Pipedrive integrates WhatsApp, Facebook Messenger And DocuSign

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Pipedrive, the CRM and revenue management platform for small businesses, launched a new messaging inbox and three new integrations with strategic apps, including WhatsApp, Facebook Messenger, and DocuSign.

With WhatsApp and Facebook Messenger, integration enables Pipedrive users to get new leads from messenger tools and have conversations with them directly from their CRM. An integration with DocuSign allows users to create, send, sign and manage online sales documents without switching between different tabs.

“During the past couple of years, we have witnessed a tremendous shift in digitalization in all business areas, including sales. Talking to our customers has clearly indicated that technology has changed sales professionals’ expectations of the tools they use. Supporting remote sales with secure, smart, and intuitive solutions that enable sales professionals to manage all customer conversations, proposals, quotes, and contracts within their CRM is nowadays a must-have,” said Shaun Shirazian, CPO, Pipedrive.

With a total of 3.3 billion users, WhatsApp and Facebook Messenger are the most popular communication platforms globally and are some of the most searched and requested integrations on Pipedrive Marketplace. The tremendous growth of messaging apps offers endless opportunities for sales professionals to use these platforms for lead generation and conversations with prospects and customers. With the new messenger inbox and integrations, Pipedrive users can:

  • Add contacts, leads, or deals from conversations in a second.
  • Automatically store conversation history in a related contact, lead or deal.
  • Get shared access to all conversations within the team for a better context.
  • Organize all the conversations and assign them to the right team members.

The DocuSign integration complements Pipedrive’s own Smart Docs tool, as users can create envelopes in Smart Docs and send them out for signature using DocuSign. By integrating DocuSign into Pipedrive workflow, the users can:

  • Have secure electronic signature features at their fingertips.
  • Customize the message they send to their client.
  • Set the signing order to ensure that the document is signed by the right parties at the right time.
  • Customize their signature in a way that’s reflective of a physical signature.

Facebook Messenger, WhatsApp, and DocuSign apps can be downloaded from Pipedrive Marketplace, accompanied by more than 320 other apps covering the whole revenue cycle.