Pipedrive to Rasayel contact syncing with Zapier (Integration guide)
Learn how to automatically create contacts in Rasayel when a new person/contact is added in Pipedrive. For this integration, you’ll need a Zapier account.
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.
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
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Miodrag brings over 15 years of hands-on experience in content writing and marketing, with a talent for making even the trickiest topics clear and interesting. His 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.
