Pipedrive & Zapier: sending automatic WhatsApp messages

via Zapier

Table of contents

Send WA message to new Pipedrive deals/leads

Send WA message to new Pipedrive deals/leads

1. Create a new Zap at Zapier.com
2. Trigger :

• app: search for and select Pipedrive
• event: select the desired event : New Deal or New Lead

3. 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.
4. Action:

• app: search for and select TimelinesAI
• event: select Send Message to New Chat
• account: choose your connection. If you don't have any connections, establish the connection with your TimelinesAI workspace by entering your token from https://app.timelines.ai/integrations/zapier/
• 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

5. Test and publish your zap

Updated on: 19/12/2023