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.
Conversation example
Bump the Tanner Foods deal to €38k, move to Negotiations Started, and push close date to end of May
Searching Pipedrive for the Tanner Foods deal...
Found: 'Tanner Foods — Distribution Pilot' (Owner: Priya Shah) Current value: €28,000 Current stage: Proposal Made Current close date: 2026-04-30 Applying your updates...
Done. Deal updated in Pipedrive: - Value: €38,000 (+€10k) - Stage: Negotiations Started - Expected close: 2026-05-31 Logged a Note on the Deal: 'Updated via LunoGen WhatsApp by Alex.' Want me to schedule a follow-up Activity for Friday?
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.
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.