Automate SMS based on workflow rules
Configure automated processes within Pipedrive to streamline workflow tasks and enhance efficiency.
1. Template Creation: Create reusable templates for various purposes.
2. Webhook Setup: Associate webhooks with created templates to trigger actions.
3. Automated Webhook Creation: Automatically generate webhooks for existing templates based on specific conditions.
4. Automation Establishment: Configure automated processes in Pipedrive and link them to generated webhooks for seamless workflow integration.
How to Create Templates?
1. Navigate to Settings
2. Click on Template
3. Click on Add Templates 
4. Select module and fill message.
5. Click to add images to template
6. Select images
3. Click on Add Templates
5. Click to add images to template
6. Select images
7. Click Add button
How to create Webhooks for created Templates?
1. Click on Webhook / Automation Icon.
2. Click Create Webhook button
3. Choose a phone number to which the automated SMS will be sent.
4. Choose the template you want to send and then click the "Create Webhook URL" button.
How to create Automated Webhook in Pipedrive?
1. Access Automations in Pipedrive by clicking on "More".
2. Navigate to Webhooks
3. Click on Add Webhook button
4. Click Automated Webhook Button
5. Navigate to HelloSend page to Copy Webhook URL.
6. Configure the friendly name and paste the Webhook URL.
How to enable Automated messaging in pipedrive for Deal Stage changes?
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