Scriptera
Pipedrive and WhatsApp Business Cloud automations — Sales & Leads
Ready-made scenarios where Pipedrive and WhatsApp Business Cloud work for you (sales & leads): pick one — a copy appears in your account and runs on its own.
64 scenarios
- New messages in WhatsApp Business Cloud — Updating deals in Pipedrive
- New messages in WhatsApp Business Cloud — Contacts in Pipedrive
- New messages in WhatsApp Business Cloud — Deals in Pipedrive
- New deals in Pipedrive — Uploading media files in WhatsApp Business Cloud
- New messages in WhatsApp Business Cloud — Updating leads in Pipedrive
- New deals in Pipedrive — Sending messages in WhatsApp Business Cloud
- New messages in WhatsApp Business Cloud — Leads in Pipedrive
- New messages in WhatsApp Business Cloud — Finding contacts in Pipedrive
- New messages in WhatsApp Business Cloud — Updating contacts in Pipedrive
- Found: files in WhatsApp Business Cloud — Deals in Pipedrive
- New deals in Pipedrive — Sending messages in WhatsApp Business Cloud
- New contacts in pipedrive — Notes in pipedrive — variant 3
- New messages in WhatsApp Business Cloud — Contacts in Pipedrive
- Found: files in WhatsApp Business Cloud — Finding contacts in Pipedrive
- Found: files in WhatsApp Business Cloud — Contacts in Pipedrive
- New messages in WhatsApp Business Cloud — Finding contacts in Pipedrive
- New deals in Pipedrive — Sending messages in WhatsApp Business Cloud
- New messages in WhatsApp Business Cloud — Updating deals in Pipedrive
- Found: files in WhatsApp Business Cloud — Updating deals in Pipedrive
- New messages in WhatsApp Business Cloud — Contacts in Pipedrive
- New messages in WhatsApp Business Cloud — Leads in Pipedrive
- New messages in WhatsApp Business Cloud — Updating contacts in Pipedrive
- Found: registrants in goToWebinar — Sending messages in WhatsApp Business Cloud
- Profile links from WhatsApp Business Cloud — as new contacts in Pipedrive
- From WhatsApp Business Cloud through Pipedrive — the answer back to WhatsApp Business Cloud
- New CRM contacts — enrichment and alert
- A booked meeting — a CRM task and a reminder
- A paid invoice moves the deal in your CRM
- Auto-enrich new CRM companies with a brief
- Lead scoring and routing: hot leads straight to sales
- Inbound leads scored, with alerts and draft replies for the hot ones
- The follow-up after a meeting — written for you
- Pitch an upgrade at the exact moment a customer outgrows their plan
- Form leads into the CRM: no duplicates, with a score and an alert
- New-lead handling: CRM entry, team alert and reminder
- High-value lead alerts — to chat, sheet and calendar
- Sales cycle analysis and recommendations — automatic
- Client onboarding from a single form: folder, contact, channel, tasks
- Compare each proposal against your winners and find the gaps
- A hiring signal — into a ready sales lead automatically
- Business card into your address book with one photo
- Hiring spikes at your accounts — straight to team chat
- Scoring and routing leads from form submissions
- Capture and route leads from every channel
- Morning briefs for your meetings — who and where from
- Client renewal reminders — ahead of time
- Enrich leads and get alerts on strong ones
- Automatic follow-ups on stalled deals
- Re-engage stalled leads with a ready-made email
- Score event RSVPs and route them to sales
- Turn website chat into qualified leads in your CRM
- A sales leaderboard with a personal word to the team — automatically
- Website leads — enrichment, scoring and routing to CRM
- Automatic follow-ups for prospects who went quiet
- Re-engaging quiet clients — weekly, without manual tracking
- Client onboarding after a won deal
- A chat that captures the lead and books the demo
- Incoming lead sorting and routing — automatically
- Lead verification, enrichment and sorting — automatically
- Manage your pipedrive CRM from a messenger via an AI assistant
- Sort email leads and file them into the CRM — by importance
- Adding and enriching CRM leads without duplicates
- A client quote right from your chat — describe the order in words
- An AI assistant over your CRM in any messenger
