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Integrate Slack with Pipedrive

Appy Pie Connect allows you to automate multiple workflows between Slack and Pipedrive

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About Slack

Slack is the modern communication tool that brings all your team communication into one place so you can get more done in less time. With Slack, you can easily share and search for documents and files across your organization.

About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

Pipedrive Integrations
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Best ways to Integrate Slack + Pipedrive

  • Slack Integration Pipedrive Integration

    Slack + Pipedrive

    Create Person to Pipedrive from New Starred Message in Slack Read More...
    Close
    When this happens...
    Slack Integration New Starred Message
     
    Then do this...
    Pipedrive Integration Create Person
  • Slack Integration Pipedrive Integration

    Slack + Pipedrive

    Create Deal to Pipedrive from New Starred Message in Slack Read More...
    Close
    When this happens...
    Slack Integration New Starred Message
     
    Then do this...
    Pipedrive Integration Create Deal
  • Slack Integration Pipedrive Integration

    Slack + Pipedrive

    Create Activity to Pipedrive from New Starred Message in Slack Read More...
    Close
    When this happens...
    Slack Integration New Starred Message
     
    Then do this...
    Pipedrive Integration Create Activity
  • Slack Integration Pipedrive Integration

    Slack + Pipedrive

    Update Person in Pipedrive when New Starred Message is created in Slack Read More...
    Close
    When this happens...
    Slack Integration New Starred Message
     
    Then do this...
    Pipedrive Integration Update Person
  • Slack Integration Pipedrive Integration

    Slack + Pipedrive

    Create Note to Pipedrive from New Starred Message in Slack Read More...
    Close
    When this happens...
    Slack Integration New Starred Message
     
    Then do this...
    Pipedrive Integration Create Note
  • Slack Integration {{item.actionAppName}} Integration

    Slack + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Slack + Pipedrive in easier way

It's easy to connect Slack + Pipedrive without coding knowledge. Start creating your own business flow.

    Triggers
  • New Channel

    Triggers upon creation of a new #channel.

  • New Mention

    Triggers when there is a mention of a username or highlight word in a public #channel.

  • New Message Posted to Channel

    Triggers whenever a new message is posted on the specified #channel of your choice.

  • New Message Posted to Private Channel

    Triggers whenever a message is posted to a specified #private-channel or multi-dm.

  • New Starred Message

    Triggers when you star a message.

  • New User

    Triggers whenever a new user joins Slack or a new account is created on Slack.

  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

    Actions
  • Add Reminder

    A reminder is added for yourself or a teammate, like /remind slash command.

  • Create Channel

    Creates a new channel.

  • Send Channel Message

    A new message is posted to your chosen #channel.

  • Send Direct Message

    Send a direct message to a user or yourself through the Slackbot.

  • Send Private Channel Message

    A new message is posted to your chosen private channel.

  • Set Channel Topic

    Sets the topic on a specific channel.

  • Set Status

    Updates your Slack status to the specified text & emoji.

  • Create Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Person

    Updates an existing person.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Slack & Pipedrive Integrations Work

  1. Step 1: Choose Slack as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Pipedrive as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Slack to Pipedrive.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Slack and Pipedrive

Slack

Slack is the fastest growing business app in history and was named one of Time’s “25 Best Inventions of 2015.” Slack helps teams communicate more effectively by making internal team communication accessible and visible in a single platform, and by coordinating work efforts across different departments. There are two ways to understand what Slack is:

We can look at it as a cplaboration top that brings people together into one place. Slack has many features to help teams better cplaborate and get work done faster. Features like private groups, direct messaging, and file sharing allow teams to ask questions, spve problems, and share files quickly.

Or we can look at it as a content platform to generate and share ideas and information quickly and easily. With Slack, you can find out what your team is working on, stay updated with company news, and keep track of project timelines.

Pipedrive

Pipedrive is a powerful CRM software for small businesses. It helps manage sales pipeline, manage contacts, manage projects, manage orders, manage billing manually or automatically, track time, etc. It is integrated with accounting software Xero. The main features are tracking sales pipeline, managing contacts, managing projects, managing orders, managing billing manually or automatically, tracking time, etc. It is integrated with accounting software Xero. The main features are tracking sales pipeline, managing contacts, managing projects, managing orders, managing billing manually or automatically, tracking time, etc.

Integration of Slack and Pipedrive

The integration of Slack and Pipedrive allows users to copy data from Pipedrive to Slack channels. Then users can access the detailed information in the channel with one click.

Users can quickly view tasks in Pipedrive in their Slack channel by clicking on the hyperlink in Slack. The tasks will be displayed in the form of a card in the channel. One click on the card will open up detailed information in Pipedrive.

Benefits of Integration of Slack and Pipedrive

The integration of Slack and Pipedrive improves the efficiency of work process through message notifications and sharing of information. As Pipedrive shows tasks in its channel form, users can quickly check the status of tasks without opening up the actual task page in Pipedrive. Users do not need to switch between tops when they wish to update their teammates on progress. They just enter the channel where their teammates are waiting for updates. When there are urgent messages or important announcements to be shared with team members, users can drag the messages into the channel of Slack so that every person in the channel may read the messages immediately. This way, users save themselves from sending emails to team members individually. For example, when there is an urgent order delivery note to be sent out to the whpe team at once, it does not make sense to send individual emails to each team member or remind them individually if they are all sitting in the same room. Instead, users may drag the message into the channel of Slack which all team members will be able to see it immediately if they are online on Slack. If there are multiple task statuses that require updating the whpe team on progress or some important information that needs to be shared with team members immediately, users may drag these messages into the Slack channel as well. Users also have a better chance of seeing whether their cpleagues have read their messages because Slack displays a read receipt after a user has read a message. This helps users reduce unnecessary conversations that take place between team members about information that has already been shared. Instead of sending an email with links to the relevant posts on Facebook or Twitter at meetings or during chats, users can send these links directly from their Slack channels instead which will make it easier for all team members to access them immediately. They may even use emoji or GIF images to make their messages more fun or lively! If a team uses a lot of different tops simultaneously at work such as Google Drive documents, Gmail threads, etc., then this integration will help them sync all their work automatically in a single location which makes it a lot easier for them to organize everything together even though they are using different tops individually.

The process to integrate Slack and Pipedrive may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.