Pipedrive Automations: change default deal/lead titles
via Pipedrive Workflow Automation
New WhatsApp chats are created as deals or leads at Pipedrive in accordance to the settings from https://app.timelines.ai/integrations/pipedrive/master/ > Action on New Chat. Newly created deals or leads will have the following title by default: _Whatsapp deal ({$contactname_or_numberhere)_.
This automation changes this default title.
- Open your Pipedrive account > desired Pipeline > Automations
- Add a new automation:
Triggered by: select the desired option |
Trigger: Deal ( or Lead)> Deal (or Lead) Created >apply trigger |
Add instant condition > Deal (or Lead) title contains Whatsapp deal |
| Action setup ( selecting field that will be changed): Select "Title" as a field > Next |
Action setup: (setting the new "Title"): Step options > Deal created > select "Deal" > Next |
Action setup: (setting the new "Title"): Type the desired new title . You can add variables using the + icon to the right of the field |
- Save and activate the new automation.
End result: New Pipedrive deals or leads that contain "Whatsapp deal" in their title, will be named to "My new Title here: {$Pipedrive_deal_contact_person_name}".
Updated on: 29/01/2024
Thank you!