Automated WhatsApp Messaging with Pipedrive Triggers

Step 1: Create a Webhook for Automated WhatsApp Messaging

  1. Open Webhooks Menu and Add a New Webhook

  • In the Pipedrive interface, click on the “More” section (three dots) on the left side of the screen.

  • Select “Automations” and then choose “Webhooks.”

  • In the Webhooks menu, select the “Automated Webhooks” subsection.

  • Click the “+ Webhook” button in the top-right corner.

  • Choose “Add Automated Webhook.”

  1. Configure Webhook Details:

  • Webhook Name: Enter a name for the webhook (e.g., “Automated WhatsApp Messaging”). You can name it as desired for better identification.

  • Endpoint URL: Copy the URL from your connection settings by clicking “Copy a Webhook URL.” Paste this URL into the “Endpoint URL” field.

  • Click “Save” to complete the webhook setup.

Step 2: Create an Automation

  1. Add a New Automation:

  • Return to the “Automations” section.

  • Click the “+ Automation” button to create a new automation.

  1. Set Up Trigger Event:

  • Select the desired triggering event. For example, we want to send a message when a new deal is created in a certain funnel and stage:

  • Select “Deal” as the trigger.

  • Set the Event to “Added.”

  • Click “Apply Trigger.”

  1. Configure Trigger Conditions:

  • Set the conditions for the trigger, such as choosing the pipeline and stage where the deal will be created.

  • Adjust the parameters as needed and save the conditions.

Step 3: Add Action to Send Webhook Request

  1. Add an Action:

  • Click the “+” button and select:

  • Action: “Webhook”

  • Action Type: “Send Webhook Request”

  • Click “Next”

  • Keep these fields as default and Click “Next”

  1. Configure Webhook Action:

  • Webhook: From the list, choose the webhook you created in Step 1 (e.g., “Automated WhatsApp Messaging”).

  • Method: Select “POST” from the list.

  • Body:

  • Add entry

  • For the “Key” field, enter “phone_number

  • For the “Value” field, select “Deal contact person phone” (Note: Ensure that the entity selected in the “Value” field corresponds with the trigger (e.g., lead with lead, deal with deal). The value should be the client’s phone number.

  • For the second “Key” field, enter message.

  • For the “Value” field, paste the text of your automated message.

    (Optional) Add Attachment:

  • If you need to send a message with an attachment (e.g., an image or document), click “+ Add Entry.”

  • Enter file_url in the “Key” field.

  • Paste the direct URL of the document or image in the “Value” field.

  • Click “Save” to finalize the action.

Sending Multiple Attachments:

  • In the “Value” field, enclose all file URLs in square brackets [] and wrap each URL in double quotes "".

  • Separate each URL with a comma.

  • Ensure the field looks like this:

Example: ["https://example.com/file1.jpg", "https://example.com/file2.jpg", "https://example.com/file3.jpg"]

  • Click “Save” to finalize the action.

Important Note: While multiple files can be sent in one automation, WhatsApp will deliver each file as a separate message. Unfortunately, WhatsApp does not support sending multiple files as a single message.

How to Add Line Breaks in a Message?

To insert a line break in your message, use the \n symbol where you want the line to break.

📌 Example:

Hello, {Lead contact person name} !\nThank you for reaching out to us.

This will appear as:

Hello, John! Thank you for reaching out to us.

🔹 Additional Tip for Line Breaks:

  • If you use \n\n, it will create a double line break (move the text down by two lines).

🤝 How to Personalize Messages?

You can make your messages more personal by inserting dynamic values from the deal or contact fields. 💡 Steps to personalize a message:

  1. Click the ➕ button on the right side of the message input field.

  2. Select the desired value, such as Lead contact person name.

📌 Example:

Hello, {Lead contact person name}! Your order is being processed. 🚀

This will appear as:

Hello, John! Your order is being processed. 🚀

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