Automating communication in Pipedrive can dramatically enhance your team's efficiency by reducing manual outreach and ensuring timely follow-ups. With HelloSend, you can integrate messaging directly into your Pipedrive workflows, enabling your team to focus more on closing deals and less on repetitive tasks.
This guide walks you through setting up webhook-based automation that connects your Pipedrive pipeline to HelloSend. By triggering SMS or WhatsApp messages when specific events—like a deal stage change—occur, you can keep customers informed, improve response times, and streamline your sales process end-to-end.
Supported Integrations
Supported Channels
✅ Step-by-Step Installation Guide
1Create a Webhook in HelloSend
- Log in to HelloSend
- Navigate to Messaging → Automation → Webhook
- Click on the "Create Webhook" button
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Fill in the Webhook Details:
- Enter a Friendly Name for easy identification
- Select the "From" number
- In the "To Number Fields", choose a CRM module that includes phone fields
- Select the associated module's phone field (if applicable)
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Message Body Setup:
- Choose a module-specific message template
- Note: If a template is selected, the message body becomes read-only
- Click "Create Webhook URL"
The webhook will be generated and listed in the Webhook table at the top of the page.
2Set Up Automation in Pipedrive
- Open Pipedrive and click on the three-dot menu on the left sidebar
- Go to Automations, then click "Automation"
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Create the Automation Workflow:
- Select a trigger event (e.g., when a deal stage changes)
- Add conditions as needed
- Click "+" to add an action
- Choose "Webhook" as the action type
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Connect HelloSend Webhook:
- In the top right, click Automate Webhook ” to create a webhook action.
- Copy the desired Webhook URL from HelloSend
- Paste the URL into the "Endpoint URL" field in Pipedrive
- Use the same Friendly Name as in HelloSend
- Click Save
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Define Webhook Request:
- Choose Method: POST
- In the key-value pair, enter: id → Deal ID
- Click "Apply Action"
- Set the automation toggle to Active
3Automation Trigger Example
When a deal stage changes in Pipedrive, the webhook will automatically trigger, sending a message using the selected HelloSend template to the person associated with that deal.
✅ Benefits of Pipedrive Automation with HelloSend
Automated Messaging
Send WhatsApp or SMS automatically based on deal events
CRM Integration
Tight linkage between Pipedrive data and HelloSend messaging
No Manual Intervention
Streamlined communication without needing human follow-up
Multi-Number Support
Flexibility to choose from multiple sending numbers.
Template-Based Messaging
Ensures consistency with pre-approved templates
📌 Conclusion
By integrating HelloSend with Pipedrive's automation tools, you can create efficient, timely, and personalized messaging workflows. Whether you're sending updates, reminders, or follow-ups, HelloSend ensures every message is delivered to the right person at the right time—automatically.
Let me know if you want a version specifically tailored for WhatsApp, SMS, or campaign-based triggers too.
