via Zapier
Table of contents
Send WA message to new Pipedrive deals/leads
This workflow requires a field within the Pipedrive containing user phone numbers in international format.
Create a new Zap at Zapier.com
Trigger :
app: search for and select _Pipedrive_
event: select the desired event : _New Deal_ or _New Lead_
Test the trigger by creating a new entry ( deal or lead depending on the selected event) at Pipedrive. Make sure to add a valid Phone number into the designated field when adding a new entry.
Action:
app: search for and select _TimelinesAI_
event: select _Send Message to New Chat_
account: choose your connection. If you don't have any connections, establish the connection with your TimelinesAI workspace by entering your token from https://app.timelines.ai/integrations/zapier/
WhatsApp Account: select the desired WhatsApp account. This is the number FROM which the message will be sent
Phone number: insert the Pipedrive field that contains the user's phone number ( passed from Trigger)
Message text: type in the desired text to be sent to the user
Test and publish your zap