Mark "New WA message" activity as Un-Done

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

  via Pipedrive Workflow Automation New received WhatsApp messages appear as Done activities in Pipedrive. This automation will mark such activities as To-Do. Open your Pipedrive account desired Pipeline Automation Add 2 new automations:Few readers

• Pipedrive automations: populate custom field with formatted data from an existing "Phone" field

  via Pipedrive Workflow Automation TimelinesAI Pipedrive integration adds contact's phone number into the Person's phone field. This automation populates a new custom field (WhatsApp chat link) with a number from person's "Phone" field and adds https://wa.me/ at the beginning of the number. The end value will have the https://wa.me/+XXXXXXXXX format and will open WhatsApp web or WhatsApp app on click where you can manage that chatSome readers

• Pipedrive & Zapier: sending automatic WhatsApp messages

  via Zapier Table of contents Send WA message to new Pipedrive deals/leads Send WA message to new Pipedrive deals/leads Create a new Zap at Zapier.com Trigger : app: searFew readers

• Send WA Message to New Pipedrive Deals/Leads

  The integration of Pipedrive & Make.com allows the automated workflows to send WhatsApp messages to your contacts based on specific triggers within Pipedrive. Using Make.com, users can create scenarios that define actions (such as sending a WhatsApp message) when certain events occur in Pipedrive, like a deal stage update. This integration works across all Pipedrive plans. The setup involves configuring Make.com to connect with Pipedrive via API, and linking WhatsApp using the appropriate modulFew readers

• Pipedrive Automations: change default deal/lead titles

  via Pipedrive Workflow Automation 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 ( $contactnameornumberhere). This automation changes this default title. Open your Pipedrive account desired Pipeline AutomatiFew readers