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: Call, SMS & 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 or RingCentralaccount, or
- Purchase a HelloSend number for SMS, Calls, and WhatsApp capabilities.
✅ Once you complete your installation process, go to Pipedrive to begin using HelloSend features within your Pipedrive CRM.
4Enable Your Communication Number
- Once the service is authorized, your number will be activated.
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You can now begin using HelloSend to:
- Direct SMS messaging: Send personalized one-on-one SMS messages directly from Pipedrive using HelloSend—right from any Person, or deal, with templates, emoji support, and smart suggestions built in.
- SMS campaigns: Run targeted SMS campaigns in Pipedrive with HelloSend—send bulk messages, schedule them, and track delivery without leaving your CRM. Learn more
- CRM automations: Automate SMS and WhatsApp in Pipedrive with HelloSend—trigger messages from deal updates to boost follow-ups and streamline your sales process. Learn more
- Chat conversations: Manage real-time text interactions with deals and customers directly inside Pipedrive.
- Call flows: Configure and manage outbound/inbound call handling using Twilio or RingCentral integrations.
- WhatsApp messages: Send 1-on-1 or automated WhatsApp messages using both business and personal accounts.
- Create notes or activities directly in Pipedrive
✅ 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.
