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