In this how-to guide

How to notify your team on Slack when a deal is won in Pipedrive
1. Set the Pipedrive trigger as “Deal won”
2. Add the Slack "Send message" automation
3. Activate your playbook
Learn more about integrating with Pipedrive and Slack
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How to notify your team on Slack when a deal is won in Pipedrive

How to notify your team on Slack when a deal is won in Pipedrive

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 message” action for each Pipedrive “Deal won” event.

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Pipedrive > Slack

Trigger

Last triggered

Deal won

Send message

1

Set the Pipedrive trigger as “Deal won”

Add the Pipedrive trigger to initiate your playbook's actions before a deal is marked as won.

To do this, click " Add trigger " in your playbook." Choose the "Deal won" trigger from the Pipedrive options. It will enable your playbook to identify deals that have been won and trigger necessary actions automatically.

If you have yet to connect your Pipedrive account to Relay, a prompt will guide you through the connection process.

2

Add the Slack "Send message" automation

Integrate the Slack automation into your playbook.

Select "Add Step" and then locate the "Send Message" automation for Slack. Enter all the relevant details, including the sender's name, the Slack channel for updates, and the message body containing detailed information about the deal.

If you haven't connected your Slack account to Relay, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay to send messages through your Slack account.

3

Activate your playbook

Activating your playbook is the last step to automate Pipedrive-won deals through Slack. Once you turn it on, the playbook automatically responds to the updated Pipedrive deals by sending notifications without manual intervention.

To activate your playbook, click the toggle button in the header. Before starting it, we recommend running a test to ensure all the steps work seamlessly together and the messages are sent correctly.

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Set up a Slack notification when a deal is lost in Pipedrive.

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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