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Pipedrive

Zapier - Get notifications in Slack of new Pipedrive deals


Ved hjelp av Zapier kan du enkelt varsle deg selv og teamet ditt om nye Pipedrive-salgsavtaler i en hvilken som helst Slack-kanal du velger.

You will need

Getting your accounts ready

Integrating Pipedrive with your Slack channel

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.

Then, you will need to connect your Slack account. 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. Alt du trenger å gjøre nå er å samsvare informasjonen fra Slack-skjemaet ditt med salgsavtalefeltene i Pipdrive-kontoen din. Vi har allerede valgt den generelle kanalen i Slack, samt tittelen på salgsavtalen for å fylle ut varslet. 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. Når prøvekjøringen er fullført, går du til Slack-kanalen din for å kontrollere at den nye salgsavtalen ble lagt til på riktig måte. I så fall er alt i orden og Zapier kommer nå til å opprette nye Slack-varsler automatisk hver gang du har helt nye Pipedrive-salgsavtaler.

If you ever want to change your Pipedrive and Slack integration, or would like to automate anything else with Zapier, just go to http://zapier.com, login to your account, and tweak anything you’d like.