2Chat + Pipedrive
Create Pipedrive deals from new 2Chat whatsapp conversations
Easily streamline your sales process with this workflow. When a new conversation starts in the 2Chat app, a deal is instantly created in Pipedrive, allowing you to manage potential sales opportunities more efficiently. This is an ideal solution for businesses looking to seamlessly connect customer interactions to the sales pipeline.
Easily streamline your sales process with this workflow. When a new conversation starts in the 2Chat app, a deal is instantly created in Pipedrive, allowing you to manage potential sales opportunities more efficiently. This is an ideal solution for businesses looking to seamlessly connect customer interactions to the sales pipeline.
- When this happens...
New WhatsApp ConversationTriggers when a new WhatsApp conversation is started on your 2Chat connected number.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create DealCreates a new deal.
ActionWriteCreate a new record or update an existing record in your app.
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Connected NumberRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Connected NumberRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Connected NumberRequired
WhatsApp Group IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Connected NumberRequired
WhatsApp Group IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Connected NumberRequired
Time PeriodRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.First NameRequired
Last Name
Profile Picture URL
Phone Number
Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Connected NumberRequired
Product NameRequired
Default Image URLRequired
Product Description
Product Price
Product Currency
Hide Product
Product URL
Custom Product ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Connected NumberRequired
Product IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Connected NumberRequired
Product IDRequired
Product Name
Default Image URL
Product Description
Product Price
Hide Product
Product URL
Custom Product ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Connected NumberRequired
WhatsApp Group IDRequired
Media Public URLRequired
Caption
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.From NumberRequired
To NumberRequired
Media Public URLRequired
Caption
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Connected NumberRequired
Image Public URLRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Connected NumberRequired
Target NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appConnected NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCopy
FilterRequired
Deal status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Lead
Triggers when a lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Person
Triggers when an existing person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Filter ID
Status
Board ID
Phase ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFilter By
Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person IDRequired
Label IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Product Variation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Follower User IDRequired
Choose where to add the followerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal ID
Pin note to deal
Person ID
Pin note to person
Organization ID
Project ID
Pin note to organization
Lead ID
Pin note to lead
Pin note to project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization ID
Person ID
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Remove All Existing Labels?
Labels to Remove
Labels to Add
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Deal IDRequired
Title
Status
Stage
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization to UpdateRequired
Organization Name
Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Product IDRequired
Product Name
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Title
Project ID
Description
Done
Due Date
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Subject
Search Type
Activity Owner
Activity Filter
Completion Status
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TermRequired
Exact Match?
Assignee
Project
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appActivity Subject
Search Type
Activity Owner
Activity Filter
Mark as Done
Organization ID
Deal ID
Lead ID
Project ID
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Organization NameRequired
Organization Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch TermRequired
Exact Match?
Assignee
Project IDRequired
Done
TitleRequired
Description
Due Date
Parent Task ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Connected NumberRequired
WhatsApp Group IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Connected NumberRequired
WhatsApp Group IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Connected NumberRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Connected NumberRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Connected NumberRequired
Collection NameRequired
Product IDs to AddRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Connected NumberRequired
Collection IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Connected NumberRequired
Collection IDRequired
Product IDs to Add
Product IDs to Remove
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.From NumberRequired
Phone Number to CheckRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Connected NumberRequired
WhatsApp Group IDRequired
Text Message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To NumberRequired
From NumberRequired
Text MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Connected NumberRequired
WhatsApp StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Connected NumberRequired
Target NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appConnected NumberRequired
WhatsApp Group IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
Discount DescriptionRequired
Discount AmountRequired
Discount TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Add Multiple Products?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Subject
Activity Owner
Organization ID
Deal ID
Lead ID
Project ID
Mark as Done
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Deal ID
Person ID
Organization ID
Product ID
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person ID
Organization ID
Owner User ID
Note
Pin note to lead
Label ID(s)
Expected Close Date
Lead Value
Lead Value Currency Code
Source Channel ID
Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization NameRequired
Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project IDRequired
Description
Done
Due Date
Assignee
Parent Task ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity to UpdateRequired
Activity Subject
Activity Owner
Organization ID
Deal ID
Lead ID
Project ID
Mark as Done
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Title
Owner User ID
Organization ID
Person ID
Label ID(s)
Expected Close Date
Lead Value
Lead Value Currency Code
Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Person to UpdateRequired
Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Title
Project Board
Project Phase
Description
Status
Owner
Start Date
End Date
Deals
Organization ID
Person ID
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization ID
Organization Items
Include Persons
Include Deals
Include Activities
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search TermRequired
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
Include file data
TitleRequired
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField to Search ByRequired
Search TermRequired
Exact Match
TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization ID
Person ID
Labels
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About 2Chat
Related categories
About Pipedrive
Related categories
Related Zap Templates
- Create new 2Chat contacts for new Pipedrive leads
- Send whatsapp group text messages in 2Chat for new deals in Pipedrive
- "trigger 2Chat to send whatsapp group messages for new matching deal filters in Pipedrive"
- Send whatsapp messages via 2Chat when deal stages get updated in Pipedrive
- Create new 2Chat contacts from new people in Pipedrive