Send WhatsApp Messages to New Pipedrive Leads Using Pabbly Connect

Learn how to automate sending WhatsApp messages to new Pipedrive leads using Pabbly Connect. Follow this detailed tutorial for step-by-step guidance. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin sending WhatsApp messages to new Pipedrive leads, you first need to access Pabbly Connect. This platform allows you to automate workflows seamlessly between applications. If you do not already have an account, you can create one for free in just a couple of minutes.

Once logged into Pabbly Connect, navigate to your dashboard. Here, you will find the option to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow, for instance, ‘Send WhatsApp Messages to New Pipedrive Leads’. This sets the stage for the automation process.

2. Setting Up Trigger and Action in Pabbly Connect

In this step, you will configure the trigger and action for your automation within Pabbly Connect. The trigger will be set to Pipedrive, which means that whenever a new lead is created, it will initiate the action of sending a WhatsApp message. To do this, select Pipedrive as your trigger application.

• Choose the trigger event as ‘New Lead Created’.
• Connect your Pipedrive account by entering your API token.
• Save the connection to test if it captures the latest lead details.

After saving, Pabbly Connect will show the recent lead details. This confirms that the connection with Pipedrive is successful and ready for automation.

3. Creating WhatsApp Message Action in Pabbly Connect

Next, you will set up the action to send WhatsApp messages using Pabbly Connect. For this, select the interact application as your action app. This will allow you to send messages via WhatsApp whenever a new lead is generated in Pipedrive.

To connect the interact application, you will need to enter your secret key. This key is essential for authenticating your account. Once connected, specify the details required for sending the WhatsApp message:

• Enter the country code and the phone number of the lead.
• Map the variables from Pipedrive to the WhatsApp message template.
• Provide a template code for the WhatsApp message.

After mapping these fields, you can save and test the action. If successful, you will receive a confirmation that the WhatsApp message has been sent to the new lead.

4. Testing the Pabbly Connect Automation

Once both the trigger and action are set up in Pabbly Connect, it’s time to test the automation. You can create a new lead in your Pipedrive CRM to see if the WhatsApp message is sent automatically. Fill out the necessary details in your web form to generate a new lead.

After submitting the form, check your WhatsApp to see if the message has arrived. The message should include personalized details like the lead’s name and any other mapped variables. This confirms that the automation is functioning correctly and that Pabbly Connect is effectively linking Pipedrive and WhatsApp.

5. Finalizing Your Pabbly Connect Workflow

After successfully testing the automation, you can finalize your setup in Pabbly Connect. Make sure to review all settings and ensure that the connections between Pipedrive and WhatsApp are properly configured. This ensures that every new lead created in Pipedrive will automatically receive a WhatsApp message.

As a best practice, monitor the automation for a few days to ensure that it is working as expected. Adjust any settings in Pabbly Connect if necessary. This automation will save you time and improve communication with your new leads.

Conclusion

In summary, using Pabbly Connect to send WhatsApp messages to new Pipedrive leads is a straightforward process. By setting up triggers and actions, you can automate your messaging efficiently. This integration helps streamline your communication and enhances lead engagement.