Supercharge Pipedrive with SMS, Calls & WhatsApp. Connect directly to customers' preferred channels for instant, personalized outreach.

In Nurture my leads, Communicate with leads, Manage my accounts, Support my customers

Description

HelloSend transforms how you communicate with prospects and customers directly from Pipedrive. Our seamless integration brings powerful SMS, WhatsApp, and calling capabilities to your CRM workflow.

KEY FEATURES:

Send SMS and WhatsApp messages directly from contact records
Create automated multi-step messaging sequences
Deploy bulk SMS campaigns with personalized fields
Make and log calls without leaving Pipedrive
Access pre-built message templates for quick responses
Track delivery and engagement metrics
Set up conditional workflows based on customer replies
Two-way messaging with full conversation history

PERFECT FOR:

Sales teams sending follow-ups after calls, automating appointment reminders via SMS, and re-engaging prospects with personalized texts.
Customer success teams delivering instant support through WhatsApp, sending important notifications, and creating automated onboarding sequences.
Marketing teams running SMS promotions, gathering feedback through text surveys, and nurturing leads.

WHY CHOOSE HELLOSEND:

Increase response rates with direct mobile messaging
Save time with automated follow-up sequences
Maintain complete communication records in Pipedrive
Simple setup with no technical knowledge required
Affordable pricing with flexible plans

Our SMS, call, and WhatsApp solution seamlessly integrates with your existing Pipedrive workflow.

👉 For Demo

Features

Panels

Instantly see and interact with SMS, Call & WhatsApp Integration for Pipedrive as you dive into the details of your deals/contacts in Pipedrive.

HelloSend DM

Locations:deal detailsperson detailsorganization details

Pop-up windows

Tackle complex tasks in SMS, Call & WhatsApp Integration for Pipedrive without leaving Pipedrive via their customized pop-up windows.

HelloSend Campaign

Locations:deal listPeople list

Quick access

Easily access SMS, Call & WhatsApp Integration for Pipedrive and their customized floating window anywhere in Pipedrive via the top bar.

HelloSend Call

Locations:Top barPhone numbers

HelloSend Call lets you make calls with one click, auto-log details in CRM, and track interactions effortlessly.

Installation instructions

Our SMS/Call/WhatsApp app supports industries like Healthcare, Real Estate, Education, Retail, Finance, Travel, E-commerce, and Events, providing tailored messaging solutions.

Installation Steps

Install the App : Click the installation link to get started.
Connect Channels
- Twilio SMS
  - Log in to your Twilio account.
  - Copy the Account SID and Auth Token.
  - Paste them into the app to authenticate and click Authorize.
- RingCentral SMS
  - Click Authorize to connect your RingCentral account.
- WhatsApp Service
  - Follow the link to connect your WhatsApp number.
- Twilio Call
  - Log in to Twilio. Copy Account SID and Auth Token. Paste them into the app and click Authorize.
Send SMS / WhatsApp from Pipedrive
Open Contacts in Pipedrive. In the contact's detail view, the HelloSend DM panel auto-fills the "From" and "To" fields. Compose a message or select a template. Sent and received messages are logged in Notes/Activities. Access HelloSend via the menu icon in the DM panel.
Call from Pipedrive
Open Contacts in Pipedrive. Click the Click-to-Call icon next to the contact's phone number to initiate a call. Call logs are automatically saved in the Activities of the corresponding record.