Integrate Slack with Pipedrive

Send information between Slack and Pipedrive automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Slack and Pipedrive using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Message starred

Triggers when a message is starred

Message posted to private channel

Triggers when a new message is posted to the selected private channel

Message posted to public channel

Triggers when a new message is posted to the selected public channel

User added

Triggers when a new user is added

Channel created

Triggers when a new channel is created

Note added

Triggers when a new note is added

Contact person created

Triggers when a new contact person is created

Pipeline created

Triggers when a new pipeline is created

Pipeline stage created

Triggers when a new pipeline stage is created

Contact person updated

Triggers when any detail of an existing contact person is updated

Deal created

Triggers when a new deal is created

Activity created

Triggers when a new activity is created

Note updated

Triggers when an existing note is updated

Organization created

Triggers when a new organization is created

Activity updated

Triggers when any detail of an existing activity is updated

Deal updated

Triggers when any detail of an existing deal is updated

All Actions - Actions are the automated tasks

Set channel topic

Sets the topic for the selected channel

Fetch user - By name

Fetches the details of an existing user by name

Send direct message

Sends a direct message to the selected user

Send private channel message

Sends a message to the selected private channel

Update profile

Updates the profile information for the selected user

Create reminder

Creates a new reminder

Create channel

Creates a new public channel

Send public channel message

Sends a message to the selected public channel

Fetch user - By username

Fetches the details of an existing user by username

Fetch user - By ID

Fetches the details of an existing user by ID

Create notes

Creates a new note for the selected lead, deal, person, or organization

Create contact person

Creates a new contact person for the selected organization

Create product

Creates a new product

Create activity

Creates a new activity

Create organization

Creates a new organization

Create deal

Creates a new deal

Update deal

Updates the details of an existing deal

Update contact person

Updates the details of an existing contact person

Update organization

Updates the details of an existing organization

Update activity

Updates the details of an existing activity

Update product

Updates the details of an existing product

Update notes

Updates an existing note

Fetch person by name

Fetches the details of an existing person record by name

Fetch organization by name

Fetches the details of an existing organization by name

Fetch user by name

Fetches the details of an existing user by name

Fetch deal by title

Fetches the details of an existing deal by title

Fetch person by phone

Fetches the details of an existing person record by phone number

Fetch activity

Fetches the details of the user activities

Fetch person by ID

Fetches the details of an existing person record by ID

Fetch deal by ID

Fetches the details of an existing deal by ID

Fetch product by name

Fetches the details of an existing product by name

Fetch organization by ID

Fetches the details of an existing organization by ID

Fetch person by email address

Fetches the details of an existing person by email address

What is Slack?

Slack is a messaging app for teams. You can create channels to organize conversations, search message history, and add notes and reminders.

What is Pipedrive?

Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Technical Engineer, Master Liveaboards

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