Pipedrive & Make.com: sending automatic WhatsApp messages
via Make.com
Send WA message to new Pipedrive deals/leads
This workflow requires a field within the Pipedrive containing user phone numbers in international format.
Create a new scenario at Make.com
Trigger :
app: search for and select Pipedrive CRM
event: select the desired event : Watch Leads or Watch Deals ..
.
Trigger Connection and setup
add: click "Add" to create a new connection
type: API token
token: paste your Pipedrive API token ( follow https://pipedrive.readme.io/docs/how-to-find-the-api-token to find your API token)
setup: configure the trigger per your needs by selecting the stage to watch open deals/leads at, ownership, and status.
limit: type 1
Trigger when: select Object created to watch only for new entries
Test the trigger by creating a new entry ( deal or lead depending on the selected event) at Pipedrive. Make sure to add a valid Phone number into the designated field when adding a new entry.
Action:
app: search for and select TimelinesAI
event: select Send Message to New Chat
WhatsApp Account: select the desired WhatsApp account. This is the number FROM which the message will be sent
Phone number: insert the Pipedrive field that contains the user's phone number ( passed from Trigger)
Message text: type in the desired text to be sent to the user
Test and publish your zap
Table of contents
Send WA message to new Pipedrive deals/leads
Send WA message to new Pipedrive deals/leads
This workflow requires a field within the Pipedrive containing user phone numbers in international format.
Create a new scenario at Make.com
Trigger :
app: search for and select Pipedrive CRM
event: select the desired event : Watch Leads or Watch Deals ..
.Trigger Connection and setup
add: click "Add" to create a new connection
type: API token
token: paste your Pipedrive API token ( follow https://pipedrive.readme.io/docs/how-to-find-the-api-token to find your API token)
setup: configure the trigger per your needs by selecting the stage to watch open deals/leads at, ownership, and status.
limit: type 1
Trigger when: select Object created to watch only for new entries
Test the trigger by creating a new entry ( deal or lead depending on the selected event) at Pipedrive. Make sure to add a valid Phone number into the designated field when adding a new entry.
Action:
app: search for and select TimelinesAI
event: select Send Message to New Chat
WhatsApp Account: select the desired WhatsApp account. This is the number FROM which the message will be sent
Phone number: insert the Pipedrive field that contains the user's phone number ( passed from Trigger)
Message text: type in the desired text to be sent to the user
Test and publish your zap
Updated on: 19/12/2023
Thank you!