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Pipedrive Automations: Mark "New WhatsApp messages" activity as "To-do" activity in Pipedrive

Updated this week

New received WhatsApp messages appear as Done activities in Pipedrive. This automation will mark such activities as To-Do.

  1. Open your Pipedrive account > desired Pipeline > Automation

  2. Add 2 new automations:

| Automation #1: new activity | Automation #2: existing activity updated| | --- | --- | --- | | Triggered by: select the desired option | Triggered by: select the desired option| | Trigger: Activity> activity created >apply

| Trigger: Activity > activity updated> apply

| | Add instant condition

| Add instant conditions:

| | Add an action:

| Add an action:

|

End result: Pipedrive activity that contains new WhatsApp messages will be marked as "To-do" instead of "Done"

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