HelloSend enables you to send SMS, make calls, and send WhatsApp messages directly from your Pipedrive interface. Whether you're engaging a lead, running a campaign, or automating follow-ups, HelloSend helps you manage communications efficiently — all within Pipedrive.
Join our growing user base and bring multi-channel messaging into your sales workflow with ease.
Supported Integrations
Supported Channels
✅ Step-by-Step Installation Guide
1Access the Pipedrive Marketplace
- Log in to your Pipedrive account.
- Navigate to the Pipedrive Marketplace.
2Search and Install HelloSend
- In the search bar, type "HelloSend".
- Click on the app titled "HelloSend: SMS, Call & WhatsApp Integration for Pipedrive".
- Click the Install button and follow the installation instructions.
3Integrate Communication Services
After installation, open the HelloSend Settings.
- Integrate with Twilio, RingCentral, or WhatsApp (Business or Personal).
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You can either:
- Use your own Twilio account for sending SMS and making/receiving voice calls.
- Use your RingCentral account if you only need SMS functionality.
- For WhatsApp, connect via:
- QR code (for mobile-based personal or business accounts)
- WhatsApp Business API (WABA) for official business messaging.
✅ Once you complete your installation process, go to Pipedrive to begin using HelloSend features within your Pipedrive CRM.
4Getting Started with SMS, WhatsApp & Call Features in Pipedrive
Once the service is authorized, your number will be activated. You can now begin using HelloSend to engage customers and streamline workflows directly from Pipedrive.
1. How to Direct SMS Messaging in Pipedrive?
- Navigate to any Person or Deal view.
- Click on the HelloSend DM widget.
- Type your message manually or select a pre-saved template.
- You can include emojis, links, or use smart suggestions.
- Click Send — the message is logged automatically.
2. How to Send SMS Campaigns in Pipedrive with HelloSend?
- Go to the Contacts or Deals section in Pipedrive and select the records you want to include in the campaign.
- In the top-right corner of the table view, click the three-dot menu (⋯).
- From the dropdown options, click on HelloSend Campaign.
- Inside the HelloSend popup, select SMS or WhatsApp Campaign, compose your message or use a template, and schedule it for immediate or later delivery.
- Click Launch to launch your campaign.
- Track delivery and open rates inside the campaign dashboard.
3. How to Create CRM Automations in Pipedrive with HelloSend?
- Go to Pipedrive's Workflow Automation section.
- Create a new automation.
- Set a trigger (e.g., deal moved to "Won").
- Add action: choose HelloSend > Send SMS/WhatsApp.
- Write the message or select a template.
- Save and activate the workflow.
4. How to Use Chat Conversations in Pipedrive with HelloSend?
- Open any Person or Deal record.
- Use the HelloSend DM widget to chat in real time.
- All messages appear in a threaded format.
- You can respond quickly using templates or emoji.
- All conversations are synced and stored for reference.
5. How to Configure Call Flows in Pipedrive?
- In HelloSend settings, go to Call Flow.
- Choose your Twilio number.
- Create call logic: welcome message, sequential/parallel ringing, business hours.
- Assign call flow to your team.
- Save changes — now your number is ready for inbound and outbound calls.
6. How to Send WhatsApp Messages in Pipedrive?
- Go to the HelloSend DM widget inside a Person or Deal.
- Select WhatsApp channel.
- If you've connected a WhatsApp number (QR or WABA), you can send messages directly.
- Use templates or free text.
- All WhatsApp chats sync back to the CRM record.
7. How to Purchase a HelloSend Account?
- Open the HelloSend Dashboard.
- Click on the profile avatar at the top right.
- Choose Manage Subscription.
- Select Monthly or Yearly plan.
- Complete payment and click Done — your account is now active with full access.
8. Do messages appear in the Activities or Notes section in Pipedrive?
- Track all messages within Notes: All incoming and outgoing SMS or WhatsApp messages related to a specific contact are automatically logged in the Notes section of the corresponding Person, Deal, or Lead in Pipedrive.
- Activate SMS in Pipedrive: Enable HelloSend’s SMS functionality to start sending personalized messages directly from within Pipedrive.
- Engage prospects effectively: Use HelloSend for one-on-one messages, bulk campaigns, or automated workflows — all managed from Pipedrive.
- Keep communication organized: Every interaction is recorded under Activities or Notes, giving your team a complete view of each customer conversation in one place.
✅ Benefits of Using HelloSend in Pipedrive
Multi-Channel Messaging
Handle SMS, calls, and WhatsApp in one integrated platform.
Seamless CRM Integration
Communicate directly from your Pipedrive interface.
Easy Setup & Configuration
Quick setup with flexible options to use your own provider or HelloSend numbers.
Automation-Ready
Integrate with Pipedrive workflows to automate follow-ups and notifications.
Improved Engagement
Reach customers faster with their preferred communication channel.
📌 Conclusion
HelloSend is the perfect companion for Pipedrive users who want to supercharge their communication capabilities. With simple setup, flexible integration options, and support for major platforms like Twilio, RingCentral, and WhatsApp, HelloSend helps you stay connected with leads and customers at every stage of the sales journey.
Start using HelloSend today and make your CRM truly conversational.
