Have your WhatsApp in Pipefy

End the Inefficiencies in your Customer Service

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

Key Benefits and Features

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

How Does the Integration Work in Practice?

Lead arrives via WhatsApp: Customer contacts via WhatsApp and is automatically registered in the system.
Automatic registration in Pipefy: A card is created with customer data and distributed to the appropriate team.
Synchronized communication: Messages, documents and audio are saved directly in Pipefy history.
Sales closing: Complete follow-up until closing, without losing important information.

Frequently Asked Questions about Pipefy WhatsApp

How 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.
Do 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.
Is 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.
Can 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.
Does 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.
How 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.
What 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.
Does 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.

Pricing & Plans

Automatic synchronization between WhatsApp and Pipefy with bidirectional conversations