In this how-to guide

How to send Pipedrive deal updates through Slack
1. Add the Pipedrive trigger
2. Add the "Send message" automation in Slack
3. Activate your playbook
Learn more about integrating with Pipedrive and Slack
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More how-to guides featuring Pipedrive and Slack

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How to send Pipedrive deal updates through Slack

How to send Pipedrive deal updates through Slack

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 updated” event.

Try it in Relay.app

Pipedrive > Slack

Trigger

Last triggered

Deal updated

Send message

1

Add the Pipedrive trigger

Every playbook starts with a trigger. Go to your playbook and click "Add trigger." Then, select the "Deal updated" trigger from the Pipedrive options. By doing this, your playbook will be able to automatically detect any updates made to your deals and take the necessary actions accordingly.

If you haven't connected your Pipedrive account to Relay before, don't worry. A prompt will guide you through the connection process.

2

Add the "Send message" automation in Slack

Integrate the Slack automation into your playbook to ensure prompt updates are sent for updated Pipedrive deals.

Select "Add step" and locate the "Send Message" automation for Slack. Input the relevant details, such as the sender, the Slack channel for the updates, and the message body containing deal details.

If your Slack account is not connected to Relay, you will be prompted to complete that connection. Be sure to allow Relay the necessary permissions to send messages through your Slack account.

3

Activate your playbook

Activating your playbook is the last step to automate Pipedrive deal updates 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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