{"id":88864,"date":"2026-07-24T21:00:00","date_gmt":"2026-07-24T21:00:00","guid":{"rendered":"https:\/\/www.autoforwardtext.com\/blog\/?p=88864"},"modified":"2026-07-16T20:10:46","modified_gmt":"2026-07-16T20:10:46","slug":"forward-whatsapp-sms-messages-to-pipedrive","status":"publish","type":"post","link":"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/","title":{"rendered":"How to Forward WhatsApp and SMS Messages to Pipedrive Automatically"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Pipedrive is built around people, deals, activities, and follow-up. The problem is that many real sales conversations begin outside Pipedrive on WhatsApp, a mobile phone, an Android SIM, an iPhone Shortcut, or a connected business number.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.autoforwardtext.com\/\">AutoForward Text<\/a> can automatically send supported incoming WhatsApp and SMS messages into Pipedrive so those conversations become visible inside the sales pipeline.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When a message arrives, AutoForward Text can use the sender&#8217;s phone number to find an existing Pipedrive person or create a new one. The incoming message can then be added as a note, and the integration may also create or associate a deal or follow-up activity depending on the current workflow.<\/p>\n\n\n\n<style data-wp-block-html=\"css\">\nul, ol { padding-left: 24px; }\n    li { margin-bottom: 8px; }\n    .lead { font-size: 19px; color: #374151; }\n    .box { background: #f9fafb; border: 1px solid #e5e7eb; border-radius: 14px; padding: 20px; margin: 24px 0; }\n    .cta { background: #eff6ff; border: 1px solid #bfdbfe; border-radius: 16px; padding: 24px; margin: 34px 0; }\n    .cta h2, .cta h3 { margin-top: 0; border: 0; padding-bottom: 0; }\n    .button { display: inline-block; background: #2563eb; color: #ffffff !important; padding: 12px 18px; border-radius: 8px; margin-top: 10px; text-decoration: none; }\n    .note { background: #fff7ed; border: 1px solid #fed7aa; border-radius: 14px; padding: 18px; margin: 24px 0; }\n    .warning { background: #fef2f2; border: 1px solid #fecaca; border-radius: 14px; padding: 18px; margin: 24px 0; }\n    table { width: 100%; border-collapse: collapse; margin: 22px 0; font-size: 15px; }\n    th, td { border: 1px solid #e5e7eb; padding: 12px; text-align: left; vertical-align: top; }\n    th { background: #f3f4f6; color: #111827; }\n    code { background: #f3f4f6; padding: 2px 6px; border-radius: 5px; font-size: 90%; }\n    .toc { background: #f9fafb; border: 1px solid #e5e7eb; border-radius: 14px; padding: 20px; margin: 28px 0; }\n    .toc h2 { margin-top: 0; border: 0; padding-bottom: 0; font-size: 24px; }\n    .example-message { background: #f8fafc; border-left: 5px solid #2563eb; padding: 18px; margin: 22px 0; border-radius: 10px; }\n    .image-placeholder { border: 2px dashed #cbd5e1; background: #f8fafc; color: #475569; border-radius: 14px; padding: 18px; margin: 26px 0; font-size: 15px; }\n    .flow { text-align: center; font-size: 17px; line-height: 1.9; }\n<\/style>\n\n<script type=\"application\/ld+json\">\n{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[\n{\"@type\":\"Question\",\"name\":\"Can I forward WhatsApp messages to Pipedrive?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Yes. Supported incoming WhatsApp messages from connected accounts can be sent into Pipedrive as people, notes, deals, or follow-up activities.\"}},\n{\"@type\":\"Question\",\"name\":\"Can I forward incoming SMS to Pipedrive?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Yes. AutoForward Text can send supported incoming SMS messages from connected phones and numbers into Pipedrive.\"}},\n{\"@type\":\"Question\",\"name\":\"Do I need a Pipedrive forwarding rule?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"No. The current MVP processes supported new messages automatically after Pipedrive is connected.\"}},\n{\"@type\":\"Question\",\"name\":\"Can I choose which device sends messages to Pipedrive?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Not currently. Pipedrive forwarding is account-wide and applies to supported messages from all connected devices and WhatsApp accounts.\"}},\n{\"@type\":\"Question\",\"name\":\"Where do I find my Pipedrive company domain?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Open Pipedrive in your browser and use the company domain shown in the address, such as yourcompany.pipedrive.com.\"}},\n{\"@type\":\"Question\",\"name\":\"Where do I find my Pipedrive API token?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Open your Pipedrive personal settings or preferences and look for the API section.\"}},\n{\"@type\":\"Question\",\"name\":\"Are old messages imported into Pipedrive?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"No. The integration processes supported new messages received after the Pipedrive connection is active.\"}}\n]}\n<\/script>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_85 ez-toc-wrap-left counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 eztoc-toggle-hide-by-default' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#Quick_Answer_How_to_Forward_WhatsApp_and_SMS_to_Pipedrive\" >Quick Answer: How to Forward WhatsApp and SMS to Pipedrive<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#Turn_Incoming_Messages_Into_Pipedrive_Records\" >Turn Incoming Messages Into Pipedrive Records<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#Why_Connect_Incoming_Messages_to_Pipedrive\" >Why Connect Incoming Messages to Pipedrive?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#Why_WhatsApp_Is_Important_for_Pipedrive_Users\" >Why WhatsApp Is Important for Pipedrive Users<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#What_AutoForward_Text_Creates_in_Pipedrive\" >What AutoForward Text Creates in Pipedrive<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#Supported_Message_Sources\" >Supported Message Sources<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#Connected_WhatsApp_Account\" >Connected WhatsApp Account<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#Android_SMS\" >Android SMS<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#iPhone_Shortcuts\" >iPhone Shortcuts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#Twilio_Numbers\" >Twilio Numbers<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#Virtual_Numbers\" >Virtual Numbers<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#How_the_Pipedrive_Integration_Works\" >How the Pipedrive Integration Works<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#What_You_Need_Before_You_Begin\" >What You Need Before You Begin<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#How_to_Find_Your_Pipedrive_Company_Domain\" >How to Find Your Pipedrive Company Domain<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#How_to_Find_Your_Pipedrive_API_Token\" >How to Find Your Pipedrive API Token<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#How_to_Connect_Pipedrive\" >How to Connect Pipedrive<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#1_Sign_In_to_AutoForward_Text\" >1. Sign In to AutoForward Text<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#2_Open_CRM_Integrations\" >2. Open CRM Integrations<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-19\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#3_Find_Pipedrive\" >3. Find Pipedrive<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-20\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#4_Enter_the_Company_Domain\" >4. Enter the Company Domain<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-21\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#5_Enter_the_API_Token\" >5. Enter the API Token<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-22\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#6_Save_the_Connection\" >6. Save the Connection<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-23\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#7_Run_a_Test_Push\" >7. Run a Test Push<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-24\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#How_to_Test_the_Pipedrive_Connection\" >How to Test the Pipedrive Connection<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-25\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#How_Person_Matching_Works\" >How Person Matching Works<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-26\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#Forward_WhatsApp_Messages_to_Pipedrive\" >Forward WhatsApp Messages to Pipedrive<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-27\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#Forward_Incoming_SMS_to_Pipedrive\" >Forward Incoming SMS to Pipedrive<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-28\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#People_Notes_Deals_and_Activities\" >People, Notes, Deals, and Activities<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-29\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#Best_Business_Use_Cases\" >Best Business Use Cases<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-30\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#1_Real_Estate_Sales\" >1. Real Estate Sales<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-31\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#2_Local_Service_Companies\" >2. Local Service Companies<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-32\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#3_B2B_Sales_Teams\" >3. B2B Sales Teams<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-33\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#4_Automotive_Sales\" >4. Automotive Sales<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-34\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#5_Recruitment_and_Staffing\" >5. Recruitment and Staffing<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-35\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#6_Travel_and_Hospitality\" >6. Travel and Hospitality<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-36\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#7_Agencies_and_Consultants\" >7. Agencies and Consultants<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-37\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#8_Existing_Business_Numbers\" >8. Existing Business Numbers<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-38\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#Common_Problems_and_Fixes\" >Common Problems and Fixes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-39\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#Frequently_Asked_Questions\" >Frequently Asked Questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-40\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#Can_I_forward_WhatsApp_messages_to_Pipedrive\" >Can I forward WhatsApp messages to Pipedrive?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-41\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#Can_I_forward_incoming_SMS_to_Pipedrive\" >Can I forward incoming SMS to Pipedrive?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-42\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#Can_I_use_my_existing_mobile_number\" >Can I use my existing mobile number?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-43\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#Do_I_need_Twilio\" >Do I need Twilio?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-44\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#What_happens_if_HubSpot_or_GoHighLevel_is_also_connected\" >What happens if HubSpot or GoHighLevel is also connected?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-45\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#How_does_AutoForward_Text_find_the_Pipedrive_person\" >How does AutoForward Text find the Pipedrive person?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-46\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#Can_it_create_deals_or_activities\" >Can it create deals or activities?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-47\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#Can_I_reply_from_Pipedrive_and_send_the_message_back\" >Can I reply from Pipedrive and send the message back?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-48\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#Where_do_I_find_my_Pipedrive_company_domain\" >Where do I find my Pipedrive company domain?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-49\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#Where_do_I_find_my_Pipedrive_API_token\" >Where do I find my Pipedrive API token?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-50\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#Are_old_messages_imported\" >Are old messages imported?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-51\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#How_do_I_stop_messages_going_to_Pipedrive\" >How do I stop messages going to Pipedrive?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-52\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#Final_Thoughts\" >Final Thoughts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-53\" href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-whatsapp-sms-messages-to-pipedrive\/#Forward_WhatsApp_and_SMS_Messages_to_Pipedrive\" >Forward WhatsApp and SMS Messages to Pipedrive<\/a><\/li><\/ul><\/nav><\/div>\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Quick_Answer_How_to_Forward_WhatsApp_and_SMS_to_Pipedrive\"><\/span>Quick Answer: How to Forward WhatsApp and SMS to Pipedrive<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Open <strong><a href=\"https:\/\/www.autoforwardtext.com\/helpdesk\/knowledgebase.php?article=54\">CRM Integrations<\/a><\/strong> in AutoForward Text, connect Pipedrive using your company domain and API token, and run a test push.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once the connection is active, supported incoming WhatsApp and SMS messages from all connected devices and accounts are automatically sent to Pipedrive.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AutoForward Text can search Pipedrive using the sender&#8217;s phone number. If a matching person exists, the message can be attached to that record. If no match exists, a new person may be created.<\/p>\n\n\n\n<div class=\"cta\">\n<h3><span class=\"ez-toc-section\" id=\"Turn_Incoming_Messages_Into_Pipedrive_Records\"><\/span>Turn Incoming Messages Into Pipedrive Records<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Connect AutoForward Text to Pipedrive and capture WhatsApp and SMS conversations as people, notes, deals, and follow-up activities.<\/p>\n<p><a class=\"button\" href=\"https:\/\/www.autoforwardtext.com\/\">Connect AutoForward Text to Pipedrive<\/a><\/p><\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Why_Connect_Incoming_Messages_to_Pipedrive\"><\/span>Why Connect Incoming Messages to Pipedrive?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Pipedrive helps sales teams manage opportunities, but it can only help with the conversations that actually reach it.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Many leads still arrive through:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>WhatsApp messages<\/li>\n\n\n\n<li>SMS on a business phone<\/li>\n\n\n\n<li>Direct messages to a salesperson&#8217;s mobile number<\/li>\n\n\n\n<li>After-hours enquiries<\/li>\n\n\n\n<li>Existing numbers that customers already know<\/li>\n\n\n\n<li>Connected Twilio or virtual numbers<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Without automatic CRM logging:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>New leads remain on one employee&#8217;s phone<\/li>\n\n\n\n<li>People are created manually or not at all<\/li>\n\n\n\n<li>Deals are opened late<\/li>\n\n\n\n<li>Follow-up activities are forgotten<\/li>\n\n\n\n<li>Managers cannot see the full customer conversation<\/li>\n\n\n\n<li>Sales reporting becomes unreliable<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Forwarding incoming messages to Pipedrive turns those conversations into records the team can assign, track, and move through a pipeline.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Why_WhatsApp_Is_Important_for_Pipedrive_Users\"><\/span>Why WhatsApp Is Important for Pipedrive Users<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">For many sales teams, <strong><a href=\"https:\/\/www.autoforwardtext.com\/helpdesk\/knowledgebase.php?article=21\" target=\"_blank\">WhatsApp<\/a><\/strong> is where prospects ask the first serious question.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A customer may respond to an advertisement, request a quote, ask about availability, send a property reference, or confirm an appointment. That message may be commercially valuable, but it often remains outside the CRM.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A WhatsApp-to-Pipedrive workflow can help the team:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create a person from the sender&#8217;s phone number<\/li>\n\n\n\n<li>Save the original message as a note<\/li>\n\n\n\n<li>Create or associate a deal<\/li>\n\n\n\n<li>Create a follow-up activity<\/li>\n\n\n\n<li>Keep the lead visible after the first employee reads it<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_AutoForward_Text_Creates_in_Pipedrive\"><\/span>What AutoForward Text Creates in Pipedrive<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"593\" src=\"https:\/\/www.autoforwardtext.com\/blog\/wp-content\/uploads\/2026\/07\/pipedrive-activities-1024x593.jpg\" alt=\"\" class=\"wp-image-88877\" srcset=\"https:\/\/www.autoforwardtext.com\/blog\/wp-content\/uploads\/2026\/07\/pipedrive-activities-1024x593.jpg 1024w, https:\/\/www.autoforwardtext.com\/blog\/wp-content\/uploads\/2026\/07\/pipedrive-activities-300x174.jpg 300w, https:\/\/www.autoforwardtext.com\/blog\/wp-content\/uploads\/2026\/07\/pipedrive-activities-768x445.jpg 768w, https:\/\/www.autoforwardtext.com\/blog\/wp-content\/uploads\/2026\/07\/pipedrive-activities.jpg 1150w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">The integration is designed to turn an incoming business message into useful Pipedrive records.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Depending on the current integration behavior, AutoForward Text can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Search for an existing person by phone number<\/li>\n\n\n\n<li>Create a new person when no match is found<\/li>\n\n\n\n<li>Add the incoming message as a note<\/li>\n\n\n\n<li>Create or associate a deal<\/li>\n\n\n\n<li>Create a follow-up activity<\/li>\n\n\n\n<li>Include the sender&#8217;s phone number<\/li>\n\n\n\n<li>Include the sender&#8217;s name when available<\/li>\n\n\n\n<li>Include the original message body<\/li>\n\n\n\n<li>Include the message source<\/li>\n<\/ul>\n\n\n\n<div class=\"example-message\">\n<p><strong>Example incoming WhatsApp message:<\/strong><\/p>\n<p>Hi, I am interested in the two-bedroom apartment you advertised. Is it still available for viewing this weekend?<\/p>\n<\/div>\n\n\n\n<div class=\"example-message\">\n<p><strong>Possible Pipedrive result:<\/strong><\/p>\n<p>A new person is created using the sender&#8217;s phone number, the message is saved as a note, and a deal or follow-up activity is created for the sales team.<\/p>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Supported_Message_Sources\"><\/span>Supported Message Sources<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.autoforwardtext.com\/blog\/wp-content\/uploads\/2026\/07\/omnichannel-forward-to-pipedrive-1-1024x576.jpg\" alt=\"\" class=\"wp-image-88942\" style=\"width:604px;height:auto\" srcset=\"https:\/\/www.autoforwardtext.com\/blog\/wp-content\/uploads\/2026\/07\/omnichannel-forward-to-pipedrive-1-1024x576.jpg 1024w, https:\/\/www.autoforwardtext.com\/blog\/wp-content\/uploads\/2026\/07\/omnichannel-forward-to-pipedrive-1-300x169.jpg 300w, https:\/\/www.autoforwardtext.com\/blog\/wp-content\/uploads\/2026\/07\/omnichannel-forward-to-pipedrive-1-768x432.jpg 768w, https:\/\/www.autoforwardtext.com\/blog\/wp-content\/uploads\/2026\/07\/omnichannel-forward-to-pipedrive-1.jpg 1200w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Connected_WhatsApp_Account\"><\/span>Connected WhatsApp Account<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Supported <a href=\"https:\/\/www.autoforwardtext.com\/blog\/auto-forward-whatsapp-messages-to-email-or-sms\/\">incoming WhatsApp messages<\/a> can be received by AutoForward Text and pushed into Pipedrive.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Android_SMS\"><\/span>Android SMS<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">An <a href=\"\/download.php\">Android<\/a> phone can receive SMS through its existing SIM card. AutoForward Text then sends supported incoming messages to the dashboard and connected CRM.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"iPhone_Shortcuts\"><\/span>iPhone Shortcuts<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Supported <a href=\"https:\/\/www.autoforwardtext.com\/blog\/how-to-automatically-forward-texts-from-your-iphone\/\" data-type=\"post\" data-id=\"88274\">iPhone<\/a> workflows can use Apple Shortcuts to send incoming message details to AutoForward Text.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Twilio_Numbers\"><\/span>Twilio Numbers<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A connected <a href=\"https:\/\/www.autoforwardtext.com\/blog\/forward-twilio-sms-to-email\/\" data-type=\"post\" data-id=\"88570\">Twilio number<\/a> can receive cloud-based SMS and pass the message into Pipedrive through AutoForward Text.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Virtual_Numbers\"><\/span>Virtual Numbers<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Supported <a href=\"https:\/\/www.autoforwardtext.com\/helpdesk\/knowledgebase.php?article=42\" target=\"_blank\">virtual numbers<\/a> managed through AutoForward Text can also feed incoming-message workflows.<\/p>\n\n\n\n<div class=\"note\">\n<p><strong>The message must first be received by AutoForward Text.<\/strong> If it does not appear in the Inbox or message records, Pipedrive cannot receive it.<\/p>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_the_Pipedrive_Integration_Works\"><\/span>How the Pipedrive Integration Works<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>A customer sends a WhatsApp message or SMS.<\/li>\n\n\n\n<li>The connected source receives it.<\/li>\n\n\n\n<li>AutoForward Text records and processes the incoming message.<\/li>\n\n\n\n<li>The system confirms that Pipedrive is connected.<\/li>\n\n\n\n<li><a href=\"https:\/\/www.pipedrive.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Pipedrive<\/a> is searched for a person matching the sender&#8217;s phone number.<\/li>\n\n\n\n<li>The existing person is used, or a new person is created.<\/li>\n\n\n\n<li>The message is added as a note.<\/li>\n\n\n\n<li>A deal or follow-up activity may be created or associated.<\/li>\n<\/ol>\n\n\n\n<div class=\"box\">\n<p><strong>Example:<\/strong><\/p>\n<p><code>WhatsApp enquiry \u2192 AutoForward Text \u2192 Pipedrive person + note + activity<\/code><\/p>\n<p><code>Incoming SMS \u2192 AutoForward Text \u2192 Pipedrive person + note + deal<\/code><\/p>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>To stop new messages from going to Pipedrive, disconnect Pipedrive from the CRM Integrations page.<\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_You_Need_Before_You_Begin\"><\/span>What You Need Before You Begin<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>An active <a href=\"\/webpanel\/signup.php\">AutoForward Text account<\/a><\/li>\n\n\n\n<li>A Pipedrive account<\/li>\n\n\n\n<li>Permission to access the required Pipedrive company account<\/li>\n\n\n\n<li>Your Pipedrive company domain<\/li>\n\n\n\n<li>Your Pipedrive API token<\/li>\n\n\n\n<li>At least one connected message source<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_to_Find_Your_Pipedrive_Company_Domain\"><\/span>How to Find Your Pipedrive Company Domain<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Your Pipedrive company domain appears in the browser address when you are signed in.<\/p>\n\n\n\n<div class=\"box\">\n<p><strong>Example browser address:<\/strong><\/p>\n<p><code>https:\/\/yourcompany.pipedrive.com<\/code><\/p>\n<\/div>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"687\" src=\"https:\/\/www.autoforwardtext.com\/blog\/wp-content\/uploads\/2026\/07\/pipedrive-company-url.png\" alt=\"\" class=\"wp-image-88871\" srcset=\"https:\/\/www.autoforwardtext.com\/blog\/wp-content\/uploads\/2026\/07\/pipedrive-company-url.png 1024w, https:\/\/www.autoforwardtext.com\/blog\/wp-content\/uploads\/2026\/07\/pipedrive-company-url-300x201.png 300w, https:\/\/www.autoforwardtext.com\/blog\/wp-content\/uploads\/2026\/07\/pipedrive-company-url-768x515.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">In this example, the company domain is <code>yourcompany.pipedrive.com<\/code>.<\/p>\n\n\n\n<div class=\"warning\">\n<p><strong>Do not paste:<\/strong> a complete deal URL, pipeline URL, settings-page URL, or public website address.<\/p>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_to_Find_Your_Pipedrive_API_Token\"><\/span>How to Find Your Pipedrive API Token<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Sign in to Pipedrive.<\/li>\n\n\n\n<li>Open your account or personal settings.<\/li>\n\n\n\n<li>Go to <strong>Personal preferences<\/strong>.<\/li>\n\n\n\n<li>Open the <strong><a href=\"https:\/\/pipedrive.readme.io\/docs\/how-to-find-the-api-token\">API<\/a><\/strong> section.<\/li>\n\n\n\n<li>Copy your personal API token.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"426\" src=\"https:\/\/www.autoforwardtext.com\/blog\/wp-content\/uploads\/2026\/07\/pipedrive-personal-preferences-1024x426.png\" alt=\"\" class=\"wp-image-88873\" srcset=\"https:\/\/www.autoforwardtext.com\/blog\/wp-content\/uploads\/2026\/07\/pipedrive-personal-preferences-1024x426.png 1024w, https:\/\/www.autoforwardtext.com\/blog\/wp-content\/uploads\/2026\/07\/pipedrive-personal-preferences-300x125.png 300w, https:\/\/www.autoforwardtext.com\/blog\/wp-content\/uploads\/2026\/07\/pipedrive-personal-preferences-768x319.png 768w, https:\/\/www.autoforwardtext.com\/blog\/wp-content\/uploads\/2026\/07\/pipedrive-personal-preferences.png 1200w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"724\" src=\"https:\/\/www.autoforwardtext.com\/blog\/wp-content\/uploads\/2026\/07\/pipedrive-api-1024x724.png\" alt=\"\" class=\"wp-image-88874\" srcset=\"https:\/\/www.autoforwardtext.com\/blog\/wp-content\/uploads\/2026\/07\/pipedrive-api-1024x724.png 1024w, https:\/\/www.autoforwardtext.com\/blog\/wp-content\/uploads\/2026\/07\/pipedrive-api-300x212.png 300w, https:\/\/www.autoforwardtext.com\/blog\/wp-content\/uploads\/2026\/07\/pipedrive-api-768x543.png 768w, https:\/\/www.autoforwardtext.com\/blog\/wp-content\/uploads\/2026\/07\/pipedrive-api.png 1200w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Pipedrive may move this setting as its interface changes. Search the account settings for <strong>API token<\/strong> when necessary.<\/p>\n\n\n\n<div class=\"warning\">\n<p><strong>Treat the API token like a password.<\/strong> Do not publish it, include it in screenshots, or send it through an unsecured support message.<\/p>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_to_Connect_Pipedrive\"><\/span>How to Connect Pipedrive<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"640\" src=\"https:\/\/www.autoforwardtext.com\/blog\/wp-content\/uploads\/2026\/07\/crm-integrations-1024x640.jpeg\" alt=\"\" class=\"wp-image-88844\" style=\"width:504px;height:auto\" srcset=\"https:\/\/www.autoforwardtext.com\/blog\/wp-content\/uploads\/2026\/07\/crm-integrations-1024x640.jpeg 1024w, https:\/\/www.autoforwardtext.com\/blog\/wp-content\/uploads\/2026\/07\/crm-integrations-300x188.jpeg 300w, https:\/\/www.autoforwardtext.com\/blog\/wp-content\/uploads\/2026\/07\/crm-integrations-768x480.jpeg 768w, https:\/\/www.autoforwardtext.com\/blog\/wp-content\/uploads\/2026\/07\/crm-integrations.jpeg 1200w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"1_Sign_In_to_AutoForward_Text\"><\/span>1. Sign In to AutoForward Text<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Open your <a href=\"\/webpanel\/signin.php\">AutoForward Text dashboard<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2_Open_CRM_Integrations\"><\/span>2. Open CRM Integrations<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Select <strong>CRM Integrations<\/strong> from the left-hand menu.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"3_Find_Pipedrive\"><\/span>3. Find Pipedrive<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Locate the Pipedrive card and select <strong><a href=\"https:\/\/www.autoforwardtext.com\/helpdesk\/knowledgebase.php?article=56\">Connect Pipedrive<\/a><\/strong> or <strong>Set Up Pipedrive<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"813\" src=\"https:\/\/www.autoforwardtext.com\/blog\/wp-content\/uploads\/2026\/07\/pipedrive-settings-1024x813.png\" alt=\"\" class=\"wp-image-88880\" srcset=\"https:\/\/www.autoforwardtext.com\/blog\/wp-content\/uploads\/2026\/07\/pipedrive-settings-1024x813.png 1024w, https:\/\/www.autoforwardtext.com\/blog\/wp-content\/uploads\/2026\/07\/pipedrive-settings-300x238.png 300w, https:\/\/www.autoforwardtext.com\/blog\/wp-content\/uploads\/2026\/07\/pipedrive-settings-768x609.png 768w, https:\/\/www.autoforwardtext.com\/blog\/wp-content\/uploads\/2026\/07\/pipedrive-settings.png 1400w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"4_Enter_the_Company_Domain\"><\/span>4. Enter the Company Domain<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Enter the Pipedrive domain shown when you are signed in.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"5_Enter_the_API_Token\"><\/span>5. Enter the API Token<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Paste the personal API token copied from Pipedrive.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"6_Save_the_Connection\"><\/span>6. Save the Connection<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Save the integration details.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"7_Run_a_Test_Push\"><\/span>7. Run a Test Push<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Use the test option to confirm that AutoForward Text can access Pipedrive and create the expected sample records.<\/p>\n\n\n\n<div class=\"image-placeholder\"><strong>Suggested screenshot:<\/strong> AutoForward Text Pipedrive setup modal showing the company domain and API token fields.<\/div>\n\n\n\n<div class=\"note\">\n<p><strong>There is no separate \u201cEnable Pipedrive Forwarding\u201d step.<\/strong> Once the connection is active, supported new messages are processed automatically.<\/p>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_to_Test_the_Pipedrive_Connection\"><\/span>How to Test the Pipedrive Connection<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Run the Pipedrive test push from AutoForward Text, then confirm that the sample person, note, deal, or activity appears in Pipedrive.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Next, send a real WhatsApp message or SMS to a connected source. Confirm that it appears in AutoForward Text, then search Pipedrive using the sender&#8217;s phone number.<\/p>\n\n\n\n<div class=\"note\">\n<p><strong>If the test push succeeds but live messages do not appear:<\/strong> the Pipedrive credentials are probably correct. Check the message source and AutoForward Text processing first.<\/p>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_Person_Matching_Works\"><\/span>How Person Matching Works<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Pipedrive uses the term <strong>person<\/strong> for an individual contact. AutoForward Text can use the sender&#8217;s phone number to search for an existing person.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For better matching, store phone numbers in complete international format.<\/p>\n\n\n\n<div class=\"box\">\n<p><code>+14155552671<\/code><\/p>\n<p><code>+971501234567<\/code><\/p>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Inconsistent formatting can create duplicates. If no name is available, the person may initially be created using the phone number.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Forward_WhatsApp_Messages_to_Pipedrive\"><\/span>Forward WhatsApp Messages to Pipedrive<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A typical workflow looks like:<\/p>\n\n\n\n<div class=\"box\">\n<p><code>Customer WhatsApp message \u2192 Connected WhatsApp account \u2192 AutoForward Text \u2192 Pipedrive person, note, deal, or activity<\/code><\/p>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\">This can help with click-to-WhatsApp leads, property enquiries, appointment requests, pricing questions, quote requests, and after-hours leads.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Forward_Incoming_SMS_to_Pipedrive\"><\/span>Forward Incoming SMS to Pipedrive<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A typical workflow looks like:<\/p>\n\n\n\n<div class=\"box\">\n<p><code>Customer SMS \u2192 Existing business phone \u2192 AutoForward Text \u2192 Pipedrive person and note<\/code><\/p>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\">This is especially useful for salespeople with established direct numbers, local service businesses, and companies that only need incoming-message capture.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"People_Notes_Deals_and_Activities\"><\/span>People, Notes, Deals, and Activities<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Record Type<\/th><th>What It Represents<\/th><th>Typical Message Use<\/th><\/tr><\/thead><tbody><tr><td>Person<\/td><td>The individual who sent the message<\/td><td>Created or matched using the phone number<\/td><\/tr><tr><td>Note<\/td><td>The actual content of the conversation<\/td><td>Stores the incoming WhatsApp message or SMS<\/td><\/tr><tr><td>Deal<\/td><td>A potential sale in the pipeline<\/td><td>Useful when the message represents a genuine opportunity<\/td><\/tr><tr><td>Activity<\/td><td>A follow-up action<\/td><td>Used for a call, reply, meeting, quote, or reminder<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Not every message deserves a new deal. A quote request may justify one; a short \u201cThanks\u201d usually only needs a note.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Best_Business_Use_Cases\"><\/span>Best Business Use Cases<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"1_Real_Estate_Sales\"><\/span>1. Real Estate Sales<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Property enquiries received by WhatsApp can become Pipedrive people, notes, deals, and follow-up activities.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"2_Local_Service_Companies\"><\/span>2. Local Service Companies<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Plumbers, electricians, HVAC businesses, contractors, and repair services can capture quote requests from SMS and WhatsApp.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"3_B2B_Sales_Teams\"><\/span>3. B2B Sales Teams<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Salespeople receiving direct messages on company phones can keep Pipedrive updated without manual copying.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"4_Automotive_Sales\"><\/span>4. Automotive Sales<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Vehicle enquiries, test-drive requests, and pricing questions can enter the sales pipeline quickly.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"5_Recruitment_and_Staffing\"><\/span>5. Recruitment and Staffing<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Candidate and client messages can be logged under the correct person and followed up through activities.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"6_Travel_and_Hospitality\"><\/span>6. Travel and Hospitality<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Booking enquiries and group requests received through WhatsApp can be captured as sales opportunities.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"7_Agencies_and_Consultants\"><\/span>7. Agencies and Consultants<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">New enquiries arriving through advertisements or referrals can be turned into deals and assigned for follow-up.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"8_Existing_Business_Numbers\"><\/span>8. Existing Business Numbers<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Companies can keep using established phone numbers while adding CRM visibility.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Common_Problems_and_Fixes\"><\/span>Common Problems and Fixes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Problem<\/th><th>Likely Cause<\/th><th>What to Check<\/th><\/tr><\/thead><tbody><tr><td>Invalid API token<\/td><td>Token copied incorrectly or regenerated<\/td><td>Copy the token again and remove extra spaces<\/td><\/tr><tr><td>Company domain rejected<\/td><td>Wrong domain or complete page URL entered<\/td><td>Use the Pipedrive company domain shown in the browser<\/td><\/tr><tr><td>Test push works but live message does not appear<\/td><td>Message-source or processing issue<\/td><td>Confirm that the message appears in AutoForward Text<\/td><\/tr><tr><td>WhatsApp message missing<\/td><td>WhatsApp account disconnected or message not processed<\/td><td>Check account status and recent incoming messages<\/td><\/tr><tr><td>Duplicate people created<\/td><td>Phone-number formats differ<\/td><td>Use complete international formatting<\/td><\/tr><tr><td>Too many deals created<\/td><td>Routine messages treated as sales opportunities<\/td><td>Use notes for ordinary conversation and deals for genuine leads<\/td><\/tr><tr><td>Person created without a name<\/td><td>The source only provided a phone number<\/td><td>Update the person manually when the name becomes known<\/td><\/tr><tr><td>Old messages missing<\/td><td>Historical messages are not imported automatically<\/td><td>Send a new test message after connecting Pipedrive<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Frequently_Asked_Questions\"><\/span>Frequently Asked Questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Can_I_forward_WhatsApp_messages_to_Pipedrive\"><\/span>Can I forward WhatsApp messages to Pipedrive?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Yes. Supported incoming WhatsApp messages from connected accounts can be sent into Pipedrive as people, notes, deals, or follow-up activities.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Can_I_forward_incoming_SMS_to_Pipedrive\"><\/span>Can I forward incoming SMS to Pipedrive?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Yes. AutoForward Text can send supported incoming SMS messages from connected phones and numbers into Pipedrive.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Can_I_use_my_existing_mobile_number\"><\/span>Can I use my existing mobile number?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Yes. An Android phone can continue receiving SMS through its existing SIM while AutoForward Text pushes supported incoming messages into Pipedrive.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Do_I_need_Twilio\"><\/span>Do I need Twilio?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">No. You can use a connected Android phone, supported iPhone workflow, WhatsApp account, or another available message source.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"What_happens_if_HubSpot_or_GoHighLevel_is_also_connected\"><\/span>What happens if HubSpot or GoHighLevel is also connected?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The same supported incoming message is sent to every connected CRM.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_does_AutoForward_Text_find_the_Pipedrive_person\"><\/span>How does AutoForward Text find the Pipedrive person?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The sender&#8217;s phone number is used where possible. International phone-number formatting improves matching.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Can_it_create_deals_or_activities\"><\/span>Can it create deals or activities?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Depending on the current integration behavior, AutoForward Text can create or associate deals and follow-up activities as well as notes.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Can_I_reply_from_Pipedrive_and_send_the_message_back\"><\/span>Can I reply from Pipedrive and send the message back?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Not through this basic CRM logging workflow. Replies written in Pipedrive are not automatically sent back through the original SMS or WhatsApp channel.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Where_do_I_find_my_Pipedrive_company_domain\"><\/span>Where do I find my Pipedrive company domain?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Open Pipedrive in your browser and use the company domain shown in the address, such as yourcompany.pipedrive.com.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Where_do_I_find_my_Pipedrive_API_token\"><\/span>Where do I find my Pipedrive API token?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Open your Pipedrive personal settings or preferences and look for the API section.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Are_old_messages_imported\"><\/span>Are old messages imported?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">No. The integration processes supported new messages received after the Pipedrive connection is active.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"How_do_I_stop_messages_going_to_Pipedrive\"><\/span>How do I stop messages going to Pipedrive?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Open CRM Integrations and disconnect Pipedrive. Existing Pipedrive records remain, but future messages will no longer be sent.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span class=\"ez-toc-section\" id=\"Final_Thoughts\"><\/span>Final Thoughts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Pipedrive is only useful when genuine sales conversations reach the pipeline.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When WhatsApp and SMS enquiries remain on individual phones, the team loses visibility, deals are created late, and follow-up depends too heavily on memory.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">AutoForward Text gives businesses a practical way to keep using existing WhatsApp accounts and mobile numbers while automatically pushing supported incoming messages into Pipedrive.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For sales teams that need better lead capture and cleaner follow-up, getting the original message into Pipedrive is already a meaningful improvement.<\/p>\n\n\n\n<div class=\"cta\">\n<h2><span class=\"ez-toc-section\" id=\"Forward_WhatsApp_and_SMS_Messages_to_Pipedrive\"><\/span>Forward WhatsApp and SMS Messages to Pipedrive<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Use AutoForward Text to capture incoming business conversations as Pipedrive people, notes, deals, and follow-up activities.<\/p>\n<ul>\n<li>Keep using your existing mobile number<\/li>\n<li>Log supported WhatsApp messages in Pipedrive<\/li>\n<li>Create or update people using the sender&#8217;s phone number<\/li>\n<li>Reduce manual CRM data entry<\/li>\n<\/ul>\n<p><a class=\"button\" href=\"https:\/\/www.autoforwardtext.com\/\">Connect Pipedrive to AutoForward Text<\/a><\/p><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Pipedrive is built around people, deals, activities, and follow-up. The problem is that many real sales conversations begin outside Pipedrive on WhatsApp, a mobile phone, an Android SIM, an iPhone Shortcut, or a connected business number. AutoForward Text can automatically send supported incoming WhatsApp and SMS messages into Pipedrive so those conversations become visible inside [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":88868,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[84],"tags":[],"class_list":["post-88864","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Forward WhatsApp and SMS Messages to Pipedrive Automatically - AutoForward Text<\/title>\n<meta name=\"description\" content=\"Automatically send incoming SMS and WhatsApp messages to Pipedrive. 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