Proactive messaging with Pipedrive Rasayel integration using Zapier (Integration guide)

Miodrag Magyar
Last updated June 27, 2023
Proactive messaging with Pipedrive Rasayel integration using Zapier (Integration guide)

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.

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Step 2

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

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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.

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Step 2

Find Pipedrive in the list of apps.

Under Event, choose New Person.

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Step 3

Choose the account and click Continue.

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Step 4

Test the trigger and click Continue.

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Step 5

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

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Step 6

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

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Step 7

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

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Step 8

Test the action, and if everything works, Publish the Zap.

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That’s it. From now on, whenever a new person is added to your Pipedrive platform, Zapier will process the information and send them a proactive message.

Conclusion

We are always on the lookout for ways to streamline processes and improve customer engagement. That’s why we’re huge fans of the integration between Pipedrive and Rasayel using Zapier. This integration takes the manual effort out of sending proactive messages to new customers and prospects in Pipedrive. It saves you valuable time and effort, freeing you up to focus on other important tasks.

Moreover, the integration provides a better customer experience, which is crucial in today’s competitive market. With this integration, your team can reach out to new customers quickly and efficiently, keeping them engaged and building stronger relationships.

Learn more

If you’d like to learn more about how WhatsApp can help you grow your business, please reach out to us on WhatsApp at +13024070488.

We also offer a free consultation session where we review your use case, answer any questions about WhatsApp, and help you build a strategy to make the best out of the platform. Book a call with us here. We’d love to speak with you:

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About the author
Miodrag Magyar

Miodrag Magyar brings over 15 years of hands-on experience in content writing and marketing, with a special talent for making even the trickiest topics clear and interesting. His true passion lies in guiding businesses to effectively utilize WhatsApp to build stronger customer relationships and drive results. With an eye for detail and a heart for storytelling, he’s here to show how effective WhatsApp communication can boost sales and enhance customer engagement.

@Miodrag Magyar