1.Catches inbound message payload
Integrate Webhooks by Zapier, webhook processing, and routing logic to capture inbound payload fields and expose phone and message data.
Update deal and pin note from incoming webhook
Automatically monitor inbound webhook message payloads across Webhooks by Zapier and Pipedrive. Get instant updates when inbound message arrives, phone matches a person, or the deal stage is advancedβso you can pin notes, advance deals, and refresh deal fields without manual updates.
How this automation advances deal visibility
When inbound message payloads land with phone details, delays can hide customer context in the CRM. This automation routes the payload to Pipedrive, creates pinned notes, and updates deal stagesβso your team can log activity instantly.
Webhooks by Zapieror swap with your favorite app
2.Finds person by phone
Integrate Pipedrive and CRM lookup tools to search by phone and continue only for qualifying person matches.
Pipedriveor swap with your favorite app
3.Finds or selects the related deal
Integrate Pipedrive and deal search tools to locate deals for the person and map the person reference to a deal link.
4.Creates a pinned note on the deal
Integrate Pipedrive, notes workflows, and message mapping to attach the inbound message to the deal as a pinned note.
5.Updates the deal stage and status
Integrate Pipedrive and pipeline tracking tools to update the configured stage and apply label or status changes.
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