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How to automatically send a message to a specific channel in Slack for each new activity in Pipedrive

How to automatically send a message to a specific channel in Slack for each new activity in Pipedrive

Relay.app is an automation tool that lets you automate actions across Pipedrive, Slack, and many other apps. In this guide, we'll show you how to automatically run the “send message” action in Slack for each activity added in Pipedrive using Relay.app.
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Pipedrive logoPipedrive > Slack
Trigger
Last triggered
Pipedrive logoActivity added
Slack logoSend message
1

Create your playbook and set the Pipedrive trigger as "Activity added"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To set up this playbook, click "Add trigger" and then select "Activity added" under Pipedrive. Then, select the details for the activity. This will allow your playbook to automatically detect each newly added activity in Pipedrive and initiate necessary actions.

If this is your first time using a Pipedrive integration in Relay.app, a prompt will guide you through the connection process.

2

Add the "Send message" in Slack automation

Integrate the Slack automation into your playbook to ensure the prompt sending of a message to the Slack channel when a new activity has been added in Pipedrive.

Click the "Add step" button, then locate the "Send message" automation for Slack and input the mandatory and relevant details.

If your Slack account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Slack account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the sending of a message to the Slack channel. Once turned on, it will respond to each newly added activity on Pipedrive by sending a message on a specific Slack channel without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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