How to send a WhatsApp message when a deal stage is updated In Pipedrive

In this guide, we go step by step to create a Zapier Automation in TimelinesAI.

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1. Go to app.timelines.ai

Login to your timelines account

2. Click on Zapier

3. Click on Log in

Log in to your Zapier account or create a free one

4. Click on the template "Send messages to chats in TimelinesAI with new updates to deal stages in Pipedrive"

5. Click to expand Trigger settings

At this step, we will connect the Pipedrive account and pick a Deal Stage for Automation

6. Connect Pipedrive account and click click on Continue

7. Click to expand

8. Pick a stage in Pipeline for your automation

In this case we will send a WhatsApp message when Deal arrives to "Contact Made" stage

9. Click on Continue

10. Click on "Test Trigger"

11. Choose WhatsApp account and create your message

12. Click on Show all options to find all custom fields from Pipedrive

13. Now create your message using any fields available in Pipedrive

14. Review and click "Continue"

15. Click on "Test action"

16. Click on Publish

17. Now go to Pipedrive Click on Deals

We have create a test deal "Qualified Lead deal 2".

18. Drag test deal to a stage with Automation

In our case, we send a WhatsApp message from "Contact Made" stage, so we drag it there.

Click in a Deal to see results.

19. Message was sent

As you see the automated message is sent and synced to the Pipedrive person. It contains sender's name and "via automation" label.



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Updated on: 01/04/2023