Create Pipedrive Deals from WhatsApp
Spin up a new Deal with a Person and Organization by sending the agent one message. Every field — value, pipeline, stage, expected close — filled in from natural language.
Conversation example
New deal: Stella Wong, CTO at Finch Robotics, stella@finchrobotics.com. Deal 'Finch Q2 Pilot', €55k, Outbound EMEA pipeline, Qualified stage, close June 15.
Creating the Person, Organization, and Deal in Pipedrive...
Done. Organization: Finch Robotics (id 4821) — new record Person: Stella Wong — CTO (id 9234), linked to Finch Robotics Deal: Finch Q2 Pilot (id 7402) - Value: €55,000 - Pipeline: Outbound EMEA - Stage: Qualified - Expected close: 2026-06-15 - Owner: assigned to you Want me to enrich Finch Robotics and create a first-touch Call Activity for tomorrow morning?
More Pipedrive use cases
Pipedrive Deal Stage Alerts on WhatsApp
Every time a Deal moves stage in Pipedrive, the webhook fires and the agent posts a formatted alert to the right WhatsApp group — with deal value, owner, and new stage.
Update Pipedrive Deals from WhatsApp
Send the agent a plain-English message to update Deal value, stage, close date, or any custom field. Changes sync to Pipedrive instantly.
Daily Pipedrive Activity Reminders on WhatsApp
Every morning the agent pulls your due Activities for the day from Pipedrive and delivers a clean checklist to WhatsApp — calls, meetings, emails, tasks.
Weekly Pipedrive Pipeline Report
Every Monday at 9 AM, the agent delivers a weekly Pipeline snapshot — total weighted value, movement since last Monday, stuck Deals, and rep leaderboard.
Smart Follow-Up Reminders for Stuck Deals
The agent watches your Pipedrive Deals for inactivity. When a Deal goes cold for more than 10 days, it pings you with context and a suggested follow-up message.
Deploy this in minutes
Create a LunoGen agent, connect Pipedrive, and start running this workflow from WhatsApp today.