pipedrive

Navigate to any Deal, Contact, or Lead and you’ll see the Mercuri WhatsApp widget inside Pipedrive. Click on it to start a conversation.

Step 3: Select or Create a Message Template

WhatsApp requires businesses to use pre-approved templates for the first message. Choose from existing templates or create a new one for:

Appointment reminders
Follow-ups
Payment confirmations

Step 4: Personalize and Send Your Message

Customize the template with dynamic fields like {First Name}, {Deal Amount}, and more. Then, hit Send to start the conversation.

Step 5: Continue Two-Way Conversations

Once a customer replies, you can chat freely within the 24-hour window without needing a template.

Automate Pipedrive Lead Collection with WhatsApp Flows

WhatsApp Flows allow you to create interactive, no-code workflows that streamline customer interactions. Here’s how to use them inside Pipedrive:

1. Lead Qualification Flow

Automatically qualify leads by sending a WhatsApp Flow that asks a series of questions, such as:

➡️ “What service are you interested in?”

➡️ “What’s your budget range?”

➡️ “When would you like to book a call?”

Responses can be stored inside Pipedrive as custom fields for easy tracking.

2. Appointment Booking Flow

Instead of back-and-forth messages, use WhatsApp Flows to let customers pick an available time slot for meetings or demos.

3. Order & Payment Collection Flow

For eCommerce and service-based businesses, create a flow to:

✅ Confirm order details

✅ Process payments via WhatsApp

✅ Provide instant order confirmations

Best Practices for Using WhatsApp in Pipedrive

✅ Use Quick Replies – Set up canned responses for FAQs.

✅ Segment Your Audience – Tag contacts based on engagement level.

✅ Automate Follow-ups – Send a follow-up message if there’s no response after 24 hours.

✅ Ensure Compliance – Follow WhatsApp’s guidelines to avoid message restrictions.

Start Sending WhatsApp Messages from Pipedrive Today!

With Mercuri’s WhatsApp integration, you can supercharge your sales and support processes. Start sending WhatsApp messages and automating workflows in Pipedrive today! 🚀

Get Started with Mercuri WhatsApp