Knowledge Base

How to set up integration with Pipedrive

After connecting the integration, the settings are displayed in the “Integration with CRM” tab. There we configure the roles of employees.

How to choose a role for an employee

The role determines which chats an employee will see in Wazzup chats. To assign roles, click “Select” → a modal window will open with a list of all employees from CRM.

Role settings apply only to Wazzup chats. In Pipedrive chats, every employee sees all chats, regardless of role.

If not all employees or funnels are displayed in the list, click “Update data from CRM” — everything will be pulled up.

For each employee, select one of the roles:

  • “Sales rep” — can write only to those clients for whom he appointed responsible in CRM. He does not see the correspondence of others.
  • “Manager” — sees all correspondence and can write to any client.
  • “Quality Control” — sees all correspondence, but cannot write anything to clients.

If only the seller responsible for the client works with the client:

As soon as the employee answers, he needs to indicate in the contact card that he is responsible for him. This is necessary so that the chat is displayed only at the seller who took the client in Wazzup chats. For other employees with the “Sales rep” role, the chat will disappear.

That’s it, you’ve configured which chats will be seen by salespeople and how customers will be distributed between them.

A window will pop up asking you to test the chats. We will automatically send you a test message to the first WhatsApp, WhatsApp Business API (WABA) or Telegram channel you add. You’ll be able to go straight to the chats and test the integration or do it later.

If you have salespeople with access to multiple channels or employees with the “Manager” role make a couple more settings.