2Chat + Pipedrive

Send whatsapp messages via 2Chat when deal stages get updated in Pipedrive

Stay on top of your Pipedrive updates and enhance your communication efficiency with this workflow. When a Deal Stage is updated in Pipedrive, it swiftly swings into action and sends a WhatsApp text message through the 2Chat app. Perfect for sales professionals who wish to instantly communicate deals' progress, this automation ensures you never miss an important update and keep all relevant parties immediately informed.

When this happens...
Updated Deal Stage
Triggers when a deal's stage is updated.
TriggerInstant
automatically do this!
Send a WhatsApp Text Message
Send a text message to a WhatsApp-enabled phone number
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

New Activity
Triggers when a new activity is created.
Trigger
Scheduled
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Lead
Triggers when a Lead is created.
Trigger
Scheduled
Try It
New Organization
Triggers when a new organization is created.
Trigger
Scheduled
Try It
New Person
Triggers when a new person is created.
Trigger
Scheduled
Try It

- Stage in Pipeline
Trigger
Instant
Try It
Updated Organization
Triggers when an existing organization is updated.
Trigger
Scheduled
Try It

- PersonRequired
- LabelRequired
Action
Write
- SubjectRequired
- Organization
- Assign To
- Person
- Deal
- Lead
- Is done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public Description
Action
Write
- FileRequired
- File NameRequired
- Deal
- Person
- Organization
- Product
- Activity ID
- Note ID
Action
Write
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
Action
Write
- NameRequired
- Owner
- Address
Action
Write
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead Cost
Action
Write
- DealRequired
- Title
- Status
- Stage
- Owner
- Organization
- Person
- Value
- Currency
Action
Write
- OrganizationRequired
- Owner
- Name
- Address
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search for an Exact Match?
Action
Search
- Person
Action
Search
- Search for an Exact Match?
Action
Search
- Search ByRequired
Action
Search
- Search for an Exact Match?
Action
Search
Find Product(s)
Finds a product or products by name, ID, or product code (with line item support).
Action
Search
- SubjectRequired
- Search Type
- Assign To
- Type
- Filter
- Is done?
- Organization
- Person
- Deal
- Lead
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public Description
Action
Search or write
- Field 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
Action
Search or write
- Search for an Exact Match?
- NameRequired
- Owner
- Address
Action
Search or write
- Search termRequired
- NameRequired
- Code
- Unit
- Tax percentage
- Is active?
- Owner
- Currency
- Price
- Cost
- Overhead Cost
Action
Search or write
- From NumberRequired
Trigger
Instant
Try It
- Connected NumberRequired
- WhatsApp Group IDRequired
Trigger
Instant
Try It
- Connected NumberRequired
- WhatsApp Group IDRequired
Trigger
Instant
Try It
- Connected NumberRequired
Trigger
Instant
Try It
- Connected NumberRequired
Trigger
Instant
Try It
- Connected NumberRequired
- Collection NameRequired
- Product IDs to AddRequired
Action
Write
- Connected NumberRequired
- Collection IDRequired
Action
Write
- Connected NumberRequired
- Collection IDRequired
- Product IDs to Add
- Product IDs to Remove
Action
Write
- From NumberRequired
- Phone Number to CheckRequired
Action
Write
- Connected NumberRequired
- WhatsApp Group IDRequired
- Text Message
Action
Write
- To NumberRequired
- From NumberRequired
- Text MessageRequired
Action
Write
- Connected NumberRequired
- WhatsApp StatusRequired
Action
Write
- Connected NumberRequired
- Target NumberRequired
Action
Search
- Connected NumberRequired
- WhatsApp Group IDRequired
Action
Search

- Filter IdRequired
Trigger
Scheduled
Try It
- FilterRequired
- Deal Status
Trigger
Scheduled
Try It
New Note
Triggers when a new note is created.
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
Try It
- FilterRequired
Trigger
Scheduled
Try It
- Filter By
- Field to Watch for Changes On
Trigger
Instant
Try It
- Person Fields
Trigger
Instant
Try It
- DealRequired
- ProductRequired
- PriceRequired
- QuantityRequired
- Discount
- Discount Type
- Comments
- Is enabled?
- Tax Method
- Tax Percentage
Action
Write
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Write
- FollowerRequired
- What to add follower to?Required
Action
Write
- 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?
Action
Write
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Write
- ActivityRequired
- Subject
- Organization
- Assign To
- Person
- Deal
- Lead
- Is Done?
- Type
- Use combined date and time field?
- Duration
- Free/Busy
- Note
- Public Description
Action
Write
- LeadRequired
- Title
- Owner
- Organization
- Person
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
Action
Write
- PersonRequired
- Name
- Owner
- Organization
- Email
- Phone
Action
Write
- SubjectRequired
- Search Type
- Assigned To
- Type
- Filter
- Status
Action
Search
- Field to Search By
- Term to search forRequired
- Search for an Exact Match?
Action
Search
- Search for an Exact Match?
Action
Search
- Note IDRequired
Action
Search
- Search for an Exact Match?
Action
Search
- Search termRequired
Action
Search
- Field to Search ByRequired
Action
Search
- Search for an Exact Match?
- TitleRequired
- Creation Date
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Value
- Currency
Action
Search or write
- Search for an Exact Match?
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin Note to Lead?
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
Action
Search or write
- Search for an Exact Match?
- NameRequired
- Owner
- Organization
- Email
- Phone
Action
Search or write
- Connected NumberRequired
Trigger
Instant
Try It
- Connected NumberRequired
Trigger
Instant
Try It
- Connected NumberRequired
- WhatsApp Group IDRequired
Trigger
Instant
Try It
- Connected NumberRequired
- WhatsApp Group IDRequired
Trigger
Instant
Try It
- Connected NumberRequired
- Time PeriodRequired
Trigger
Instant
Try It
- First NameRequired
- Last Name
- Profile Picture URL
- Phone Number
- Email Address
Action
Write
- Connected NumberRequired
- Product NameRequired
- Default Image URLRequired
- Product Description
- Product Price
- Product Currency
- Hide Product
- Product URL
- Custom Product ID
Action
Write
- Connected NumberRequired
- Product IDRequired
Action
Write
- Connected NumberRequired
- Product IDRequired
- Product Name
- Default Image URL
- Product Description
- Product Price
- Hide Product
- Product URL
- Custom Product ID
Action
Write
- Connected NumberRequired
- WhatsApp Group IDRequired
- Media Public URLRequired
- Caption
Action
Write
- From NumberRequired
- To NumberRequired
- Media Public URLRequired
- Caption
Action
Write
- Connected NumberRequired
- Image Public URLRequired
Action
Write
- Connected NumberRequired
- Target NumberRequired
Action
Search
- Connected NumberRequired
Action
Search

About 2Chat

2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.

Learn more Help

Related categories

eCommerce

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.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Related Zap Templates

"trigger 2Chat to send whatsapp group messages for new matching deal filters in Pipedrive"

Create new 2Chat contacts from new people in Pipedrive

2Chat + Pipedrive

Send whatsapp messages via 2Chat when deal stages get updated in Pipedrive

New Activity

New Deal

New Lead

New Organization

New Person

Updated Deal Stage

Stage in Pipeline

Updated Organization

Add Label to Person

Create Activity

Organization

Assign To

Person

Deal

Lead

Is done?

Type

Use combined date and time field?

Duration

Free/Busy

Note

Public Description

Attach File

Deal

Person

Organization

Product

Activity ID

Note ID

Create Lead

Person

Organization

Owner

Note

Pin Note to Lead?

Label

Expected Close Date

Lead Value

Lead Value Currency

Source Channel

Create Organization

Owner

Address

Create Product

Code

Unit

Tax percentage

Is active?

Owner

Currency

Price

Cost

Overhead Cost

Update Deal

Title

Status

Stage

Owner

Organization

Person

Value

Currency

Update Organization

Owner

Name

Address

API Request (Beta)

Query String Parameters

Headers

Additional Request Headers

Body

Find Deal

Search for an Exact Match?

Find Deals Associated with a Person

Person

Find Multiple Leads

Search for an Exact Match?

Find Notes