New WhatsApp chats are created as deals or leads at Pipedrive in accordance to the settings from https://app.timelines.ai/integrations/pipedrive/master/ > _Action on New Chat_. Newly created deals or leads will have the following title by default: _Whatsapp deal ({$contactname_or_numberhere)_. This automation changes this default title.
Open your Pipedrive account > desired Pipeline > Automations
Add a new automation:
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Triggered by: select the desired option |
Trigger: Deal ( or Lead)> Deal (or Lead) Created >apply trigger
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| Add instant condition > Deal (or Lead) title contains Whatsapp deal
| | Add an action: Deal> Update Deal (or Lead) Fields
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Action setup ( selecting field that will be changed): Select "Title" as a field > Next
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Action setup: (setting the new "Title"): Step options > Deal created > select "Deal" > Next
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| Action setup: (setting the new "Title"): Type the desired new title . You can add variables using the + icon to the right of the field
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Save and activate the new automation.
End result: New Pipedrive deals or leads that contain "Whatsapp deal" in their title, will be named to "My new Title here: {$Pipedrive_deal_contact_person_name}".
