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How to Integrate WhatsApp to Pipedrive through Zapier

Synchronize WhatsApp messaging into Pipedrive (via Zapier)

This integration will sync all WhatsApp messages to Pipedrive as activities of  “WhatsApp chat” type. It will match WhatsApp to contacts by their phone number. If such a number doesn't exist, the automation will create a new Person.

Create Pipedrive Activity “WhatsApp Chat”

Go to the "Activity Settings" of your workspace on Pipedrive (Company Settings → "Activities" tab).

Create a new activity for WhatsApp messages. You can name it whatever you like, but you will use it later to set up the Zap so the name is important.

You must create a custom "Whatsapp Chat" activity in Pipedrive

Create new Zap

Choose “Webhooks by Zapier” (premium feature). Create Trigger “Webhook”
Trigger Event: Catch Hook
Copy the webhook URL provided by Zapier to the clipboard
Go to Timelines, send a message in one of the chats
Go to Integration → Outbound on TimelinesAI, paste the URL from Zapier and click on Save and Test.
Go back and click on Continue, ignore other fields
Test the trigger; a message will be displayed. It needs to say "Successful", otherwise, check for possible mistakes or typos.

Add Action “Find or Create Person in Pipedrive”

Sign in to Pipedrive if required
App: Pipedrive
Action: Find Person
Choose Pipedrive account
Setup Action:
Field to search by: Phone
Phone: Message From Phone
Search for an exact match: yes (strict match by phone number)
Create Pipedrive Person if it doesn’t exist yet?  - Yes
Enter Person details
Name: {{Message Contact Full Name}}
Phone: {{Message Contact Phone}}
Visible to: entire company (or other options at your discretion)
Initialize the rest of the field as necessary or leave empty
Test & Continue

Add action “Create Activity in Pipedrive”

App: Pipedrive
Action: Create activity
Setup action:
Subject: Whatsapp : {{Message Contact Full Name}}
Person: {{Custom //Pipedrive | Id }}
Is done?: yes
Type: Whatsapp Chat
Due date and time:  {{ Whatsapp | Message Timestamp }}
Note field  {{Whatsapp | Message Contact Full Name}}

Note: Do you want to filter out the messages sent by your team? Use Pipedrive “Filter” action to exclude sent messages.

Link to premade template on Zapier

This automation will enable your team to send WhatsApp messages from Pipedrive Persons.

New activity in Pipedrive
Set up a filter: Only continue if... Type Name (Text) contains WhatsApp Chat // this is to make sure that only messages from WhatsApp Chat activities will be sent to WhatsApp
A Formatter on Zapier to properly send links in your WhatsApp messages:
Insert the inbound webhook from TimelinesAI (you need to be logged in to get it) into the URL field of the Custom Request step.

Replace this custom request TimelinesAI webhook with the one from your workspace

And that's it! As a result, when you create a WhatsApp Chat activity on Pipedrive, the text from the Note field will be automatically sent to WhatsApp. Here's an example:

You need to have a custom activity "Whatsapp Chat" on Pipedrive

Updated on: 15/06/2023

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