Proactive Messaging With Pipedrive Rasayel Integration Using Zapier (Integration Guide)

[joxet11299]

Are you tired of juggling multiple platforms and manually sending follow-up messages to your customers? Well, buckle up because we have a game-changer for you!

With this integration, you can say goodbye to the days of manually sending follow-up messages and hello to effortless automation. Think of it as the peanut butter to your jelly, the mac to your cheese, the yin to your yang. Get ready to up your sales game and engage with your customers like never before!

How the flow works
Step 1
You add a new customer or prospect in Pipedrive.

Untitled

Step 2
Zapier will process the new data and send a proactive WhatsApp message to the customer.

Untitled

How to create this Zap?
Creating a Zap that integrates Pipedrive with Rasayel is fairly straightforward. Here is a step-by-step guide on how to do it:

Step 1
Create a new Zap.

Untitled

Step 2
Find Pipedrive in the list of apps.

Under Event, choose New Person.

Untitled

Step 3
Choose the account and click Continue.

Untitled

Step 4
Test the trigger and click Continue.

Untitled

Step 5
Next, select Rasayel and the event you want to trigger. In this case, we will select Create a morocco whatsapp phone number Proactive Template Message. However, there are numerous options to choose from, such as Create Channel User, Create Note Message, Assign Conversation, etc.

Untitled

Step 6
Next, you’d need to select which Rasayel account you wish to integrate Pipedrive with.

Untitled

Step 7
Here you can choose your Message Template, add data for the placeholders, and select the channel ID.