Automated WhatsApp Messaging with Pipedrive Triggers
Last updated
Last updated
Step 1: Create a Webhook for Automated WhatsApp Messaging
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.”
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
Add a New Automation:
Return to the “Automations” section.
Click the “+ Automation” button to create a new automation.
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.”
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
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”
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.
✨ 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).
⚠️ Note: The line break functionality is provided by our integration and is not natively supported in the CRM.
🤝 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:
Click the ➕ button on the right side of the message input field.
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. 🚀
