Send WhatsApp message for new Pipedrive deals

Get this template

Get this template

Apps used in template

Pipedrive CRM

WhatsScale - Whatsapp Automation

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 a Follower

Add follower to an object of selected type (deals, organizations, persons).

Action

Add a Follower (Deprecated)

Add follower to an object of selected type (deals, organizations, persons).

Action

Add a Participant to a Deal

Adds a participant to a deal.

Action

Add a Product to a Deal

Adds a product to the deal.

Action

Add a Recurring Subscription (Deprecated)

Adds a new recurring subscription to a deal.

Action

Add a Tag to a CRM Contact

Adds a tag to an existing contact in your WhatsScale CRM

Action

Add an Installment Subscription (Deprecated)

Adds a new installment subscription.

Action

Add an Installment to a Deal

Adds an installment to a deal.

Action

Cancel a Recurring Subscription (Deprecated)

Cancels a recurring subscription.

Action

FAQ

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