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Gallabox Docs
Gallabox Docs
  • Welcome to Gallabox Docs
  • 🆕Get Started
    • Pre-requisites
    • Signup
    • Explore Demo Account
    • Activate Free Trial
  • ✅Connect WhatsApp Channel
    • Connect your WhatsApp
    • Meta Business Verification
    • Apply for WhatsApp Blue Tick
    • Migrate to Gallabox
    • Messaging Limits & Quality Ratings
    • Gallabox Account Setup FAQs
  • 🈁CONVERSATIONS
    • Gallabox Conversations Glossary
    • Team Inbox
    • Initiate a New Chat
    • Compose Box
    • Inboxes
    • Manage Inbox
    • Views
    • Efficiently using inbox
    • Gallabox Conversations FAQs
  • 📘CONTACTS
    • Gallabox Contact Glossary
    • Add Contact
    • Contact Segments
    • Contact Management
    • Contact Updation
    • Contact Deletion
    • Export Contacts
    • Marketing Opt-In
      • Marketing opt-in on contact creation
      • Marketing opt-in Handling Methods
      • Marketing opt-out Management
  • 🤖BOTS
    • Gallabox Bot Glossary
    • Things to know before building your first bot
    • Bot Essentials
    • Bot in Gallabox
      • Create a Bot using AI
      • Create a Bot using Bot Templates
      • Create a Bot from Scratch
    • Flow in the Bot
      • AI Based Flow
      • CTWA Ad Based Flow
    • Send Card
      • Send Text
      • Send Media
      • Send Collection
      • Send Products
      • Send Voice
      • Send Template
      • Send Form
      • Send Location
      • Send Payments
    • Ask Questions
      • Ask Text
      • Ask Number
      • Ask Phone
      • Ask Email
      • Ask Date
      • Ask Location
      • Ask Address
      • Ask URL
      • Ask File
      • Ask Button Option
      • Ask List Option
      • Ask Keyword Option
      • Ask Collection List
      • Ask Form
      • Ask Payments
    • Bot Utilities
      • Send Button Option
      • Send List Option
      • Delay
      • Condition
      • Set Variable
      • Jump to
      • Switch
      • AI node - GPT Dialog
      • AI node - GPT Knowledge Base
      • Working hours
      • Hint
      • Wait for order
    • Bot Actions
      • Assign Conversation
      • Unassign Conversations
      • Resolve Conversations
      • Update Conversation Fields
      • Update Contact Fields
      • Update Company Fields
      • Push to Sequence
      • Add Note & Mention
      • Conversion Events
    • Bot Connectors
      • Connect your system with the WhatsApp chat bot using API
      • Connect WhatsApp and Google Sheets to Collect Responses
      • Send payment links via WhatsApp chatbot using Razorpay integration
      • Send your WhatsApp data to Zoho CRM using Chatbot
      • Connect Shopify and WhatsApp to collect orders using chatbot
      • Send your WhatsApp data to HubSpot using Chatbot
      • Send your WhatsApp data to Zoho Bigin using Chatbot
      • Send your WhatsApp data to Leadsquared using Chatbot
      • Send your WhatsApp data to WooCommerce using Chatbot
      • Connect ChatGPT with WhatsApp in Gallabox Chatbot
      • Zoom WhatsApp Integration - How to enable webinar registration on WhatsApp
      • Send your WhatsApp data to Sangam CRM using Chatbot
      • Send payment links via WhatsApp chatbot using PhonePe
      • Send Payment links via WhatsApp Chatbot using Stripe
      • Enhance Chatbot with ElevenLabs AI Voice Synthesis
      • Send your WhatsApp data to Pipedrive CRM using Chatbot
    • Set up Default Bot
    • Bot Management
    • Gallabox Bot FAQs
  • 🔊BROADCAST
    • Gallabox Broadcast
    • Select Template
    • Select Audience
    • Review and Send Broadcast
    • Broadcast Analytics and Report
    • Gallabox Broadcast FAQs
  • 🔢WHATSAPP DRIP CAMPAIGNS
    • Understanding Drip Marketing
    • Basics of Drip Campaign
    • Create New Drip Campaign
    • Drip Campaign Setup
    • Drip Campaign Message Management
    • Campaign Management Options
    • Drip Campaign Analytics
    • Gallabox WhatsApp Drip Marketing FAQs
  • 📈AD CAMPAIGNS
    • CTWA in Gallabox
    • Create your Campaign
    • Click To WhatsApp Analytics
    • CAPI Integration
    • Gallabox CTWA FAQs
  • 🛒WHATSAPP SHOP
    • Gallabox WhatsApp Shop Overview
    • Connect the Catalog with Meta
    • Connect Catalog with Gallabox
    • WhatsApp Order Summary
    • Gallabox WhatsApp Shop FAQs
  • 🪙PAYMENTS
    • Gallabox Native Payments Overview
    • Establish Connection
    • Sending Payment Links
    • Tracking Payments
    • Gallabox Native Payment FAQs
  • 🔃WhatsApp Forms
    • Gallabox WhatsApp Forms Overview
    • Create WhatsApp Forms
      • Create WhatsApp Forms in Gallabox
      • Create WhatsApp Forms with Template Builder
      • Create WhatsApp Forms using JSON
    • Sending a WhatsApp Form
      • Send WhatsApp Form in a Message Template
      • Send WhatsApp Form in a Bot
    • Receiving Response of WhatsApp Forms
    • Best Practices for WhatsApp Forms
    • Gallabox WhatsApp Forms FAQS
  • ℹ️WHATSAPP CHANNEL
    • Channel Settings
    • Manage your Connections
    • Widget for your website
    • Configuration Message Settings
    • Block List
    • User Mapping
    • Assignments Rules
    • Compliance Info
    • Account Profile Info
    • WhatsApp Channel FAQs
    • WhatsApp Business API Errors
  • 🚧INTEGRATION
    • E-commerce Platforms
      • Shopify
        • Shopify Template Variables for WhatsApp Messages
        • Workflows for Shopify
      • WooCommerce
        • Workflows for WooCommerce
      • WooCommerce Cart Abandonment Recovery
      • Shopflo
    • Customer Relationship Management (CRM) Systems
      • HubSpot
        • Workflows for HubSpot
      • Kylas
        • Workflows for Kylas
      • Zoho CRM & Signals
        • Workflows for Zoho
      • Leadsquared
        • Workflows for LeadSquared
      • Sangam
      • Pipedrive
      • Odoo
    • Shipping and Logistics
      • ShipRocket
        • Workflows for ShipRocket
      • Shipway
        • Workflows for Shipway
    • Payment Gateways
      • Cashfree
        • Workflows for Cashfree
      • Razorpay
        • Workflows for Razorpay
      • Stripe
        • Stripe Workflows
    • Marketing and Engagement Platforms
      • WebEngage
        • WebEngage WhatsApp Campaigns
      • MoEngage
      • Facebook Leads
        • Send Automated Messages on WhatsApp to Facebook Leads
        • Send Sequence of Messages to Facebook Leads
      • CleverTap
      • Fyno
    • Other Integrations
      • Generic Webhooks
      • Google Sheets
      • Pabbly
      • Zapier
      • Zoho Books
        • Zoho Books Notifications
        • Workflow for Zoho Books
      • Calendly
        • Workflows for Calendly
      • Miitel
    • Gallabox Integration FAQs
  • ⚙️ACCOUNT MANAGEMENT
    • Account Essentials
    • User Details
    • User, Teams, and Roles
    • Account Details
  • 💰Pricing & Billing Modules
    • Conversation Pricing
    • Message Credits
    • Billing & Subscriptions
    • FAQs
  • 🚾Web-Chat Channel
    • Web-Chat Channel
  • 🧰Basic Modules
    • WhatsApp Templates
      • Template Creation and Editing
      • Re-write with AI
      • Custom Marketing and Utility Templates
      • Product Marketing Templates
      • Authentication Templates
      • Limited-Time Offer Templates
      • Order Details Template
      • Coupon Code WhatsApp Template
      • Carousel Template
      • WhatsApp template URL tracking
      • FAQs - WhatsApp Template Messages
    • Contact Fields
    • Conversation Fields
    • Tags
    • Message Tracker
    • Canned Responses
  • 🔒Account Security Features
    • Allowed IPs
    • Activity Log
    • Two Factor Authentication
  • 👨‍💻DEVELOPER RESOURCES
    • API Key and Secret
    • API Docs
    • Webhook
    • Conversation Widget
  • 📊REPORTS & ANALYTICS
    • Dashboard
    • WhatsApp Failed Messages
    • WhatsApp Notification Messages
    • Conversation Report
  • Privacy and Security
    • Data Security and Infra
    • Subprocessors
    • Data Processing Agreement
  • 👾EXTRAS
    • WhatsApp Business API - Unsupported Messages
    • Understanding Message Delivery Issues on WhatsApp
    • WhatsApp’s New Per-user Messaging Limits
  • Frequently Asked Questions
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  • Overview
  • Integration Guide
  • WhatsApp Chat Window
  1. 🚧INTEGRATION
  2. Customer Relationship Management (CRM) Systems

Pipedrive

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Last updated 12 days ago

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