How to Integrate Whatsapp to PipeDrive through Zapier

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Synchronize Whatsapp messaging into PipeDrive (via Zapier)

This integration will sync all Whatsapp messages to Pipedrive as activities of  “Whatsapp chat” type. It will match Whatsapp to contacts by their phone number. If such a number doesn’t exist, the automation will create a new Person.

1. Create Pipedrive Activity “Whatsapp Chat”

Go to Activity Settings of your workspace on PipeDrive (Company Settings>Company Settings>Activities tab).

Create a new activity for messages from Whatsapp. You can name it whatever you like, but you will use it later to set up the Zap so the name will matter.


You must create a custom “Whatsapp Chat” activity in PipeDrive

2. Create new Zap (link to premade Zap, copy&customize account fields):

Zapier 1 e1617358943489

  1. Choose “Webhooks by Zapier” (premium feature). Create Trigger “Webhook”
  2. Trigger Event: Catch Hook
  3. Copy the webhook URL provided by Zapier to the clipboard
  4. Go to Timelines, send a message in one of the chats
  5. Go to Integration>Outbound on TimelinesAI, paste the URL from Zapier and click on Save and Test.
  6. Go back and press continue, ignore other fields
  7. Test the trigger, a message will be displayed. It needs to say “Successful”, otherwise check for possible mistakes or typos.

+Add Action “Find or Create Person in Pipedrive” 

  1. Sign in to PipeDrive if required 
  2. App: Pipedrive
  3. Action: Find Person
  4. Choose Pipedrive account
  5. Setup Action:
    1. Field to search by: Phone
    2. Phone: Message From Phone
    3. Search for an exact match: yes (strict match by phone number)
    4. Create Pipedrive Person if it doesn’t exist yet?  – Yes
    5. Enter Person details
      1. Name: {{Message Contact Full Name}}
      2. Phone: {{Message Contact Phone}}
      3. Visible to: entire company (or other options at your discretion)
      4. initialize the rest of the field as necessary or leave empty
    6. Test & Continue

+Add action “Create Activity in Pipedrive” 

  1. App: Pipedrive
  2. Action: Create activity
  3. Setup action:
    1. Subject: Whatsapp : {{Message Contact Full Name}} 
    2. Person: {{Custom //Pipedrive | Id }}
    3. Is done?: yes
    4. Type: Whatsapp Chat 
    5. Due date and time:  {{ Whatsapp | Message Timestamp }}
    6. Note field  {{Whatsapp | Message Contact Full Name}} 

Note: want to filter out the messages sent by your team? Use Pipedrive “Filter” action to exclude sent messages.

 

Send replies to Whatsapp from PipeDrive

Link to the premade template on Zapier

This automation will enable your team to send Whatsapp messages from Pipedrive Personas.

Send replies from PipeDrive into Whatsapp
  1. New activity in PipeDrive
  2. Set up a filter:
    Only continue if… Type Name (Text) contains Whatsapp Chat // this is to make sure that only messages from Whatsapp Chat activities will be sent to Whatsapp
  3.  A Formatter on Zapier to properly send links in your Whatsapp messages:
  4. Insert the inbound webhook from TimelinesAI (you need to be logged in to get it) into the URL field of the Custom Request step.
Custom Request TimelinesAI webhook
Replace this custom request TimelinesAI webhook with the one from your workspace

That’s it! As a result, when you create a Whatsapp Chat activity on PipeDrive, the text from the Note field will be automatically sent to Whatsapp. Here’s an example:

Whatsapp Chat custom activity
You need to have a custom activity “Whatsapp Chat” on Pipedrive
 
 
 
 
 

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