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.”

  

2. 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.

  

2. 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.”

  

3. 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”

  

2. 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.

  
• This completes the setup of automated WhatsApp messaging using Pipedrive triggers. Make sure to review your settings and test the automation to ensure it works as expected.