WhatsApp & Zapier Automation Overview
If you want to notify your contact about a stage change in a New Deal in Pipedrive, use this step-by-step guide. This Zapier template will send an automatic WhatsApp message to your contact, when the stage of a New Deal is changed in Pipedrive.
This automation is available as a Zapier template for Pipedrive and TimelinesAI (WhatsApp) as "Send messages to chats in TimelinesAI with new updates to deal stages in Pipedrive" for quick setup with TimelinesAI.
Native Zapier integration is available on all TimelinesAI plans.
You can try it on a free trial right now! No credit card or additional setup is required, works with all WhatsApp numbers.
| Learn more about the WhatsApp and Zapier Integration
Step 1: Create a new Zap
From your Zapier's Dashboard, you may easily create this Zap by filling the fields as shown here:
Proceed to click on "Try it", and Zapier will take you to a section where you'll add the criteria that the Zap will follow, to make this action happen.
Step 2: Editing the Trigger
At this stage, you'll be editing your trigger (Sending message to existing/new chat in TimelinesAI when updated deal stage in Pipedrive) by completing the following details:
Choose account: Here you'll have to select your Pipedrive Account - we recommend to log into your Pipedrive account beforehand, so Zapier can load it easily within its respective drop-down menu.
Set up trigger: In this section, you'll be able to select the specific stage that you want to work with; these will be loaded from your Pipedrive account. You may leave it empty, in case you want to work with any Pipedrive stage, so Zapier can consider any stage change to trigger the Zap.
Test trigger: Lastly, you can test your trigger here, by allowing Zapier to load your Deals. This Deal will be used by Zapier, for testing this Zap.
Step 3: Editing the Action
Now, you'll proceed to work on the Action that'll follow the Trigger (Send message to existing/new chat in TimelinesAI when updated deal stage in Pipedrive):
Choose account: Here you'll select your TimelinesAI account, which will be the one that will be used to send the message. Keep in mind that Zapier may ask you for a token, which you can always get from TimelinesAI by going to the Zapier section and then, clicking on the token that you have generated there - it'll be automatically copied to your clipboard, so you can then paste it within this section on Zapier.
Set up action: You can enter the details of your message within this section. The fields that you can work with will vary depending on the kind of action you want to make; sending a message to a new chat or an existing chat. We'll go over both scenarios here:
Sending a message to an existing chat:
__Chat Id__: This can be taken from the chat link on TimelinesAI - you'll see the identifier within the Chat URL. You can also get the chat URL from the Deal on Pipedrive
__Whatsapp account phone__: Your WhatsApp account, the one you have connected on TimelinesAI
__Whatsapp chat jid__: WhatsApp Web API chat identifier
__Message text__: The contents of your message. Here you may add variables, retrieved from Pipedrive, to your message, so you can send a personalized message to your contacts:
Sending a message to a new chat:
__Whatsapp account__: Your WhatsApp account, the one you have connected on TimelinesAI
__Phone number__: Your contact's phone number - Zapier will allow you to get this from the Deal, you'll see it as a variable called "Person Id Phone" - make sure to select that variable for this field
__Message text__: The contents of your message. Here you may add variables, retrieved from Pipedrive, to your message, so you can send a personalized message to your contacts. You may refer to the image above for your reference.
Next, Zapier will proceed with the test. Here you'll be able to send a test message using this Zap and how it'd look on TimelinesAI. Zapier will show you how the message will look like, based on the data you filled in before. You may proceed by clicking on "Test action", and the message will be sent to the contact, which will look something like this:
After confirming that the Zap works as you expect it, you may proceed and publish it. This will activate your Zap and you'll be able to use it whenever a Deal stage is changed on Pipedrive.
And that's how you create a Zap to send automated messages to your contacts after a stage is changed for a New Deal on Pipedrive. You'll be able to review this on Zapier by clicking on "Zaps":
Check out other ready-to-use WhatsApp and Zapier Automations
| Looking for something else? No problem, we got you covered! Just register for a free trial and submit your request in our in-app support chat - we will create a template for you!