How to connect WhatsApp to Pipedrive

This instruction helps you connect WhatsApp to your Pipedrive account via the Catrina service.

Step 1: Prepare WhatsApp Business Account

• Make sure you have an active WhatsApp Business account
• Get a phone number for the business account
• Register in Facebook Business Manager

Step 2: Setup in Catrina

• Log in to the Catrina admin panel
• Go to the "WhatsApp Bots" section
• Click "Create New Bot"
• Enter the WhatsApp API access token
• Specify the webhook URL

Step 3: Integration with Pipedrive

• Open Pipedrive settings
• Go to the "Integrations" section
• Find Catrina in the list of available integrations
• Connect and authorize access

Step 4: Setting up Automation

• Create message processing rules
• Configure automatic responses
• Specify conditions for creating deals in Pipedrive
• Test the integration