Source preserved
Keep channel and first-contact context.
Integration · Pipedrive
Pipedrive and the inbox working as one sales process.
Connect the conversation that created the lead to the opportunity a rep needs to move.
Use cases
✓Qualified opportunity creation
✓WhatsApp follow-up
✓SDR-to-closer visibility
Workflow
How the flow works
PipedrivePipedrive OAuth
→TheChats.meQualified opportunity creation
→Operational destinationPeople and pipeline events
Actionable pipeline
Record owners and next steps.
Organized handoff
Give qualified leads to sales with a summary.
Synchronized data
✓Name, email and phone
✓Linked organization
✓Person and deal events received by webhook
Requirements and limitations
!Custom fields require mapping
!OAuth permissions depend on the account
!Duplicate rules must be defined before sync
How to configure
1Validate account and permissions
2Connect credentials securely
3Run a test synchronization
4Assign owners and monitor the first workflow
Availability and plan are confirmed for each connector and account type
Outcomes
Outcomes TheChats.me helps your operation pursue
Frequently asked questions
How do I confirm Pipedrive availability?
Availability and the exact workflow depend on account type, permissions and connector rollout stage. These are validated before activation.
Does the team help with setup?
Yes. During a demo we validate the use case, required data and implementation flow.