In this how-to guide

How to automatically send a Slack DM for every new Pipedrive deal
1. Set the Pipedrive trigger as “Deal added”
2. Add the “Send DM” step in Slack
3. Activate your playbook
Learn more about integrating with Pipedrive and Slack
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How to automatically send a Slack DM for every new Pipedrive deal

How to automatically send a Slack DM for every new Pipedrive deal

Relay.app is an automation tool that lets you automate actions across Pipedrive, Slack, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Slack “Send DM” action for each Pipedrive “Deal added” event.

Try it in Relay.app

Pipedrive > Slack

Trigger

Last triggered

Deal added

Send DM

1

Set the Pipedrive trigger as “Deal added”

Add the Pipedrive trigger to initiate your playbook's actions before adding a deal.

To do this, click "Add trigger" in your playbook. Select the "Deal added" trigger option from the dropdown menu under Pipedrive. It will enable your playbook to identify newly added deals and trigger necessary actions automatically.

If you still need to connect your Pipedrive account to Relay.app, a prompt will guide you through the connection process.

2

Add the “Send DM” step in Slack

Integrate Slack automation into your playbook to ensure that you receive timely updates on newly added deals in Pipedrive.

Select "Add Step" and then find the "Send DM" automation for Slack. Enter all the required details, including the receiver's name, and the message body containing detailed information.

If you still need to connect your Slack account to Relay.app, you will be prompted to complete that connection. Ensure that you allow the necessary permissions for Relay.app to send direct messages through your Slack account.

3

Activate your playbook

Activating your playbook is the last step. Once you turn it on, the playbook automatically sends a Slack DM for every new Pipedrive deal without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together.

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Have you ever lost a business deal because you have not received a timely notification or alert? Or do you need help with the manual process of sending out alerts? No worries! With Relay, you can automate Slack notifications whenever a deal is lost in Pipedrive. It will help streamline communication and response times and ensure your team is quickly informed of lost deals, enabling you to capture essential data for analysis and future action. To guide you with the setup process, here are four simple steps to follow so that you can stay alert on any lost deals.

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