Connect Pipedrive and WhatsApp Notifications to unlock the power of automation
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Set up your first integration
Quickly connect Pipedrive to WhatsApp Notifications with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Pipedrive with WhatsApp Notifications - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Activity Matching Filter" from Pipedrive.
Add your action
An action happens after the trigger—such as "Send Message" in WhatsApp Notifications.
You’re connected!
Zapier seamlessly connects Pipedrive and WhatsApp Notifications, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Activity filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling- New Lead
Triggers when a lead is created.
Try ItTriggerPolling - New Note
Triggers when a new note is created.
Try ItTriggerInstant
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - NoteRequired
Try ItTriggerPolling- FilterRequired
Try ItTriggerPolling
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Practical ways you can use Pipedrive and WhatsApp Notifications
Notify on WhatsApp for new deals in Pipedrive.
When your Pipedrive account registers a new deal, Zapier sends a WhatsApp notification to keep you informed. This ensures you stay updated on your sales funnel without needing to constantly check your CRM.
Business OwnerSend WhatsApp alerts for new leads in Pipedrive.
Whenever a new lead is created in Pipedrive, Zapier issues a WhatsApp notification. This keeps your marketing team promptly informed, making it easy to act quickly and nurture leads effectively.
Marketing & Marketing OpsSend reminders for new activities to WhatsApp.
When a new activity is created in Pipedrive, Zapier sends a WhatsApp reminder. This helps sales professionals stay on top of their daily schedules, improving task performance and responsiveness.
Sales OpsLearn how to automate Pipedrive on the Zapier blog
Learn how to automate WhatsApp Notifications on the Zapier blog
Frequently Asked Questions about Pipedrive + WhatsApp Notifications integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Pipedrive and WhatsApp Notifications
How do I set up integration between Pipedrive and WhatsApp?
To set up the integration, start by connecting both your Pipedrive and WhatsApp accounts to our platform. Once linked, you can choose specific triggers in Pipedrive, such as a new deal or updated contact, to send notifications via WhatsApp.
What are some common triggers available for this integration?
Common triggers for integrating Pipedrive with WhatsApp include a new deal creation, deal stage changes, updated contacts, and completed activities in Pipedrive.
Can I customize the WhatsApp message content sent from a trigger in Pipedrive?
Yes, you can customize the content of your WhatsApp messages. Our platform allows you to map fields from Pipedrive into your message text ensuring that each notification is personalized based on the trigger event.
Is it possible to use the integration for group chats on WhatsApp?
Currently, our integration supports sending messages to individual contacts fetched from Pipedrive. Sending messages directly to group chats is not supported at this time.
Are there any limitations on the number of messages sent through this integration?
While we do not impose strict limits on our end, you should be aware of WhatsApp's policies regarding message frequency which may dictate practical limits.
Can incoming WhatsApp messages update data in Pipedrive automatically?
Our current setup primarily supports outbound notifications from Pipedrive triggers. Incoming message processing and automatic updating of records in Pipedrive would require additional customization.
What kind of support is available for troubleshooting issues with the integration?
We provide comprehensive documentation and customer support via email or chat to help troubleshoot any issues you might encounter during setup or use of the integration.