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Are you tired of manually transferring new Pipedrive contacts to Rasayel? Discover the benefits of this integration. Whenever a new contact is added in Pipedrive, Zapier will process that information and automatically create a new User Channel in Rasayel. It’s quite simple to do.
How to create this Zap?
Creating a Zap that integrates Google Forms with Rasayel is fairly straightforward. Here is a step-by-step guide on how to do it:
Step 1
Create a new Zap.
Step 2
Find Pipedrive in the list of apps.
Under Event, choose New Person.
Step 3
Choose the account and click Continue.
Step 4
Test the trigger and click Continue.
Step 5
Next, select Rasayel and the event you want to trigger. Since this is a guide for creating a new contact in Rasayel, we’ll select Create Channel User.
Step 6
Next, you’d need to select which Rasayel account you wish to integrate Pipedrive with.
Step 7
In the following window, you will need to set up the action. Under Name, select Name, next select the Email address and finally, select Phone. Under Team Member ID, choose the user ID of the team member you want to authenticate with.
Step 8
Test the action and publish the Zap. That’s it. Now, you automated one of the most important processes of managing customer relationships. Here’s how it works in practice:
Pipedrive-Rasayel integration in action
Step 1
Add a new contact in Pipedrive.
Step 2
Zapier processes that information and automatically creates a new User Channel in Rasayel.
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:
