Connect Slack and Pipedrive to Build Intelligent Automations
Choose a Trigger
When this happens...
New Message in Channel
New User Joined or Updated in Your Org
New Message Posted
New Message Reaction
Recent Thread Messages
New member join/leave or updated in channel
Choose an Action
Automatically do this!
Create Person
Find User
Find Deal
Find Lead
Search Person
Create Deal
Create Lead
Update a Lead
Create Activity
Update Activity
Create Note
Add Product to Deal
Add Follower
Add Label to Person
Create Organization
Create Product
Update Person
Update a Organization
Update Deal
Find Activity
Create Project
Find Deals Associated with a Person
Create Project Task
Update Task
Update Project
List Person Fields
List Pipelines
List Products
List Projects
Archive Project
Add Note Comment
Update note comment
Updates Note
Add Follower to Organization
Add Follower to a person
Create Lead for Organisation
Add lead for Person
Add Activity To Person
Add Activity To Organisation
Add Activiy To Deal
Add Deal Follower
Add Deal Participant
Add Deal Discount
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Message in Channel
Triggers when a new message posted on a specific channel.
New User Joined or Updated in Your Org
Triggers when a new user join workspace.
New Message Posted
Triggers when a new message is posted on any slack channel.
New Message Reaction
Triggers when new reaction is added to a message.
Recent Thread Messages
Triggers when a new message recieved in a thread.
New member join/leave or updated in channel
Triggers when a user joins, leaves, or updates their profile in the selected Slack channel.
Do thisActions
Action is the task that follows automatically within your Slack integrations.
Send message
Send a message to channels or people. Add buttons, post in a thread, set a bot name/icon, mention users or @channel, control link previews, or schedule delivery.
Set Slack Status
Set your Slack profile status text and emoji and optionally specify how long it should remain active.
Send Interactive messages
This action is built for human intervention purpose to get user input for running flow. although the functionality is also workingh in send message action
Send Block/buttons/Intractive message using AI
Send Block, buttons, or slack form using AI
View_open BlockKit Modal using JSON
Open Model as a response or any BlockKit action
Chat_update slack block or message using messageTs
Update your open or any other chat message using messageTs
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Step by step guides to integrate Slack and Pipedrive
Frequently Asked Questions
To start, connect both your Slack and Pipedrive accounts to viaSocket. Once connected, you can set up a workflow where an event in Slack triggers actions in Pipedrive (or vice versa).
Absolutely. You can customize how Slack data is recorded in Pipedrive. This includes choosing which data fields go into which fields of Pipedrive, setting up custom formats, and filtering out unwanted information.
The data sync between Slack and Pipedrive typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Slack and Pipedrive. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Slack
Slack is a team Communication Platform. Focused on chat, apps and working with bots.
Learn MoreAbout Pipedrive
Pipedrive is a CRM software designed to streamline sales processes. It helps businesses manage sales pipelines, track deals, organize contacts, schedule activities, and gain insights through reporting and analytics. By centralizing sales-related tasks and data, Pipedrive enables sales teams to prioritize activities, build stronger relationships with customers, and make data-driven decisions to improve sales performance.
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