How to integrate Pipedrive-Slack bundle using Zapier?
The connection between Pipedrive and Slack through Zapier will increase team efficiency. Instant notification, which gives you real-time information and leads to smooth communication.
Sending a message to a Slack channel when a new person is created in Pipedrive
How the integration works:
- A new person is created in Pipedrive.
- Zapier automatically creates and sends a message to the Slack channel.
1. Creating a Zap: While on the “Dashboard” tab, select the applications “Pipedrive” and “Slack” and click on the “Make a Zap” button.
Setting up a trigger event in the “Pipedrive” service
2. Choose a trigger event. Select “New Person” from the dropdown list and click “Continue”. The trigger will activate when a new person is created in “Pipedrive”.
3. Next, you need to specify the “Pipedrive” account and click the “Continue” button.
4. Next, it is necessary to test the trigger by clicking the “Test trigger” button.
5. The next step is for the system to find the record in “Pipedrive”.
And display all the information available in their profile. Click the “Continue” button.
Setting up the action in the “Slack” service
6. In the next window, you need to specify the action that will be performed when a new client is created. For the “Slack” application, choose “Send Channel Message” and click “Continue”.
7. Next, you need to connect the “Slack” account and click “Continue”.
8. Next, you need to configure the connection between the “Pipedrive” application and “Slack”. Fill in the data in the provided fields. After filling in the fields, click the “Continue” button.
9. It is necessary to test the connection between “Pipedrive” and “Slack”.
10. The message has been sent to Slack.
11. After a successful test, click the “Publish Zap” button.
12. Zap is created, configured, and activated.
