Pipedrive Whatsapp Automation
Automatically welcome new leads, tag them in ActiveCampaign, and assign a sales rep the moment a deal is created so no opportunity is left waiting.
Why This Workflow Matters
This workflow helps you connect with new leads the moment they enter your pipeline. Instead of manually sending messages or assigning contacts, everything happens automatically.
Every new deal gets a friendly WhatsApp message, is clearly tagged in ActiveCampaign, and is quickly assigned to a sales rep. This means faster replies, more conversations started, and a better experience for every prospect.
How The Automation Works
- Trigger: Deal created
As soon as a new deal is created in Pipedrive, the automation starts.
- ActiveCampaign Actions: Tag new_deal, webhook
The contact linked to that deal is automatically tagged as new_deal in ActiveCampaign, and a webhook is fired to send the information to the D7 WhatsApp API.
- WhatsApp Message Sent: “Thanks for your interest in {{product}}!”
The lead instantly receives a WhatsApp message thanking them for their interest in the specific product they asked about.
- Follow-Up Steps: Assign rep
The deal is then assigned to a sales representative so someone is clearly responsible for following up.
- Goal / KPI: Lead response rate
The main goal is to improve your lead response rate how quickly and how often you respond to new leads so more conversations turn into sales.
Automation Table
| Step | What Happens | Why It Matters |
|---|---|---|
| 1 | A new deal is created in Pipedrive | Every new lead entering your pipeline is captured and tracked. |
| 2 | The automation is triggered by the “Deal created” event | No manual setup is needed; the process starts instantly. |
| 3 | The contact is tagged as **new_deal** in ActiveCampaign | You keep your CRM organized and can easily segment new opportunities. |
| 4 | A webhook sends the deal and contact data to D7 WhatsApp API | This connects your CRM activity with real-time WhatsApp messaging. |
| 5 | A WhatsApp message is sent: “Thanks for your interest in {{product}}!” | Leads receive an immediate, personalized acknowledgment of their interest. |
| 6 | A sales representative is assigned to the new deal | Every opportunity gets a clear owner, reducing the chance of dropped leads. |
| 7 | The rep can see the tag and WhatsApp interaction in ActiveCampaign | Your team has context before reaching out, leading to better conversations. |
| 8 | Improved lead response rate is tracked as a key performance indicator | You can measure how this automation boosts your speed and consistency of follow-up. |
Whatsapp Message Variations
Original:
“Thanks for your interest in {{product}}!”
Template-friendly variations:
- “Thanks for your interest in {{product}}! A member of our team will reach out shortly to help with your questions.”
- “Thank you for choosing {{product}}! Reply to this message if you’d like more details or a quick demo.”
- “We’ve received your interest in {{product}}. Thanks for reaching out your dedicated representative will contact you soon.”
Who This Workflow is For
This workflow is ideal for:
- Sales-driven teams using Pipedrive that want instant contact with every new deal.
- SaaS and software companies offering product demos or trials via WhatsApp.
- E-commerce and D2C brands that want to follow up when a customer inquires about a specific product.
- Agencies and consultancies that create deals for inbound leads and need fast, personal outreach.
- Real estate, automotive, and high-ticket services where quick, personalized responses greatly increase the chance of closing.
Any business that uses Pipedrive for deal management and wants to improve lead response rate through WhatsApp will benefit from this automation.
Integrate Now
Activate this workflow today to automatically greet new Pipedrive deals