Have your WhatsApp inside Pipefy

Manage WhatsApp conversations directly in Pipefy cards without leaving the platform

Every WhatsApp conversation becomes a card in Pipefy. Complete history, total automation.

0
App switching required
100%
History preserved in Pipefy
Auto
Card creation per message

End the Inefficiencies in your Customer Service

Transform common problems into automatic solutions with WhatsApp + Pipefy integration

Time Waste

Sales team spends hours manually copying information from WhatsApp to Pipefy

Automatic Synchronization

All messages, files and information automatically synchronized between WhatsApp and Pipefy

Registration Errors

Manual typing generates inconsistencies in customer and opportunity information

Complete History

Access the entire conversation history, images and documents directly on the Pipefy card

Lost Leads

Without integration, important messages are forgotten and opportunities are lost

Integrated Communication

Send messages, documents and files attached to cards to WhatsApp directly from within Pipefy

Result: 100% Efficient Service

With WhatsApp + Pipefy integration, all conversations, histories and data are centralized, eliminating manual errors and increasing your team's productivity.

See the Integration in Action

Watch how automatic synchronization between WhatsApp and Pipefy works in practice

Automatic Synchronization

See how messages automatically appear in Pipefy

Complete History

All conversation history is saved in cards

Direct Response

Reply through Pipefy without leaving the platform

Key Benefits and Features

Transform your service management and boost sales with powerful features that integrate WhatsApp and Pipefy

Automatic Communication

Send messages directly from Pipefy to WhatsApp without switching platforms, speeding up service

Real-time Synchronization

All messages, documents and media are automatically synchronized between platforms

Complete History

Access the entire conversation history, images and documents directly on the Pipefy card in the comments area

Pipefy Automation with WhatsApp

Increase Pipefy efficiency by integrating WhatsApp into automations, triggers like phase changes or field updates

Attached File Sending

Send files attached to Pipefy cards like documents, images, contracts and save time

Team Distribution

Automatically distribute service to the right team, avoiding bottlenecks

Everything Integrated in One Place

Sending and receiving files and audio
Automatic lead registration
Automatic movement between phases
Centralized business data and metrics

How Does the Integration Work in Practice?

Understand the complete flow of how your sales team will work more efficiently with WhatsApp + Pipefy integration

1

Lead arrives via WhatsApp

Customer contacts via WhatsApp and is automatically registered in the system.

2

Automatic registration in Pipefy

A card is created with customer data and distributed to the appropriate team.

3

Synchronized communication

Messages, documents and audio are saved directly in Pipefy history.

4

Sales closing

Complete follow-up until closing, without losing important information.

Detailed Integration Flow:

Lead sends message or fills form integrated to WhatsApp

System identifies contact and creates/updates card in Pipefy automatically

Salesperson receives notification and can start service through Pipefy or WhatsApp

All interactions are synchronized between platforms in real time

As the lead advances, it automatically moves between funnel stages

Sending messages through Pipefy

Reply directly from Pipefy using WhatsApp command

Synchronized documents and files

Images, PDFs and audio are stored in customer history

Smart distribution

Leads are automatically distributed to the correct team

Pipefy Synchronization Plugin

Automatic synchronization between WhatsApp and Pipefy with bidirectional conversations

Time Savings

Real-time tracking and conversation history in Pipefy cards

Maximum Agility

Send messages to leads and customers without leaving Pipefy

Automatic Saving

Images and audio sent are saved in Pipefy history

PlanMessages/MonthMonthly Value
Plan 1
1,000$37
Plan 2
1,500$56
Plan 3
2,000$70
Plan 4
5,000$126
Plan 5
10,000$186
Plan 6
20,000$260
Plan 7
50,000$418
Plan 8
100,000$520
Plan 9
200,000$940

💰 What is a Message?

Counted every time WhatsApp content is saved to Pipefy or a message is sent from Pipefy to WhatsApp.

⚡ Automatic Upgrade

When exceeding the contracted limit, automatic change to higher category. No service interruption.

⚠️ Cancellation Policy

Example: Contracted on Jan 2nd for 1,000 operations. Cancellation requested on Jan 15th → Cancellation effective on Feb 2nd.

IMPORTANT: Pipefy API plans must be contracted directly with Pipefy

Frequently Asked Questions about Pipefy WhatsApp

Get answers about the most powerful integration to automate your CRM

1How does the Pipefy WhatsApp integration work?

The integration automatically synchronizes all messages, files and information between WhatsApp and Pipefy. Every WhatsApp conversation becomes a Pipefy card with complete history and you can respond directly from Pipefy without leaving the platform.

2Do I need to switch between apps to use WhatsApp and Pipefy?

No! With our integration, you manage WhatsApp conversations directly in Pipefy cards without leaving the platform. Zero app switching required, maximum productivity guaranteed.

3Is conversation history saved in Pipefy?

Yes, 100% of history is preserved in Pipefy. All messages, images, documents and audios are stored directly in the client's card in Pipefy's comments section.

4Can I send messages from Pipefy to WhatsApp?

Perfectly! You can send messages, documents and attached files from cards to WhatsApp directly from within Pipefy, creating integrated and efficient communication.

5Does the integration create cards automatically?

Yes! Every message or lead that comes through WhatsApp is automatically registered in the system, creating a Pipefy card with client data and distributing to the appropriate team.

6How is service distribution handled?

Leads are automatically distributed to the right team through intelligent rules, avoiding bottlenecks and ensuring each customer is served by the appropriate professional.

7What files can be synchronized?

All types: text messages, images, PDFs, audios, documents and contracts. Everything is stored in the client's history in Pipefy for easy team access.

8Does the integration work with Pipefy automations?

Yes! You can integrate WhatsApp into Pipefy automations, creating triggers like phase changes or field updates, further increasing your process efficiency.

Still have questions? Contact us!

Simple, efficient and ready to boost your sales!

Integrate WhatsApp with Pipefy today and see your productivity soar

Organize.Chat

Organize and automate your company's WhatsApp. Implement intelligent bots that reduce operational costs and increase conversions.

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