2Chat + Pipedrive
"trigger 2Chat to send whatsapp group messages for new matching deal filters in Pipedrive"
Boost your team's responsiveness to potential deals with this automation. When a new deal matches your specified filter in Pipedrive, it will immediately prompt 2Chat to send a group text message via WhatsApp. This streamlined communication process helps ensure your team stays up-to-date on all key business transactions, enhancing overall efficiency and collaboration.
Boost your team's responsiveness to potential deals with this automation. When a new deal matches your specified filter in Pipedrive, it will immediately prompt 2Chat to send a group text message via WhatsApp. This streamlined communication process helps ensure your team stays up-to-date on all key business transactions, enhancing overall efficiency and collaboration.
- When this happens...
Deal Matching FilterTriggers when a deal newly matches a Pipedrive filter for the first time.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Send a WhatsApp Group Text MessageSend a text message to a WhatsApp Group
ActionWriteCreate a new record or update an existing record in your app.
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New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Organization
Triggers when an existing organization is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Organization
Assign To
Person
Deal
Lead
Is done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File NameRequired
Deal
Person
Organization
Product
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Status
Stage
Owner
Organization
Person
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Owner
Name
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Product(s)
Finds a product or products by name, ID, or product code (with line item support).
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Search Type
Assign To
Type
Filter
Is done?
Organization
Person
Deal
Lead
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField to Search By
Term to search forRequired
Search for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
NameRequired
Owner
Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch termRequired
NameRequired
Code
Unit
Tax percentage
Is active?
Owner
Currency
Price
Cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundConnected NumberRequired
WhatsApp Group IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Connected NumberRequired
WhatsApp Group IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Connected NumberRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Connected NumberRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Connected NumberRequired
Collection NameRequired
Product IDs to AddRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Connected NumberRequired
Collection IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Connected NumberRequired
Collection IDRequired
Product IDs to Add
Product IDs to Remove
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.From NumberRequired
Phone Number to CheckRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Connected NumberRequired
WhatsApp Group IDRequired
Text Message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.To NumberRequired
From NumberRequired
Text MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Connected NumberRequired
WhatsApp StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Connected NumberRequired
Target NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appConnected NumberRequired
WhatsApp Group IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFilter By
Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
ProductRequired
PriceRequired
QuantityRequired
Discount
Discount Type
Comments
Is enabled?
Tax Method
Tax Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
What to add follower to?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal
Pin note on specified deal?
Person
Pin note on specified person?
Organization
Pin note on specified organization?
Lead
Pin note on specified lead?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Subject
Organization
Assign To
Person
Deal
Lead
Is Done?
Type
Use combined date and time field?
Duration
Free/Busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Search Type
Assigned To
Type
Filter
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search By
Term to search forRequired
Search for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch termRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
TitleRequired
Person
Organization
Owner
Note
Pin Note to Lead?
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch for an Exact Match?
NameRequired
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundConnected NumberRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Connected NumberRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Connected NumberRequired
WhatsApp Group IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Connected NumberRequired
WhatsApp Group IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Connected NumberRequired
Time PeriodRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.First NameRequired
Last Name
Profile Picture URL
Phone Number
Email Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Connected NumberRequired
Product NameRequired
Default Image URLRequired
Product Description
Product Price
Product Currency
Hide Product
Product URL
Custom Product ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Connected NumberRequired
Product IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Connected NumberRequired
Product IDRequired
Product Name
Default Image URL
Product Description
Product Price
Hide Product
Product URL
Custom Product ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Connected NumberRequired
WhatsApp Group IDRequired
Media Public URLRequired
Caption
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.From NumberRequired
To NumberRequired
Media Public URLRequired
Caption
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Connected NumberRequired
Image Public URLRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Connected NumberRequired
Target NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appConnected NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
About 2Chat
2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.
Related categories
About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
