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Zapier: Pipedrive Integration - Deal stage change

Pipedrive Integration. Automatically send WhatsApp messages. Pipedrive deal stage change.

Introduction

In this article, we explain how you can use Zapier to automatically send a WhatsApp template when the deal changes the stage in Pipedrive.

 

Video Tutorial

Step-by-step description

  1. Create a new Zap in Zapier.
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  2. Select Updated Deal as the event.
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  3. Then set the following triggers:
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    1. Under Filter By select Stage in Pipeline.
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    2. For Stage in Pipeline select the stage at which a template is to be sent.

     

  4. Next, create Find a Contact in Superchat.
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  5. Then create the Send WhatsApp event and select the desired template.
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    1. Select Sent by Zapier as the sender name.
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    2. For To select the phone number from Find a Contact.
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    3. Under From select your WhatsApp profile.
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    4. Under Template select the template you want to send.
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  6. Publish the Zap. Now the desired template always gets sent out when the deal stage is changed.


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Next Steps

We recommend the following article about how to create a Zap that automatically sends a template when a deal changes stages in Pipedrive and a task is created in Pipedrive:
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Personal Consultation & Setup

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Simply contact our support team by clicking on the question mark in the top right of Superchat and selecting β€œContact Support” to arrange a paid consultation.

 


 

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