Pipedrive to Rasayel Contact Syncing With Zapier (Integration Guide)

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Learn how to automatically create contacts in Rasayel when a new person/contact is added in Pipedrive. For this integration, you’ll need a Zapier account.

How to create this Zap?
Creating a Zap that integrates Pipedrive with Rasayel is fairly straightforward. Here is a step-by-step guide on how to do it:

Step 1
Create a new Zap.

Create a Zap to integrate Pipedrive with Rasayel

Step 2
Find Pipedrive in the list of apps.

Under Event, choose New Person.

Choose a trigger for Pipedrive

Step 3
Choose the account and click Continue.

Choose the account to integrate Pipedrive with Rasayel

Step 4
Test the trigger and click Continue.

Test the trigger in Zapier.

Step 5
Next, select Rasayel and the event you want to trigger. Since this is a guide for creating a morocco whatsapp phone number new contact in Rasayel, we’ll select Create Channel User.

select the event to trigger

Step 6
Next, you’d need to select which Rasayel account you wish to integrate Pipedrive with.

select which Rasayel account you wish to integrate Pipedrive with

Step 7
In the following window, you will need to set up the action. Under Name, select Name, next select the Email address and finally, select Phone. Under Team Member ID, choose the user ID of the team member you want to authenticate with.

set up the action for Pipedrive inegration with Rasayel

Step 8
Test the action and publish the Zap. That’s it. Now, you automated one of the most important processes of managing customer relationships. Here’s how it works in practice:

Pipedrive-Rasayel integration in action
Step 1