
WhatsApp Business → Pipedrive CRM Automation
- or -
Post a project like this2
£212(approx. $283)
- Posted:
- Proposals: 28
- Remote
- #4472398
- OPPORTUNITY
- Awarded
Design and Build Turnkey Data based business solutions and process streamlining for SME's

Full-Stack Web & Mobile App Developer With AI Integration & Automation Expertise
AI Automation Architect | n8n, Make.com, Zapier, API Integration | Airtable, GHL | AI Automation Engineer | Business workflow specialist | Marketing Automation Expert

♛ Most Trusted #1 Team |19+ years of expertise in Website, Mobile Apps, Desktop & Console Games. Wordpress, ReactJS, Shopify, Laravel, Python, React Native, Flutter, Unity, Unreal Engine and AR/VR




AI Chatbot & Automation Developer | Full-Stack Web Engineer | Web Scraping Expert
♛ PPH No. #1 ♛ 12 Years of Experience in Web & Mobile Development & Designing ✔ Magento ✔ Shopify ✔ WordPress ✔ API Integration ✔ React Native ✔ AngularJS / Node.js ✔Responsive Design


225812903820504159111500977120688553053280374646195537461283421212266722477361170005
Description
Experience Level: Intermediate
I’m looking for an experienced automation specialist to set up an integration between WhatsApp Business and Pipedrive CRM.
The goal is simple: when someone sends a message to our WhatsApp Business number, it should automatically create or update a lead in Pipedrive and log the message appropriately.
This is for a UK-based same-day courier business, so reliability and clean data handling matter more than flashy extras.
Scope of Work
We need an automation that does the following:
• Capture incoming WhatsApp messages
• Match the sender by phone number in Pipedrive
• If the contact exists, update the existing person and/or lead
• If the contact does not exist, create a new person and lead
• Log the WhatsApp message as a note or activity against the lead
• Apply a clear source or tag (e.g. “Inbound WhatsApp”)
Current Setup
• WhatsApp Business number (standard app to begin with)
• Pipedrive CRM already in use
• Open to using Make (preferred), Zapier, or a lightweight custom webhook solution
This does not need to be over-engineered, but it does need to be robust and well documented.
Nice to Have (Not Essential)
• Auto-reply confirmation message on WhatsApp
• Lead assignment rules
• Advice on future migration to WhatsApp Business API
• Experience with CRM hygiene and deduplication
Deliverables
• Fully working automation
• Clear explanation or walkthrough of the setup
• Ability for us to maintain or tweak it internally after handover
Ideal Freelancer
• Proven experience with WhatsApp Business automations
• Strong knowledge of Pipedrive (people, leads, activities)
• Comfortable with Make or Zapier logic
• Clear communicator who can explain what’s been built
To Apply
Please include:
• Brief description of similar work you’ve done
• Which tools you recommend for this setup and why
• Estimated timeframe to complete
The goal is simple: when someone sends a message to our WhatsApp Business number, it should automatically create or update a lead in Pipedrive and log the message appropriately.
This is for a UK-based same-day courier business, so reliability and clean data handling matter more than flashy extras.
Scope of Work
We need an automation that does the following:
• Capture incoming WhatsApp messages
• Match the sender by phone number in Pipedrive
• If the contact exists, update the existing person and/or lead
• If the contact does not exist, create a new person and lead
• Log the WhatsApp message as a note or activity against the lead
• Apply a clear source or tag (e.g. “Inbound WhatsApp”)
Current Setup
• WhatsApp Business number (standard app to begin with)
• Pipedrive CRM already in use
• Open to using Make (preferred), Zapier, or a lightweight custom webhook solution
This does not need to be over-engineered, but it does need to be robust and well documented.
Nice to Have (Not Essential)
• Auto-reply confirmation message on WhatsApp
• Lead assignment rules
• Advice on future migration to WhatsApp Business API
• Experience with CRM hygiene and deduplication
Deliverables
• Fully working automation
• Clear explanation or walkthrough of the setup
• Ability for us to maintain or tweak it internally after handover
Ideal Freelancer
• Proven experience with WhatsApp Business automations
• Strong knowledge of Pipedrive (people, leads, activities)
• Comfortable with Make or Zapier logic
• Clear communicator who can explain what’s been built
To Apply
Please include:
• Brief description of similar work you’ve done
• Which tools you recommend for this setup and why
• Estimated timeframe to complete
Projects Completed
102
Freelancers worked with
85
Projects awarded
36%
Last project
20 Feb 2026
United Kingdom
New Proposal
Login to your account and send a proposal now to get this project.
Log inClarification Board Ask a Question
-
There are no clarification messages.
We collect cookies to enable the proper functioning and security of our website, and to enhance your experience. By clicking on 'Accept All Cookies', you consent to the use of these cookies. You can change your 'Cookies Settings' at any time. For more information, please read ourCookie Policy
Cookie Settings
Accept All Cookies