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How to automatically send a direct message in Slack every time a new person is added to your Pipedrive CRM

How to automatically send a direct message in Slack every time a new person is added to your Pipedrive CRM

Relay.app is an automation tool that lets you automate actions across Pipedrive, Slack, and many other apps.
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1

Set the Pipedrive trigger as “Person added”

Add the Pipedrive trigger to initiate your playbook's actions before adding contacts.

To do this, click "Add trigger" in your playbook. Select the "Person added" trigger option from the dropdown menu under Pipedrive. It will enable your playbook to automatically identify newly added contacts and trigger necessary actions.

If you still need to connect your Pipedrive account to Relay.app, a prompt will guide you through the connection process.

2

Add the “Send DM” step in Slack

Integrate Slack automation into your playbook to ensure that you receive timely updates on the person added in Pipedrive.

Start by selecting "Add Step" and then find the "Send DM" automation for Slack. Enter all the required details, including the receiver's name and the message body containing detailed information.

If you still need to connect your Slack account to Relay.app yet, you will be prompted to complete that connection. Ensure you allow the necessary permissions for Relay.app to send direct messages through your Slack account.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically send a direct message in Slack every time a new person is added to your Pipedrive CRM without requiring manual intervention.

To activate your playbook, click the toggle button in the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

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