Pipedrive
Slack
Workflow Template

Send a Pipedrive deal's information in Slack

This Playbook will find and send a Pipedrive deal's information to a Slack channel or user.
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Find Pipedrive deals
Action
Convert to text
Action
Convert date / time to text
Action
Merge text
Action
Send Slack message
Action

How does this automation work?

Bardeen's playbook offers a convenient way to keep team members updated on Pipedrive deal progress by automatically sending deal information to a Slack channel or user. This automation saves time and ensures that your team stays informed in real-time, fostering collaboration and quick response, crucial for sales teams looking to enhance their prospecting and productivity.

Here's how this workflow sends Pipedrive deal information to Slack:

  • Step 1: Find Pipedrive deals - Locates deals within Pipedrive that match the name you provide. Pipedrive serves as your deal-tracking hub.
  • Step 2: Convert deal details to text - Prepares the deal details by converting them into a text format, making them ready to be sent via Slack.
  • Step 3: Format date information - Converts the deal's close date from a datetime format into a text string.
  • Step 4: Merge deal details into a message - Combines various pieces of the deal information, such as the title and close date, into a single, coherent message.
  • Step 5: Send Slack message - Dispatches the formatted deal information as a message to the specified Slack recipient, which can be a channel or a user.
Run this Pipedrive automation with Bardeen in minutes.

How to run the workflow

Explore our complete Pipedrive Automations guide to supercharge your CRM workflows with Bardeen.

Locate more integration possibilities for Slack automations, Pipedrive integrations, or a combination of both Slack and Pipedrive, or modify the playbook to fit your distinct workflow requirements better.

Learn more other awesome personal productivity automations, marketing integrations, and sales and prospecting automations available.

Run this Pipedrive automation with Bardeen in minutes.

Available actions & triggers

Apps:
Send a Pipedrive deal's information in Slack
Send a Pipedrive deal's information in Slack
Send a Pipedrive deal's information in Slack
Types:
Both
Actions
Triggers
Update status to do not disturb
Update status to do not disturb
Action
Create Pipedrive person
Create Pipedrive person
Action
Send file to Slack
Send file to Slack
Action
Find Pipedrive note
Find Pipedrive note
Action
Update Pipedrive person
Update Pipedrive person
Action
Find Pipedrive organization
Find Pipedrive organization
Action
Create Pipedrive organization
Create Pipedrive organization
Action
Find Pipedrive deals
Find Pipedrive deals
Action
Find Pipedrive person
Find Pipedrive person
Action
Find Slack channels
Find Slack channels
Action
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