CRM PipeRun + Wati

CRM PipeRun + Wati integrations

Create new persons in CRM PipeRun when new contacts are created in Wati

Streamline your workflow by seamlessly connecting Wati and PipeRun. With this setup, every time a new contact is created in Wati, a person is created in your PipeRun CRM. This allows for efficient contact management and ensures prompt follow-up in your customer relationship efforts. Save time and enhance your customer relations process with this convenient automation.

When this happens...
New Contact CreatedWhen a new contact is created from an incoming whatsapp message
TriggerInstant
automatically do this!
Create PersonCreates a new person.
ActionWrite

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More things you can do with Wati and CRM PipeRun

Discover other triggers and actions you can use with Wati and CRM PipeRun

New Contact Created
When a new contact is created from an incoming whatsapp message
Trigger
Instant
Try It
- WhatsApp Number
  Required
- Contact Name
  Required
- Custom Params
Action
Write
- WhatsApp Number
  Required
- Template Name
  Required
- Broadcast Name
  Required
- Custom Params
- Phone number
Action
Write
New Activity
Triggers when an activity is created.
Trigger
Polling
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New Items
Triggers when an item is created.
Trigger
Polling
Try It

New Deal
Triggers when a deal is created.
Trigger
Polling
Try It
- Data Method
  Required
Trigger
Polling
Try It

- Subject
  Required
- Description
  Required
- Type
  Required
- Owner
  Required
- Deal
  Required
- Status
  Required
- Start At
  Required
- Duration
  Required
Action
Write
- Update
  Required
- Status
  Required
- Identifier
  Required
- Title
  Required
- Funnel/Stage
  Required
- Owner
- Deal value (P&S)
- Recurring value (MRR)
- Person Email
  Required
- Person Name
- Person ID (CPF)
- Person Phone
- Person Mobile Phone
- Person City
- State
- Person Job
- Company ID (CNPJ)
- Company Name
- Company Website
- Origin/Source
- Notes
- Tags
Action
Write
- Name
  Required
- Person ID (CPF)
- Gender
- Email
- Phone
- Manager
- Person Job
- Website
- Facebook
- LinkedIn
- Postal code
- Address
- Address number
- Address Complement
- Neighborhood
- State
- City
- Tags
- Observation
Action
Write

New Incoming Message
When there is any incoming message on your number
Trigger
Instant
Try It
- WhatsApp Number
  Required
- Message Text
  Required
Action
Write
- WhatsApp Number
  Required
- Custom Params
  Required
Action
Write
New Company
Triggers when a company is created.
Trigger
Polling
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Lost Deal
Triggers when a deal is updated to lost.
Trigger
Polling
Try It
New Person
Triggers when a person is created.
Trigger
Polling
Try It
Won Deal
Triggers when a deal is updated to won.
Trigger
Polling
Try It
- Name
  Required
- Company Name
- Company ID (CNPJ)
- Email
- Phone
- Website
- Facebook
- LinkedIn
- Owner
- Manager
- Postal code
- Address
- Address number
- Address Complement
- Neighborhood
- State
- City
- Tags
- Observation
Action
Write
- Name
  Required
- Cost
- Unit Value
- Description
  Required
- Type
  Required
Action
Write
- User
  Required
- Currency
  Required
- Proposal Counter
  Required
- Deal
  Required
- Items
Action
Write

About CRM PipeRun

CRM PipeRun is a Sales Funnel and Management CRM. From generated lead to the signed contract, all in a single system.

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Related categories

Sales & CRM

About Wati

Wati is an end-to-end customer communication platform on WhatsApp with Team Inbox, No Code Chatbot Builder, Broadcasts & more.

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Related categories

Communication