Workflow Template

Add Pipedrive deal notes from Telegram chat

This workflow automates adding Telegram messages as notes to Pipedrive deals, streamlining sales communications.
Bardeen automates your repetitive tasks without code.
Install the Chrome extension for free.
Send Telegram message
Send Telegram message
Create Pipedrive note
Create Pipedrive note

Workflow Overview

This workflow automates adding Telegram messages as notes to Pipedrive deals, streamlining sales communications.
  • Telegram Username
  • Pipedrive Deal ID
  • Note added to a Pipedrive deal

This automation captures the last message from a specified Telegram user and adds it as a note to a Pipedrive deal.

The process begins by retrieving the last message sent by a specific Telegram user. Following this, a new note is created within Pipedrive under the specified deal ID, containing the text of the retrieved Telegram message. This can be particularly useful for:

  • Documenting important communication directly in your sales pipeline
  • Ensuring valuable information is not lost across communication platforms
Note: This workflow can be customized to fetch and add messages from different users or to different deals, making it highly versatile for sales teams that rely on Telegram for communication.

Integrating Telegram messages directly into Pipedrive ensures that all client communications are easily accessible and linked to the relevant deal, improving organization and efficiency.

Step 1: Install the Bardeen App

To start, install the Bardeen app on your device from here.

Step 2: Navigate to the Magic Box

After installation, open the Magic Box and input the prompt:

Get Telegram message, Add deal notes to Pipedrive

Step 3: Integrate the Workflow Integrations

Ensure the Telegram and Pipedrive integrations are set up for the workflow to function properly.

Step 4: Run the Workflow

Proceed to run the workflow, which is built to:

  • Retrieve the last message from a specified Telegram user.
  • Create a new note in Pipedrive with the content of the Telegram message, effectively adding it to the deal notes.
The #1 free AI Automation extension for Chrome

How to Efficiently Manage Pipedrive Deals with Telegram Messages?

Unlock Seamless Pipedrive and Telegram Integration for Efficient Deal Management

Integrating Telegram with Pipedrive CRM transforms the way sales teams manage their deals and communications. By leveraging the power of Bardeen, a workflow automation tool, you can effortlessly add Telegram chat messages as notes to Pipedrive deals. This integration ensures that no critical information is lost across platforms, enhancing organization and efficiency within your sales pipeline.

With Bardeen, automate the process of capturing important Telegram messages and seamlessly adding them as notes to your Pipedrive deals, ensuring all client communications are easily accessible. Try it now.

Explore Pipedrive Workflow Automation for Streamlined Sales Processes

Pipedrive's workflow automation capabilities allow sales teams to automate repetitive tasks, such as updating deal stages or sending follow-up emails. By setting up custom workflows, you can ensure that your sales process runs smoothly, giving you more time to focus on closing deals. Workflow automation examples in Pipedrive include automatically assigning new deals to sales reps, sending personalized emails when a deal moves to a new stage, and scheduling follow-up activities.

How to Export Telegram Chat for Comprehensive Deal Insights

Exporting Telegram chat history is crucial for keeping a detailed record of client communications that can be referenced or added to Pipedrive deal notes. To export your Telegram chat history, use the Telegram desktop app. Navigate to the desired chat, click on the three vertical dots, and select "Export chat history." Choose the data types you wish to export, adjust the size limit, and select the export format. Once the export is complete, you can manually add the chat history to the corresponding deal in Pipedrive for a comprehensive view of client interactions.

Automate the addition of Telegram chat messages as deal notes in Pipedrive with Bardeen, ensuring no valuable communication is missed. Enhance your sales team's productivity by integrating these platforms. Get started with Bardeen.

By integrating Telegram with Pipedrive and utilizing workflow automation, sales teams can significantly improve their efficiency and organization. Automating the addition of Telegram chat messages as deal notes ensures that all client communications are captured and easily accessible within Pipedrive, streamlining the sales process and enhancing client relationship management.

The #1 free AI Automation extension for Chrome
how does bardeen work?

Your proactive teammate — doing the busywork to save you time

Integrate your apps and websites

Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.

Perform tasks & actions

Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.

Combine it all to create workflows

Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.

get bardeen

Don't just connect your apps, automate them.

200,000+ users and counting use Bardeen to eliminate repetitive tasks

Effortless setup
AI powered workflows
Free to use