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![](https://storage.crisp.chat/users/helpdesk/website/94268256ba492800/pipedrive-automations_aes1i8.png)
Add 2 new automations:
End result: Pipedrive activity that contains new WhatsApp messages will be marked as "To-do" instead of "Done"
![](https://storage.crisp.chat/users/helpdesk/website/94268256ba492800/screen-shot-2023-12-05-at-1644_memwds.png)
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
![](https://storage.crisp.chat/users/helpdesk/website/94268256ba492800/pipedrive-automations_aes1i8.png)
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"
![](https://storage.crisp.chat/users/helpdesk/website/94268256ba492800/screen-shot-2023-12-05-at-1644_memwds.png)
Updated on: 29/01/2024
Thank you!