Send WhatsApp message for new Pipedrive deals
Send WhatsApp message for new Pipedrive deals
Apps used in template
About
Engage your sales pipeline the exact second a lead drops in. This template actively monitors Pipedrive for newly created deals, instantly retrieves the associated contact's phone number, and fires off a personalized WhatsApp message via WhatsScale.
Perfect for sales teams and growth engineers who want to automate their outreach, acknowledge new opportunities instantly, and keep leads warm without lifting a finger.
How it works:
- Pipedrive detects a new deal added to your pipeline.
- The scenario retrieves the specific contact (Person) details linked to that deal.
- A built-in filter safely ensures the automation only proceeds if a valid phone number exists.
- WhatsScale delivers a customized text message directly to their WhatsApp.
Requirements: A WhatsScale account with an active WhatsApp session, and a Pipedrive account where contacts contain phone numbers with country codes.
Built by WhatsScale — [email protected]
Trusted by thousands of fast-scaling organizations around the globe
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Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Add follower to an object of selected type (deals, organizations, persons).
Add follower to an object of selected type (deals, organizations, persons).
Adds a participant to a deal.
Adds a product to the deal.
Adds a new recurring subscription to a deal.
Adds a tag to an existing contact in your WhatsScale CRM
Adds a new installment subscription.
Adds an installment to a deal.
Cancels a recurring subscription.
FAQ
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.
How it works
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