Pipedrive and WhatsApp Business Cloud automations

Ready-made scenarios where Pipedrive and WhatsApp Business Cloud work for you: pick one — a copy appears in your account and runs on its own.

83 scenarios

New deals announced to your team
A booked meeting — a CRM task and a reminder
A daily birthday reminder to your messenger
A paid invoice moves the deal in your CRM
Auto-enrich new CRM companies with a brief
Low-stock alerts — in advance
A weekly leads-and-deals report — to your messenger
A task and an alert on every deal move in your CRM
Lead scoring and routing: hot leads straight to sales
Which channel brings deals — a per-source breakdown in WhatsApp Business Cloud
Pitch an upgrade at the exact moment a customer outgrows their plan
Inbound leads scored, with alerts and draft replies for the hot ones
The follow-up after a meeting — written for you
New-lead handling: CRM entry, team alert and reminder
A chat advisor bot with memory and a live catalog
Form leads into the CRM: no duplicates, with a score and an alert
CRM contact lookup right inside your team chat
Cold deals close themselves — and bring back feedback
Stalled deals bring themselves back to life
Import products into your store from a sheet with SEO copy
High-value lead alerts — to chat, sheet and calendar
Compare each proposal against your winners and find the gaps
Repo changes from chat, in plain words
Instagram carousel from a folder of images
Sales cycle analysis and recommendations — automatic
Client onboarding from a single form: folder, contact, channel, tasks
Hiring spikes at your accounts — straight to team chat
Contract renewal reminders: an email to the client, a task for the rep
Business card into your address book with one photo
A hiring signal — into a ready sales lead automatically
Scoring and routing leads from form submissions
Daily scenario backups to a code store
Email replies with the client's history in mind — with your approval
Capture and route leads from every channel
Morning briefs for your meetings — who and where from
Client renewal reminders — ahead of time
Post drafts from your meetings — automatically
Re-engage stalled leads with a ready-made email
Enrich leads and get alerts on strong ones
A client deck built from a call recording — automatically
Collect client reviews and summarize them to chat automatically
Onboard a new hire from one form: emails, access, documents
Automatic follow-ups on stalled deals
Twice-daily double backup of your scenarios
Score event RSVPs and route them to sales
A sales leaderboard with a personal word to the team — automatically
A chat bot that answers from your own knowledge base
Turn website chat into qualified leads in your CRM
Weekly documentation and backup of your scenarios
Website leads — enrichment, scoring and routing to CRM
Meeting prep that arrives on its own — contact, deals, company and talking points
Shipping quotes delivered right in the customer chat
Job applications from a chat — with a ready letter and resume
Automatic follow-ups for prospects who went quiet
Catch churning customers early: record updated, task created, team alerted
Low-stock monitoring for your store, with priority alerts
Re-engaging quiet clients — weekly, without manual tracking
Client onboarding after a won deal
Invoices from email into accounting, with approval
Answers on company policies, right in your chat
A chat that captures the lead and books the demo
Back up your scenarios to Pipedrive
Morning reminders of birthdays and name days
Jobs matched to your resume — with a fit score
Tell customers their bug is fixed — the moment the issue closes
Incoming lead sorting and routing — automatically
An end-of-day report — written by AI and sent for you
Lead verification, enrichment and sorting — automatically
Scenario backups in your Pipedrive — with a report in your WhatsApp Business Cloud
A CV chatbot that answers for you, with messenger alerts
Manage your Pipedrive CRM from a messenger via an AI assistant
Matching jobs with a cover letter — daily, to your messenger
Sort email leads and file them into the CRM — by importance
Meeting recording → tasks, a client email and an updated CRM record
Feedback triage and customer replies — automatically
Job search and a resume for each — on autopilot
Adding and enriching CRM leads without duplicates
Every sale — logged, a ping to you and a thank-you to the buyer
A support bot that understands text, voice, photos and documents
A client quote right from your chat — describe the order in words
Take orders in the messenger — by text, voice and photo
An AI assistant over your CRM in any messenger
A мессенджер clothing store with photo try-on