The objective of this post is to demonstrate the process of integrating Pipedrive with Slack. Upon successful integration, whenever a new deal is added to your Pipedrive account, your team members will receive automatic notifications via Slack.
This automation requires a one-time setup, for which we will use Pabbly Connect.
The first step is to establish a connection between Pipedrive and Pabbly Connect to gather information on recently added deals. Subsequently, we will link Pabbly Connect with Slack to send notifications for the newly captured deals.
Step to Automatically Send Notifications of New Pipedrive Deals Via Slack
1. Sign In / Sign Up to Pabbly Connect and Create a Workflow
2. Setup Pipedrive as the Trigger App to Fetch New Deals
3. Setup Slack as the Action App to Send Deal Notifications
Step 1:- Sign In / Sign Up to Pabbly Connect and Create a Workflow
A. Sign In / Sign Up
To begin this process, visit Pabbly Connect and create your account by clicking on the ‘Sign Up Free’ button. You can also click on Sign In if you already have an account.
Click on the Pabbly Connect ‘Access Now’ button
B. Create Workflow
To create a new workflow, click the ‘Create Workflow’ button.
Name your workflow, and click on ‘Create’.
Step 2:- Setup Pipedrive as the Trigger App to Fetch New Deals
We will now review the procedure for setting up a connection between Pipedrive and Pabbly Connect, which will enable us to gather information on recently created deals.
A. Trigger App
Trigger allows us to choose the application that will receive the data for Pabbly Connect. In our case, it would be Pipedrive
Choose ‘Pipedrive’ as the Trigger App, select ‘New Deal’ as the Trigger Event, and click on ‘Connect’.
B. Connect Pipedrive Account
In order to establish a connection with your Pipedrive account, select ‘Add New Connection’ and provide an API Token when prompted. To locate the API Token, click the ‘account’ button and sign in to your account.
Once you have logged in to your Pipedrive account, you will be taken to your dashboard. From there, click on the ‘Profile Icon’ and select ‘Personal Preferences’.
Navigate to the ‘API’ option within Pipedrive and copy the API Token. Return to Pabbly Connect and paste the API Token into the designated field. Finally, click on ‘Save’ to finalize the connection between the two platforms.
Copy the Company Domain from the URL of your Pipedrive account and paste it into the corresponding field in Pabbly Connect. Then, select ‘Save & Send Test Request’ to verify the connection.
The moment you click on Save & Send Test Request, Pabbly Connect will immediately begin searching for data from Pipedrive, which is indicated by the rotating Waiting For Response button.
C. Test Connection
To validate the connection we just set up, generate a new deal within your Pipedrive account and confirm that the deal’s details are visible within the Received Response section of Pabbly Connect.
Expand the Received Responses section to confirm that the details of the newly created deal are visible, which will confirm that the connection has been successfully established.
Step 3:- Setup Slack as the Action App to Send Deal Notifications
Action allows us to choose the application that will get executed by the workflow trigger.
Our primary objective is to notify team members via Slack whenever a new deal is added to Pipedrive. Thus, Slack will be our Action App.
A. Action App
Choose ‘Slack’ as your Action App, select ‘Send Channel Message’ as an Action Event, and click on ‘Connect’.
B. Connect with Slack Account
To connect with your Slack account, select ‘Add New Connection’ and then click on ‘Connect With Slack’.
Enter your Token Type, and click on ‘Save’ to proceed. Then, authorize the necessary permissions to establish the connection.
Select the desired Channel to which you would like the message to be sent.
C. Compose Message
After successfully connecting your Slack account, the final step is to map the deal details from the previous step. Mapping ensures that our data remains dynamic and is updated based on the received responses.
Compose the Message by mapping the deal details from the previous step, and click on ‘Save & Send Test Request’.
Once you select “Save & Send Test Request,” a message that includes the deal specifics will be transmitted to the assigned Slack channel.
We have finished our automation process and effectively combined Pipedrive with Slack. Going forward, when a new deal is added to your Pipedrive account, your team members will automatically receive a notification through Slack.
You can copy this entire workflow by clicking this link.
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