How to Install and Set Up HelloSend in Pipedrive

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

✅ Pipedrive

Supported Channels

✅ Twilio
✅ RingCentral
✅ Business WhatsApp
✅ Personal WhatsApp
✅ Twilio Calls

✅ Step-by-Step Installation Guide

1Access the Pipedrive Marketplace

2Search and Install HelloSend

3Integrate Communication Services

After installation, open the HelloSend Settings.

  • Integrate with Twilio, RingCentral, or WhatsApp (Business or Personal).
  • 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.
  • You can now begin using HelloSend to:
    • Direct SMS messaging
    • SMS campaigns
    • CRM automations
    • Chat conversations
    • Call flows
    • WhatsApp messages
    • 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.

Need help? Reach out to assist@hellosend.com
On this page
  1. Step-by-Step Installation Guide
  2. Search and Install HelloSend
  3. Integrate Communication Services
  4. Enable Your Communication Number
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