Zapier Automation #1: Pipedrive and WhatsApp
The TimelinesAI Native Zapier Integration makes it easy to connect WhatsApp and Pipedrive for automated workflows. With this integration, you can create Zaps to send automated WhatsApp notifications to your contacts in Pipedrive and update Pipedrive elements (like Deals or Persons) based on specific events in TimelinesAI, such as editing a chat name.
This integration is available on all TimelinesAI plans and can be tried for free during the Free Trial without requiring a credit card. It works seamlessly with all WhatsApp numbers, offering a hassle-free setup for enhanced automation and communication.
This guide will walk you through the steps to automate workflows between Pipedrive and WhatsApp using Zapier successfully.
Let’s get started 🚀
Navigation
Zapier provides a seamless way to integrate TimelinesAI with other applications, enabling workflow automation. From the navigation menu, you can access Zapier and set up triggers and actions to connect TimelinesAI with Pipedrive and other tools, streamlining your processes efficiently.
In the demonstration , we will guide you on how to access Zapier in TimelinesAI.
Create Custom Workflows for Pipedrive
You can create custom workflows for Pipedrive to automate repetitive tasks and simplify your processes. This lets you set up triggers for events like adding or updating a new deal. When a trigger occurs, you can connect Pipedrive with TimelinesAI to send messages to new or existing chats. Custom workflows save time, reduce manual work, and keep everything organized and running smoothly.
Configure the Trigger
A trigger in Zapier links events in Pipedrive (like updating a deal) to automated actions in TimelinesAI. To set it up: select Pipedrive as the trigger app in Zapier, choose the event (e.g., “Updated Timeline”), add optional conditions, and test it. Once configured, the trigger automatically starts workflows—like sending messages in TimelinesAI—when the event happens in Pipedrive.
|| If you haven't done it already, Zapier will ask your permission to access information from your Pipedrive account. Once you approve it, Zapier will gather data from your Pipedrive account. You must also integrate TimelinesAI with Zapier.
In this demonstration, you will learn to set up the trigger.
When configuring the trigger, you must define the trigger events, which may require different fields depending on the selected event type. Here are the options:
Trigger Events | Type | Description |
|---|---|---|
Activity Matching Filter | Polling | Triggers when an activity newly matches a Pipedrive filter for the first time. |
Deal Matching Filter | Polling | Triggers when a deal newly matches a Pipedrive filter for the first time. |
New Activity | Polling | Triggers when a new activity is created. |
New Deal | Instant | Triggers when a new deal is created. |
New Lead | Polling | Triggers when a lead is created. |
New Note | Polling | Triggers when a new note is created. |
New Organization | Polling | Triggers when a new organization is created. |
New Person | Polling | Triggers when a new person is created. |
New Project | Polling | Triggers when a new project is created. |
Organization Matching Filter | Polling | Triggers when an organization newly matches a Pipedrive filter for the first time. |
Person Matching Filter | Polling | Triggers when a person newly matches a Pipedrive filter for the first time |
Updated Deal | Instant | Triggers when an existing deal is updated. |
Updated Deal Stage | Instant | Triggers when a deal's stage is updated. |
Updated Organization | Polling | Triggers when an existing organization is updated. |
Updated Person | Polling | Triggers when an existing person is updated. |
Configure the Action
Once your trigger is set up for Pipedrive, the next step is defining the action—the task that automatically occurs when the trigger activates. For example, if your trigger is a deal is updated, the action could be sending a WhatsApp message via TimelinesAI to a WhatsApp chat.
To configure this, you’ll connect TimelinesAI to your workflow, specify details like the message content and recipient, and test the setup to ensure it works. Once live, the action runs seamlessly whenever the trigger event happens, turning manual tasks into automated processes that save time and reduce errors.
In this demonstration, you will learn how to set up the action.
Action Events | Category | Description |
|---|---|---|
Close Chat | Create | Closes a chat. |
Send File to Existing Chat | Create | Sends a file to an existing chat. |
Send Message to Existing Chat | Create | Sends a message to an existing chat. |
Send Message to New Chat | Create | Sends a message to a new chat. |
Send Uploaded File to Existing Chat | Create | Sends an uploaded file to an existing chat. |
Find Chat | Search | Finds a chat. |
Find Message | Search | Finds a message. |
Find Message Status | Search | Finds the status of a message. |
Find Uploaded File | Search | Finds an uploaded file. |
Find WhatsApp Account | Search | Finds a WhatsApp account. |
PreConfigured Zap Templates
TimelinesAI offers ready-to-use zap templates for popular tasks with Pipedrive, such as sending automated messages for new leads, deals, or changes in deal stages. These prebuilt workflows eliminate the need to manually configure triggers —just choose the workflow you want, and the system handles the automation.
Sending a WhatsApp Message When a New Deal is Created in Pipedrive
When you create a new deal in Pipedrive, you can set up an automation to send a WhatsApp message automatically. This helps notify team members, clients, or any other relevant contacts about the new deal without having to manually send messages.
Configure the Trigger
While creating the workflow, you need to configure the trigger to define when the automation should start. In this case, the trigger is set to activate when a new deal is created in Pipedrive. This ensures that an automated WhatsApp message is sent to the selected recipient, allowing for timely communication without manual effort
In this demonstration, we will guide you on how to configure the trigger.
Configure the Action
After configuring the trigger, now you will configure the action to define what should happen next when the trigger is activated. In this case, the action ensures that whenever a new deal is created in Pipedrive, an automated WhatsApp message is sent. This allows for timely communication with the selected recipient, keeping them informed without manual effort.
In this demonstration, we will guide you on how to configure the action.
Sending a WhatsApp Message When a Deal Stage is Updated on Pipedrive
You can set up an automation that sends a predefined WhatsApp message to a selected recipient whenever a deal stage is updated in Pipedrive. You can choose the recipient, such as the deal owner. After setup, the message will be sent whenever the deal stage changes, ensuring timely updates without manual effort. Here is how you can do it.
Configure the Trigger
While creating the workflow, you need to configure the trigger to define when the automation should start. In this case, the trigger is set for "When a Deal Stage is Updated in Pipedrive." This ensures that the workflow activates automatically whenever a deal progresses to a new stage, allowing timely actions without manual input.
In this demonstration, you will learn how to configure the trigger.
Configure the Action
Once the trigger is set up, you can configure the action to specify what happens next when the trigger is activated. In this case, the action ensures that whenever a deal stage is updated in Pipedrive, an automated WhatsApp message is sent to the selected recipient. This allows for real-time notifications, keeping customers or team members informed without manual effort.
In this demonstration, you will learn how to configure the action.
Generate a New TimelinesAI Token ID
Generating a new TimelinesAI Token ID helps to securely access the platform. A new token ensures proper authentication, allows you to control permissions, and helps track usage.
In this demonstration we will guide you on how to generate a new TimelinesAI token ID:
We hope this documentation gives you a clear understanding of how to create Zaps for Pipedrive-WhatsApp integration. Below are two useful templates that we’ve created to streamline your workflow:
- Send Messages to New Chats on TimelinesAI for new Pipedrive Deals: It automatically sends a WhatsApp message when a new deal is added in Pipedrive, helping you instantly engage with your prospects.
- Send a WhatsApp message when the Deal changes stage in Pipedrive: It triggers a WhatsApp message whenever the stage of a deal changes in Pipedrive, ensuring you're always up-to-date and responsive to your clients.
If you have any questions or need further assistance, feel free to reach out to us through our Chat Support or email us at hello@timelines.ai.
Updated on: 14/02/2025
Thank you!