Integrate Pipedrive with WhatsApp Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Pipedrive with WhatsApp using Pabbly Connect to automate messaging for new deals efficiently. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration Setup

To begin the integration process, you need to access Pabbly Connect. Start by visiting the Pabbly Connect dashboard at Pabbly.com/connect. Here, you can quickly sign up for a free account, which provides you with 100 automation tasks every month.

After logging in, click on the ‘Create Workflow’ button to initiate the setup. Name your workflow something relevant, such as ‘Pipedrive to WhatsApp Automation.’ This naming helps you identify the automation easily in the future.

2. Set Up Trigger in Pipedrive with Pabbly Connect

In this step, you will configure the trigger for your automation using Pabbly Connect. Select Pipedrive as the trigger application. Choose the event ‘New Deal’ to trigger the workflow whenever a new deal is created in Pipedrive.

• Choose Pipedrive as the application.
• Select ‘New Deal’ as the trigger event.
• Connect your Pipedrive account using the API token from your Pipedrive settings.

After connecting, ensure you provide your company’s domain from the Pipedrive URL. This setup allows Pabbly Connect to listen for new deals added to your Pipedrive account.

3. Create a Test Deal in Pipedrive

Next, you need to create a test deal in Pipedrive to test the integration. Go to your Pipedrive dashboard and add a new deal in the ‘Qualified Leads’ stage. Fill in the necessary details such as the contact person’s name, organization, deal title, and WhatsApp number.

Once you save the deal, return to Pabbly Connect and click on ‘Save and Send Test Request’. This action will fetch the deal’s data, which will be used in the subsequent steps to send WhatsApp messages.

4. Fetch WhatsApp Number Using Pabbly Connect

Since the initial data fetched does not include the WhatsApp number, you will need to add another action step to retrieve it. Again, select Pipedrive as the application and use the action event ‘Find Person by ID’. This will allow Pabbly Connect to fetch additional details about the contact associated with the deal.

• Use the person ID from the first step to find the contact.
• Connect using the existing Pipedrive connection.
• Save and send the test request to retrieve the WhatsApp number.

After successfully fetching the WhatsApp number, you are now ready to send messages to the lead automatically.

5. Send WhatsApp Message Using Pabbly Connect

In this final step, set up the action to send a WhatsApp message using the WhatsApp Cloud API. Choose the action event ‘Send Template Message’ and connect your WhatsApp Cloud API account by providing the necessary credentials. using Pabbly Connect

Map the WhatsApp number retrieved from the previous step, select the message template you created, and fill in any dynamic fields required for the message. Click on ‘Save and Send Test Request’ to send a test message.

Once the test is successful, your automation is complete! Now, every time a new deal is created in Pipedrive, a WhatsApp message will be sent automatically to the associated contact, streamlining your communication process.

Conclusion

Integrating Pipedrive with WhatsApp using Pabbly Connect allows you to automate communication for new deals effectively. This setup not only saves time but also enhances your ability to engage with leads promptly.