Pipedrive Automations: Mark "New WhatsApp messages" activity as "To-do" activity in Pipedrive
via Pipedrive Workflow Automation
New received WhatsApp messages appear as Done activities in Pipedrive.
This automation will mark such activities as To-Do.
- Open your Pipedrive account > desired Pipeline > Automation
- Add 2 new automations:
Automation #1: new activity | Automation #2: existing activity updated |
|---|---|
Triggered by: select the desired option | Triggered by: select the desired option |
Trigger: Activity> activity created >apply | Trigger: Activity > activity updated> apply |
Add instant condition | Add instant conditions: |
Add an action: | Add an action: |
End result: Pipedrive activity that contains new WhatsApp messages will be marked as "To-do" instead of "Done"
Updated on: 29/01/2024
Thank you!