Automations: Slack notifications
If your team uses Slack to stay updated, you can use the automation feature to easily forward notifications to Slack according to actions in your company Pipedrive account.
In order to set up a Slack automation, you will first have to install and authorize the Slack app from the Marketplace.
Once the app has been connected, head over to your automation page to get started.
To create a custom Slack automation, you can create a custom automation and select the Slack option when setting up your action. You can set up your trigger to occur using any of these options:
From the action page, you will see the option to send a notification to a Slack channel or as a direct message.
After you click on the "Next Step" button, you will be brought to a page to select additional field data you would like to include.
After that, you will be able to select the recipient channel for your Slack message:
Then, for the Pretext and Attachment fields in your action, you will be able to select field data to include in your Slack notification.
To select a field, click the Merge fields icon, and select from the available options.
- Information that appears before the Attachment block in your Slack notification.
- Description or information related to the trigger event that occurred in your Pipedrive account.
Once saved and activated, your new automation should now automatically send notifications to your Slack account.
To quickly get started, you can choose from two existing Slack automation templates that will allow you to send deal-related information to your Slack channel or as a private message.
After selecting a template, you will be prompted to specify the trigger you want for your automation.
Once set up, you can go to your Created by me tab to further customize your templated Slack automation.