The Slack-Pipedrive integration is a great way to keep your team and managers up-to-date on your team's Pipedrive activities — even if they don't have a Pipedrive account!
Specifically, you can use the integration to:
- Share Pipedrive contacts and contact information
- Automatically post added deals
- Post updates on personal deal statuses to users
- Providing a running feed for deals won
- Search contacts in Pipedrive using the /pipedrive Slack command
For more information on what the Slack-Pipedrive integration — or 'Dealbot' — can do for you, see our blogpost (with an introduction video!) here.
Note: The Slack integration will allow you to send notifications based on Deal activity in your Pipedrive account. If you want to automate Slack notifications based on activity from your Contacts and Activities, you can do so with our Workflow Automation feature. To learn more about this feature, click here.
To begin, go to Settings > Apps & integrations > Slack integration.
From there, connect your account with Pipedrive by clicking the Authorize Slack account button.
Once authorized and enabled, you can program what you'd like to report and to which channel using the dropdown menus and tick boxes from the same Slack settings page.
As an Admin User, you can choose to report on all your teams' actions. Other users can also set up a report on their own actions.
All users will also be able to search and share contacts in Slack using the /pipedrive Slack command. Now you can stop wasting time on lengthy manual reporting and start automatically slacking instead!