Anton Patrai
Created Apr 01, 2023How to send a WhatsApp message when a deal stage is updated In Pipedrive
In this guide, we go step by step to create a Zapier Automation in TimelinesAI.
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Click on Log in
Log in to your Zapier account or create a free one
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Click on the template "Send messages to chats in TimelinesAI with new updates to deal stages in Pipedrive"
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Click to expand Trigger settings
At this step, we will connect the Pipedrive account and pick a Deal Stage for Automation
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Connect Pipedrive account and click click on Continue
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Click to expand
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Pick a stage in Pipeline for your automation
In this case we will send a WhatsApp message when Deal arrives to "Contact Made" stage
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Click on Continue
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Click on "Test Trigger"
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Choose WhatsApp account and create your message
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Click on Show all options to find all custom fields from Pipedrive
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Now create your message using any fields available in Pipedrive
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Review and click "Continue"
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Click on "Test action"
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Click on Publish
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Now go to Pipedrive Click on Deals
We have create a test deal "Qualified Lead deal 2".
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Drag test deal to a stage with Automation
In our case, we send a WhatsApp message from "Contact Made" stage, so we drag it there.
Click in a Deal to see results.
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Message was sent
As you see the automated message is sent and synced to the Pipedrive person. It contains sender's name and "via automation" label.
Well done!
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