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Send a message in Telegram when a deal moves to a stage in Pipedrive

When a deal moves to a stage in Pipedrive, send a message in Telegram.

Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.

Steps
1
Client fills in
2
Accounts
2
Starts
A deal moves to a stage in Pipedrive, within seconds

UsesBeta

Every step, in order

When it happens in the first app, the step runs in the second, with the client’s own account.

A deal moves to a stage
A deal enters the stage you choose, within seconds.
Send a message
Message a chat, group or channel the bot is in.
  1. Starts whenA deal moves to a stage
  2. App stepSend a message

What each client fills in

Telegram: Chat ID
For example -1001234567890 or @channel
Pipedrive: Stage ID
In Pipedrive, open the pipeline’s settings: the number at the end of the stage’s link.

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

  • In the client’s Pipedrive: your avatar → Personal preferences → API → copy the token.

  • Telegram

    In Telegram, message @BotFather → /newbot → copy the token. Add the bot to the client’s group, or have the client message it once.

After you install it

It lands switched off. The client’s checklist holds exactly this:

  1. Connect the client’s Pipedrive, for “A deal moves to a stage”
  2. Connect the client’s Telegram, for “Send a message”
  3. Fill in Pipedrive: Stage ID (In Pipedrive, open the pipeline’s settings: the number at the end of the stage’s link)
  4. Fill in Telegram: Chat ID (For example -1001234567890 or @channel)

Thrum is cooking.

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