How to Connect Pipedrive Deals to Slack for Sales Updates Using Zapier



Guide

  1. From your 'Zapier' dashboard, select 'Zap'.

  2. Click on the 'Trigger' field to select the event.

  3. Search and select 'Pipedrive' as your trigger app

  4. Click 'New Deal' as your trigger event.

  5. Connect your Pipedrive account.

  6. Click 'Test trigger' to ensure it pulls the correct sample data.

  7. In the 'Action' section, search for and select 'Slack'.

  8. Click 'Send Channel Message' as the action event.

  9. Connect and authorize your Slack account.

  10. Customize the action details in Slack and click 'Continue'.

  11. Click 'Test step' to ensure the message is sent correctly.

  12. Once the test is successful, click 'Publish'.

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