Frequently asked question
Pipechat works by recognizing the number you're chatting with on WhatsApp Web and showing you the CRM contact with that phone number, so you can manage the linked deals and create new ones.
If it doesn't find a contact with that phone number, it will let you create a new one or add the phone number to an existing CRM contact.
To install Pipechat, you need to
- Install the app from your CRM Marketplace (Pipedrive or Zoho CRM).
- Install the Chrome Extension for WhatsApp Web, or Telegram Web.
Once you installed the app correctly, you will see the Pipechat sidebar when you use WhatsApp Web or Telegram Web.
Pipechat does not sync your WhatsApp and CRM contacts automatically.
Pipechat allows you to select specific messages you want to save to your CRM, to save them as a note to a deal, a contact, or an activity.
To do that you can click on "Select Messages", select the ones you want to export, and then save.
This will create a note in your CRM.
The base price is €5/month VAT included for a single user. The price is lower if you choose a yearly plan, and there are further discounts for multi-seat subscriptions.
You can find all the available packages on the subscriptions page
At the moment, due to technical restrictions, is not possible to save files and attachments to your CRM. You will still need to add them manually to the CRM.
Yes, with the latest version of WhatsApp Web, you can use the same number on up to 4 devices at a time.
You should receive all the invoices in the email you specified in your billing info, but if for some reason you can't find them in your inbox, you can also find the full billing history on the subscriptions page
You can manage and cancel your subscriptions from the subscriptions page
by clicking on "Manage subscriptions".
To enable someone in your team as part of a subscription, you can find the subscription in the subscriptions page
and add to the list the email they use in their CRM account.
For Pipechat to work, you need to enable cookies on your browser. You can do that inside the settings page (Settings -> Privacy and security -> Cookies and other site data).
You can choose one of the following options:
- Allow all cookies
- Block third-party cookies in incognito
At the moment Pipechat for Telegram Web is only working for Telegram Web K.
You can switch to Telegram Web K by clicking on the burger menu (with three lines, in the top left), and then "Switch to K version".