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.
Conversation example
Deal just moved stage. Pulling fresh details from Pipedrive...
Deal moved forward! Deal: Willow & Co — Seasonal Campaign Value: €24,500 Pipeline: Outbound EMEA Stage: Demo Scheduled → Proposal Made Owner: Jamie Okafor Expected close: May 14, 2026 Posted to #sales-pipeline WhatsApp group.
More Pipedrive use cases
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.
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.
Deploy this in minutes
Create a LunoGen agent, connect Pipedrive, and start running this workflow from WhatsApp today.