People
Find an existing person by phone number or create one from available details.
Forward WhatsApp and SMS Messages to Pipedrive
Turn supported conversations from existing phones, WhatsApp accounts and connected numbers into Pipedrive people, notes, deals and follow-up activities so sales teams can track leads without manual copying.
WhatsApp to PipedriveSMS LeadsPeople & NotesDeals & Activities
Capture direct enquiries
Keep leads received on business phones visible.
Match Pipedrive people
Use the sender phone number to find or create a person.
Support pipeline follow-up
Add notes, deals or activities where appropriate.
Incoming messages to CRM
Turn Incoming Messages Into Pipedrive People, Notes and Sales Activity
Capture the original enquiry and connect it with the records sales teams use to assign and progress opportunities.
Notes
Attach supported incoming message content to preserve conversation context.
Deals
Create or associate a deal where a message represents a genuine opportunity.
Activities
Create available follow-up activity for calls, quotes, meetings or reminders.
Phone-number matching
Match the Sender to a Pipedrive Person
Complete international phone formatting improves matching. If the source has no name, the person may initially be identified by phone number.
Search Pipedrive using the sender phone number.
Use the existing person or create a new one.
Add the message as a note with available source context.
Use deals for genuine opportunities—not every routine reply.
How it works
From WhatsApp or SMS Enquiry to Pipedrive Activity
A practical workflow captures the lead, preserves the original message and creates only the sales records that make sense.
1. A customer sends a WhatsApp message or SMS.
2. AutoForward Text receives and processes the new event.
3. Pipedrive is searched for a matching person.
4. The person and note are updated, with a deal or activity where supported.
Connect Pipedrive
Connect Pipedrive Using Your Company Domain and API Token
Use the company domain shown when signed in—not a full deal URL—and protect the personal API token like a password.
1
Find Company Domain
Use the domain shown in the Pipedrive browser address, such as yourcompany.pipedrive.com.
2
Copy API Token
Find the API token in your Pipedrive personal preferences or API settings.
3
Enter Credentials
Add the company domain and API token in AutoForward Text CRM Integrations.
4
Run Test Push
Confirm sample records, then test a fresh real message and search by phone number.
Supported sources
Capture SMS and WhatsApp Leads From Connected Channels
The message must first reach AutoForward Text before it can be sent to Pipedrive.
Important limitations
CRM Logging Is Not the Same as Two-Way Messaging
The integration is designed to capture supported new incoming messages in Pipedrive. It does not automatically import old history or send a CRM-written reply back through the original channel.
New messages only
Old conversations are not imported after connection.
Avoid unnecessary deals
Routine messages may only need a note; reserve deals for genuine opportunities.
One-way CRM logging
A Pipedrive comment or note is not automatically sent back to SMS or WhatsApp.
All connected CRMs
If other CRMs are active, supported messages may be sent to each connected platform.
Credentials and data
Protect CRM Access and Test With Non-Sensitive Data
Use least privilege
Grant only the scopes and account access required for CRM record creation.
Protect credentials
Never publish tokens or include them in screenshots and unsecured support messages.
Test with a safe contact
Verify matching and record creation without using sensitive customer data.
Review duplicates
Use international phone formatting and inspect test records before launch.
Pipedrive FAQ
Pipedrive SMS and WhatsApp Integration Questions
Current behavior may evolve, so use the detailed setup guide when connecting your account.
Read the Pipedrive GuideCan I forward incoming SMS to Pipedrive?+
Yes. Supported new incoming SMS from connected AutoForward Text sources can be sent to Pipedrive and stored as people, notes, deals or activities.
Can I forward WhatsApp messages to Pipedrive?+
Yes. Supported new incoming messages from a connected WhatsApp account can be matched to a CRM contact using the sender phone number and added as people, notes, deals or activities.
Can I use my existing mobile number?+
Yes. A supported Android phone can keep receiving SMS through its existing SIM while AutoForward Text sends eligible incoming messages to the connected CRM.
Do I need Twilio?+
No. Sources can also include a connected Android phone, supported iPhone workflow, WhatsApp account, virtual number or another available channel.
How are existing Pipedrive contacts matched?+
The sender phone number is used where possible. Storing numbers in complete international format improves matching and reduces duplicates.
Are old messages imported?+
No. The integration processes supported new messages received after the CRM connection becomes active.
Can I reply from Pipedrive and send the response back?+
Not through the basic CRM logging workflow. A CRM-written response is not automatically sent through the original SMS or WhatsApp channel unless a separate supported workflow is configured.
What credentials are needed to connect Pipedrive?+
The connection requires your Pipedrive company domain and personal API token. Protect these values like passwords and grant only the access needed by the integration.
Connect messages with Pipedrive
Bring WhatsApp and SMS Leads Into Your Pipedrive Pipeline.
Connect Pipedrive, verify phone matching and capture supported new conversations as useful sales records.