Skip to content
  • There are no suggestions because the search field is empty.

Zapier: Pipedrive Integration - Template sent and an activity is created

Pipedrive integration. Automatically create tasks. Automatically send WhatsApp templates. Automate Pipedrive.

Introduction

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

 

Video Tutorial

Step-by-step instructions

  1. First create the zap from the helpcenter article before this one.
    ​

  2. Now create a delay and select Delay for.
    ​

     

    1. Enter the time for which the zap should be paused in Time Delayed For (value).
      ​

    2. Under Time Delayed For (unit), select the time unit for which the zap should be paused.

       

  3. Then select the Create Activity event.
    ​

    1. Under Subject, enter the title of the task.
      ​

    2. Under Organization, select the organization to which the task should be linked.
      ​

    3. For Assign To, enter the person to whom the task should be assigned.
      ​

    4. For Person, select the contact to whom the task should be linked.
      ​
      ​

  4. Publish the Zap. Now the desired template is always sent out when the deal changes stage and a task gets created in Pipedrive with the desired delay.

 

Next steps

Next, we recommend you to read the following article, how to create a Zap that automatically attaches a label to a conversation when a deal is marked as won in Pipedrive:

 

 


 

Personal Consultation & Setup

Seeking assistance to optimise your Superchat processes and ensure everything is professionally set up? Our experts are happy to assess your current procedures and deliver tailored solutions, enabling you to make the most of Superchat’s features.

 

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.

 


 

Connect & Learn

Become part of our community and start exchanging ideas with industry experts today! We offer the ideal space for you to gather new ideas, make valuable connections, and gain inspiration for your next steps with Superchat.