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Notifyer System Integration with Pipedrive

Automate your WhatsApp messaging workflows with Pipedrive and Notifyer System

This guide walks you through connecting Notifyer System with Pipedrive to create powerful automated WhatsApp messaging workflows for your sales and CRM processes

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Prerequisites

Before getting started, make sure you have:

Notifyer System Account

Active Notifyer System account with a subscription plan (Monthly or Pay-as-you-go)

Pipedrive Account

Access to Pipedrive CRM platform
New to Notifyer System? Sign up here

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Setting up your Notifyer System account

1

Complete the Embedding Process

Before sending WhatsApp messages, you must complete the platform embedding process, which connects your WhatsApp Business account to Notifyer System.
The embedding process is required by Meta to ensure proper business verification and compliance with WhatsApp Business Platform policies.
2

Set up message templates

Notifyer System provides two methods for sending WhatsApp messages:

Option A: Template messages

WhatsApp templates are pre-approved message formats that allow for personalization while maintaining compliance with WhatsApp policies.

1

Navigate to Templates

Go to Your Templates in your Notifyer dashboard
2

Create Template

Click the Create Template tab at the top of the page
3

Fill out the form

Complete the template creation form with the following details:
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Template Name
string
required
Choose a descriptive name for internal reference
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Language
string
required
Choose your template’s primary language
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Category
string
required
Select the appropriate message category
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Header
image | document | video
Optional: Add an image, document, or video header
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Message Body
string
required
Craft your message content
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Variables
string
Add placeholders using {{1}}, {{2}} format for personalization
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Buttons
button
Optional: Configure call-to-action buttons
4

Submit for review

Click Preview and Submit
Template Creation Interface

Template Creation Interface

Templates typically get reviewed within 24 hours. Creating compliant templates that avoid promotional language increases approval chances.

For simpler communications, you can send non-template messages that include:

Text

Plain text messages within the 24-hour window

Images

Photos and graphics in supported formats

Documents

PDFs, Word docs, and other file types

Videos

MP4 and other supported video formats
Non-template messages can only be sent within the 24-hour customer service window after a customer initiates contact with your business.
3

Connect Notifyer System with Pipedrive

Follow these simple steps to integrate your Pipedrive account with Notifyer System:
1

Access the Integration Page

In your Notifyer dashboard, go to Connect to Pipedrive.
2

Initiate the Connection

Click the ‘Connect Pipedrive Organization’ button.
3

Authorize Access

You’ll be redirected to Pipedrive’s authorization page. Review the permissions and click ‘Authorize’ to grant Notifyer System access to your Pipedrive organization.
4

Confirm Connection

After authorization, you’ll be automatically redirected back to your Notifyer System dashboard. Look for the connection status showing ‘Connected to Pipedrive’ to confirm the integration was successful.
Connecting Notifyer System with Pipedrive

Connecting Notifyer System with Pipedrive

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Integrating with Pipedrive

1

Choose your integration method

You can integrate Notifyer System with Pipedrive using one of these methods:

Via Automation Platforms

Use Make, Zapier, or n8n to connect Pipedrive with Notifyer System

Via Webhooks

Set up Pipedrive webhooks to trigger Notifyer System API calls
For most users, using an automation platform like Make or Zapier provides the easiest setup experience.
2

Set up Pipedrive triggers

Configure Pipedrive to trigger WhatsApp messages based on your sales activities:

Common trigger examples

New Deal

Send welcome messages when new deals are created

Deal Stage Changed

Notify contacts when deal moves to a new stage

Deal Won

Send congratulations and next steps when deals close

Activity Created

Send reminders when new activities are scheduled
3

Map Pipedrive data to Notifyer System

Connect your Pipedrive fields to Notifyer System message parameters:
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Phone Number
string
required
Map from Pipedrive person or organization phone field (ensure format includes country code)
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Template Variables
string
Map Pipedrive fields (name, deal value, etc.) to template variables
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Deal Information
object
Use deal title, stage, value, or custom fields for personalization
Make sure phone numbers in Pipedrive include country codes (e.g., +1234567890) for successful message delivery.
4

Test your integration

  1. Create a test deal or activity in Pipedrive
  2. Verify the WhatsApp message is sent correctly
  3. Check message content and variable substitution
  4. Confirm delivery in your Notifyer System dashboard
Your Pipedrive-Notifyer System integration is now active! Sales activities will automatically trigger WhatsApp messages.

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Example use cases

Deal notifications

Alert team members when new deals are created or updated

Follow-up reminders

Send automatic follow-ups after meetings or calls

Quote delivery

Send quotes and proposals via WhatsApp

Payment reminders

Remind clients about pending payments or invoices

Meeting confirmations

Confirm scheduled meetings with prospects

Welcome messages

Greet new contacts added to your pipeline

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Integration via automation platforms

  • Using Make
  • Using Zapier
  • Using n8n
1

Create scenario

  1. Log in to Make
  2. Create a new scenario
  3. Add Pipedrive as your trigger module
  4. Select your trigger event (e.g., “Watch Deals”)
2

Add Notifyer System module

  1. Click + to add a module
  2. Search for “Notifyer System”
  3. Select your action (Template or Non-template message)
  4. Connect with your Notifyer System API key
3

Map fields

  1. Map Pipedrive phone field to recipient
  2. Map relevant Pipedrive data to template variables
  3. Test the mapping with sample data
See our Make integration guide for detailed instructions.

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Best practices

Ensure all phone numbers in Pipedrive include country codes and follow international format (+1234567890).
Use Pipedrive custom fields to personalize WhatsApp messages with deal-specific information.
Set up automated follow-ups based on deal stages to maintain engagement without overwhelming contacts.
Always test your integration with sample data before activating it for live deals.
Regularly check message delivery rates in your Notifyer dashboard to ensure optimal performance.

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Troubleshooting

1

Verify API key

Ensure your Notifyer System API key is entered correctly
2

Check phone format

Confirm phone numbers include country codes (e.g., +14155552671)
3

Verify trigger

Check that your Pipedrive trigger is firing correctly
4

Check subscription

Verify your Notifyer subscription is active with available credits
1

Check field mapping

Verify Pipedrive fields are correctly mapped to template variables
2

Test data

Ensure your test deal has data in the fields you’re mapping
3

Field names

Double-check that custom field names match exactly in your mapping
1

Check trigger settings

Review your automation platform trigger to avoid duplicate events
2

Add filters

Use filters to prevent messages from sending multiple times for the same event
3

Review workflow

Ensure you don’t have multiple active workflows for the same trigger

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Need help?

Our support team is ready to assist you:

Schedule a demo

Book a personalized walkthrough

Live chat

Click the green chat button in the bottom right corner of the Notifyer System dashboard
For additional automation platform integrations and advanced configurations, please contact our support team or check our integration documentation.
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