Pipedrive automations: populate custom field with formatted data from an existing "Phone" field
via Pipedrive Workflow Automation
TimelinesAI Pipedrive integration adds contact's phone number into the Person's phone field.
This automation populates a new custom field (WhatsApp chat link) with a number from person's "Phone" field and adds https://wa.me/ at the beginning of the number.
The end value will have the https://wa.me/+XXXXXXXXX format and will open WhatsApp web or WhatsApp app on click where you can manage that chat further directly in WhatsApp ( for example to make a call).
- Add a custom field at Pipedrive. Follow this guide for more details: https://support.pipedrive.com/en/article/custom-fields .
- Give the field desired name. In this example we will use "WhatsApp chat link" name.
- Field type is "text".
- Select the Pipeline where the new field should appear.
- 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 . Note: you can configure any other trigger depending on when you would like the automation to start populating the new field with data . |
Add instant condition > Deal (or Lead) Pipeline is XXX ( select the needed Pipeline AND Deal/Lead Contact Person Phone is not empty: |
Action setup ( selecting field that will be changed): Select your newly created field. In this example "WhatsApp chat link" > Next |
Action setup: Step options > Deal created > select "Deal" > Next |
Action setup: (setting the new value): Add |
The result should look like this: |
- Save and activate the new automation.
End result: When new deal is created ( or your own configured trigger is activated) and if the deal's person has a phone number, this phone number will be used to create a WhatsApp link within the new custom "WhatsApp chat link" field. On click this link will open the chat in WhatsApp web or WhatsApp app
Updated on: 12/02/2024
Thank you!