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Pipedrive Automations
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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:
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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 chat
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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: sear
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Pipedrive & Make.com: sending automatic WhatsApp messages
via Make.com Table of contents Send WA message to new Pipedrive deals/leads Send WA message to new Pipedrive deals/leads Create a new scenario at Make.com Trigger : app: s
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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 Automati
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