Send WA Message to New Pipedrive Deals/Leads
The integration of Pipedrive & Make.com allows the automated workflows to send WhatsApp messages to your contacts based on specific triggers within Pipedrive. Using Make.com, users can create scenarios that define actions (such as sending a WhatsApp message) when certain events occur in Pipedrive, like a deal stage update.
This integration works across all Pipedrive plans. The setup involves configuring Make.com to connect with Pipedrive via API, and linking WhatsApp using the appropriate modules for message sending.
In this guide, we will show you how to create automated workflows between Pipedrive and WhatsApp using Make.com.
Send WA Message to New Pipedrive Deals/Leads
Generate a New Pipedrive Token ID
Let’s get started 🚀
When you create new deals/leads in Pipedrive, you can set up a workflow to send automated WhatsApp messages. This way, your team, clients, or other important contacts get notified about the new deal without you needing to send messages manually.
This workflow requires a field within the Pipedrive containing user phone numbers in international format.
A trigger starts the automation when a new deal is created in Pipedrive. Setting up the trigger ensures your workflow knows when to begin the automation.
When configuring the trigger, you will need to generate a new New Pipedrive Token ID that will integrate your Pipedrive and Make.com accounts to trigger certain workflows.
For more information on how to generate a new Pipedrive Token ID, refer to the section Generate a New Pipedrive Token ID.
In this demonstration we will guide you how to configure the trigger:
Once you set up the trigger, the next step is to define the action. The action tells the system what to do after the trigger event happens. It ensures tasks are done automatically, so you don’t have to do them manually.
In this demonstration we will guide you how to configure the action to send automated WhatsApp messages using TimelinesAI integration in Make.com.
When a trigger event, such as creating or updating a deal in Pipedrive, occurs, the configured workflow sends the WhatsApp message, and the message status, along with its details (sender, content, timestamp, and delivery confirmation), will be displayed here in the TimelinesAI interface.
Generating a new Pipedrive Token ID helps you securely access the platform. The token makes sure you're properly authenticated, lets you manage permissions, and helps you track usage.
In this demonstartion we will guide you how to create a new Pipedrive token ID using Pipedrive and Make.com.
This integration works across all Pipedrive plans. The setup involves configuring Make.com to connect with Pipedrive via API, and linking WhatsApp using the appropriate modules for message sending.
In this guide, we will show you how to create automated workflows between Pipedrive and WhatsApp using Make.com.
Send WA Message to New Pipedrive Deals/Leads
Generate a New Pipedrive Token ID
Let’s get started 🚀
Send WA Message to New Pipedrive Deals/Leads
When you create new deals/leads in Pipedrive, you can set up a workflow to send automated WhatsApp messages. This way, your team, clients, or other important contacts get notified about the new deal without you needing to send messages manually.
This workflow requires a field within the Pipedrive containing user phone numbers in international format.
Configure The Trigger
A trigger starts the automation when a new deal is created in Pipedrive. Setting up the trigger ensures your workflow knows when to begin the automation.
When configuring the trigger, you will need to generate a new New Pipedrive Token ID that will integrate your Pipedrive and Make.com accounts to trigger certain workflows.
For more information on how to generate a new Pipedrive Token ID, refer to the section Generate a New Pipedrive Token ID.
In this demonstration we will guide you how to configure the trigger:
Configure The Action
Once you set up the trigger, the next step is to define the action. The action tells the system what to do after the trigger event happens. It ensures tasks are done automatically, so you don’t have to do them manually.
In this demonstration we will guide you how to configure the action to send automated WhatsApp messages using TimelinesAI integration in Make.com.
When a trigger event, such as creating or updating a deal in Pipedrive, occurs, the configured workflow sends the WhatsApp message, and the message status, along with its details (sender, content, timestamp, and delivery confirmation), will be displayed here in the TimelinesAI interface.
Generate a New Pipedrive Token ID
Generating a new Pipedrive Token ID helps you securely access the platform. The token makes sure you're properly authenticated, lets you manage permissions, and helps you track usage.
In this demonstartion we will guide you how to create a new Pipedrive token ID using Pipedrive and Make.com.
Updated on: 17/02/2025
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