Starter
Send a message in Telegram when a deal is won in Pipedrive
When a deal is won 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.
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 is won
- A deal is marked won, within seconds.
- Send a message
- Message a chat, group or channel the bot is in.
- Starts whenA deal is won
- App stepSend a message
Telegram
What each client fills in
- Telegram: Chat ID
- For example -1001234567890 or @channel
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.
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:
- Connect the client’s Pipedrive, for “A deal is won”
- Connect the client’s Telegram, for “Send a message”
- Fill in Telegram: Chat ID (For example -1001234567890 or @channel)
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