Klik hier om te weten te komen hoe u contact kunt opnemen!
Status:

Support Center

Zapier - Ontvang meldingen in Slack over nieuwe Pipedrive-deals


Met de hulp van Zapier, kun je eenvoudig jezelf en je team waarschuwen over nieuwe Pipedrive-deals in elk Slack-kanaal van je keuze.

You will need

Je accounts klaarmaken

Pipedrive integreren met je Slack-kanaal

Now we create a new Zap that connects your Slack channel to your Pipedrive account and automatically creates new notifications from Pipedrive deals. Just click the Use this Zap button to get started.

Daarna zul je je Slack account moeten koppelen. After clicking on Connect, you’ll have the chance to select your Slack team if you’re already signed in, or you can enter your team name and account details to connect.



You’re almost done. All that’s left is to match up the information from your Slack form to the lead fields in your Pipedrive account. We have already gone ahead and selected the general channel in Slack, as well as the title of the deal to populate the notification. However, you can add just about anything you like from your Pipedrive deal to the notification.



Once you’ve got everything from your form linked to the correct Pipedrive fields, click the button on the bottom to finish making your Zap.



With the most of the work done, you can now test the Zap to ensure that everything is connected the way you wanted. Once the tests are done, go check your Slack channel and make sure the new deal was added correctly. If so, you’re all set and Zapier will now automatically create new Slack notifications anytime you have a brand new Pipedrive deals.

Als je ooit je Pipedrive en Slack-integratie wilt wijzigen, of je graag iets anders met Zapier zou willen automatiseren, ga je gewoon naar http://zapier.com, log je in op je account, en pas je alles aan wat je wilt.