Integrationsarrow_forwardPipedrive Integrationsarrow_forwardPipedrive + Slack Integrationsarrow_forward
How to automatically send a Slack DM when a Pipedrive deal stage changes

How to automatically send a Slack DM when a Pipedrive deal stage changes

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

Set the Pipedrive trigger as “Deal stage changed”

Add the Pipedrive trigger to initiate your playbook's actions before changing a deal stage.

To do this, click "Add trigger" in your playbook. Select the "Deal stage changed" trigger option from the dropdown menu under Pipedrive. It will enable your playbook to identify newly changed deal stage activities and trigger necessary actions automatically.

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 deal stages in Pipedrive.

Select "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, you will be prompted to complete that connection. Ensure that 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. Once you turn it on, the playbook automatically sends a Slack DM when a Pipedrive deal stage changes 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.

Learn more about
See all appsarrow_forward
Pipedrive integrations
Pipedrive
More info
Slack integrations
Slack
More info

Related blog posts

See all blog posts ➔
Guides

The best form automation software in 2024

Looking to streamline your workflow and reduce your workload? Form automation software transforms tedious manual processes into streamlined, automatic workflows, saving time and reducing errors
Whitney Hazard
Whitney Hazard
Apr 17, 2024
Guides

From notes to relationships: How to build a powerful CRM in Notion

Learn to leverage Notion's flexibility for improved lead tracking, team collaboration, and actionable insights, all in one intuitive platform.
Jacob Bank
Jacob Bank
Apr 16, 2024
Automation Ideas

Everything you need to know about Coda automations

This article covers everything you need to know about Coda automation—from setting them up natively to buying "packs" or connecting with a third-party workflow tool like Relay.app.
Whitney Hazard
Whitney Hazard
Apr 8, 2024
Automation Ideas

8 powerful automation to unleash the power of Slack

Make Slack real hub of your workspace with these handy workflow automations.
Whitney Hazard
Whitney Hazard
Mar 26, 2024
Automation Ideas

7 Pipedrive automations for effortless lead management

Automate your Pipedrive CRM and go from warm lead to final sale faster than you can say "automation".
Jacob Bank
Jacob Bank
Mar 18, 2024

More how-to guides featuring Pipedrive and Slack

See all how-to guides ➔
Pipedrive iconarrow_forwardSlack icon

Automatically send a Slack DM when a deal is won in Pipedrive

Have you ever manually sent direct messages (DMs) to notify your team members about a won deal in Pipedrive? If you have, you know how time-consuming and error-prone this process can be. From constantly monitoring Pipedrive for won deals to manually creating DMs, this approach can lead to missed oppo
Pipedrive iconarrow_forwardSlack icon

Automatically send Slack notifications whenever a Pipedrive project status is updated

Are you tired of manually sending direct messages (DMs) every time there's a project status update in Pipedrive? You're not alone! With so many projects to manage, it's easy to miss updates or inaccurately communicate information. Plus, the inconsistency in communication can make the team coordinatio
Pipedrive iconarrow_forwardSlack icon

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

Are you tired of spending time sending direct messages on Slack every time a new person is added to your Pipedrive CRM? Not only is it time-consuming, but it's also prone to human error. Let's face it: we all have a lot on our plates, and it's easy to forget to send notifications or miss essential up
Pipedrive iconarrow_forwardSlack icon

Automatically send a direct message via Slack whenever a new product is added to your Pipedrive account

Are you tired of manually sending Slack notifications whenever a new product is added to your Pipedrive account? It can be a real hassle and is prone to errors and inconsistencies. You never know when someone on the team might need to remember to send a notification or miss an important update altoge
Pipedrive iconarrow_forwardSlack icon

Automatically send a Slack DM when a Pipedrive deal is updated

Are you tired of manually sending direct messages (DMs) every time a deal is updated in Pipedrive? You're not alone! We understand that this is a time-consuming process that requires constant monitoring, manual creation of DMs, and multiple notifications. Keeping track of numerous updated deals and n
Pipedrive iconarrow_forwardSlack icon

Send a Slack message when a Pipedrive deal closes

Keeping your team up-to-date about the status of your Pipedrive deals can be challenging, especially when some deals are in progress, some have been closed, and others need immediate attention. With Relay, you can effortlessly set up a playbook that sends a Slack notification every time a Pipedrive
Pipedrive iconarrow_forwardSlack icon

Automatically send Slack messages when the deal stage changes in Pipedrive

Have you ever faced a situation where you had to manually notify everyone about a deal's stage change in Pipedrive? It can be overwhelming, especially when multiple parties are involved, and updates must be sent out quickly. With Relay, you can easily ensure that a specific message is automatically
Pipedrive iconarrow_forwardSlack icon

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

With Relay.app's integration between Pipedrive and Slack, you can automatically send messages to specific channels in Slack for every newly added activity in Pipedrive, ensuring seamless communication and collaboration. In this guide, we'll walk you through setting up Relay.app to effortlessly synch
Try it
Pipedrive iconarrow_forwardSlack icon

Set up Slack notifications for new leads in Pipedrive

Are you someone who actively uses Pipedrive to manage leads and sales? Have you ever had a situation where you have yet to receive a timely notification for a new lead and, as a result, missed out on a potential opportunity? It can be frustrating to lose out on business because of delayed notificatio
Pipedrive iconarrow_forwardSlack icon

Automatically send a direct message via Slack whenever an organization in Pipedrive is updated

Are you tired of constantly worrying about missed updates to your organization in Pipedrive? Are you tired of manually sending notifications via Slack direct messages and risking human error and inconsistency? Well, say hello to Relay.app! Our platform is here to help you configure automated notifica
Pipedrive iconarrow_forwardSlack icon

Automatically send a Slack DM when a Pipedrive deal is lost

Are you tired of manually sending direct messages (DMs) whenever a deal is lost in Pipedrive? We get it— it can be time-consuming, inefficient, and prone to errors. Plus, keeping track of multiple lost deals and notifying the right team members can quickly become overwhelming. That's where Relay.app
Pipedrive iconarrow_forwardSlack icon

Notify your team on Slack when a deal is won in Pipedrive

Ready to take your team's victories to the next level? Just imagine the thrill of instant celebrations on Slack every time your team seals the deal in Pipedrive! It's a surefire way to keep everyone in the loop and boost efficiency. With Relay automation, you can say goodbye to those pesky manual up
Pipedrive iconarrow_forwardSlack icon

Automatically send a direct message in Slack each time a new lead is added in Pipedrive

Are you tired of manually sending direct messages in Slack whenever a new lead is added in Pipedrive? It can be quite a hassle, not to mention the risk of human error and inconsistency. Your team might forget to send notifications of every new lead addition, leading to communication gaps and missed o
Pipedrive iconarrow_forwardSlack icon

Automatically send a Slack DM when a Pipedrive deal is closed

Do you find it tedious to manually send direct messages (DMs) to the appropriate team members when a deal is closed in Pipedrive? Perhaps you sometimes miss notifications or select the wrong recipients, causing delays or missed opportunities. Moreover, as your business grows and you must keep track o
Pipedrive iconarrow_forwardSlack icon

Automatically add a new Pipedrive person to a specific Slack channel

Struggling to keep your team informed about new Pipedrive contacts in Slack? Say goodbye to manual updates and hello to automated workflows with Relay.app. With Relay.app's integration between Pipedrive and Slack, you can automatically add new Pipedrive persons to specific Slack channels, ensuring s
Try it
Pipedrive iconarrow_forwardSlack icon

Send Pipedrive deal updates through Slack

Managing communication across multiple platforms and staying updated with new deals can be complex and time-consuming. Not only do you need to keep on top of your messages, but you also need to ensure that you respond promptly and appropriately with the correct information. With Relay, you can sync
Pipedrive iconarrow_forwardSlack icon

Automatically send a direct message via Slack whenever a new organization is added to your Pipedrive account

Are you tired of missing notifications or updates when new organizations are added to your Pipedrive account? It can be frustrating when crucial information slipped through the cracks, leading to inefficiencies and missed opportunities. Imagine not being aware of new organizations in the pipeline, re
Pipedrive iconarrow_forwardSlack icon

Send Slack messages to a channel for every new product added to Pipedrive

Are you tired of facing communication gaps in your team when launching new products on Pipedrive? It can be frustrating, lead to missed sales opportunities, impact customer service, and hinder collaborative efforts. Plus, adapting to market changes can become a nightmare. That's where Relay comes in!
Pipedrive iconarrow_forwardSlack icon

Notify a Slack channel when a new person is added in Pipedrive

Have you ever found yourself in a situation where you had to inform your team about all newly added members or contacts but felt frustrated after spending hours on it? With Relay, you can keep everyone in the loop by automatically notifying a designated Slack channel each time a new person is added
Pipedrive iconarrow_forwardSlack icon

Automatically send a Slack DM for every new Pipedrive deal

Are you tired of manually sending direct messages (DMs) whenever a new deal is added to Pipedrive? We get it! It's a time-consuming task and can be prone to errors like typos, missed notifications, or sending them to the wrong person. Not to mention, it can be overwhelming to keep track of all the de
Pipedrive iconarrow_forwardSlack icon

Automatically send Slack direct messages (DMs) when there are changes in the project phases on Pipedrive

Are you tired of manually sending direct messages (DMs) whenever project phases change in Pipedrive? We hear you! It's a tedious process that requires constant monitoring of Pipedrive for phase changes and manual creation of DMs to notify team members. Not to mention, it's error-prone and time-consum
Pipedrive iconarrow_forwardSlack icon

Automatically create a new Slack channel for each new project in Asana

With Relay.app's integration between Pipedrive and Slack, you can automatically create new channels in Slack for every newly added project in Pipedrive, ensuring seamless team communication and organization. In this guide, we'll walk you through setting up Relay.app to effortlessly synchronize your
Try it
Pipedrive iconarrow_forwardSlack icon

Automatically send a Slack message when a new deal is added in Pipedrive

Are you someone who actively uses Pipedrive to manage deals and sales? Have you ever experienced a situation where you missed out on a potential opportunity because you did not receive a notification for a new deal promptly? It can be frustrating as it may lead to losing out on business opportunities
Pipedrive iconarrow_forwardSlack icon

Notify your team on Slack when a new organization is added in Pipedrive

Do you often spend a lot of time manually notifying your team whenever a new organization is added to Pipedrive? Keeping your team updated with the latest information can be time-consuming, often leading to delays or missed opportunities. With Relay, you can create an automatic notification for you
Pipedrive iconarrow_forwardSlack icon

Automatically send Slack DMs for new Pipedrive activities

Do you manually send your team direct messages (DMs) whenever new activities are added to Pipedrive? If yes, then you know it can be a time-consuming and error-prone process that requires constant monitoring of Pipedrive for new activities and manual creation of DMs to notify team members. But with R
Pipedrive iconarrow_forwardSlack icon

Automatically send a Slack message when an organization is updated in Pipedrive

Have you ever found yourself worrying about whether everyone on the team received the update? And what if someone missed the update and caused confusion or delays? It can be a frustrating experience, especially when you have a lot of updates to share regularly. With Relay, you can automatically noti
Pipedrive iconarrow_forwardSlack icon

Send a Slack message whenever a Pipedrive person is updated

Have you ever had to manually inform someone about changes to their name on Pipedrive, only to find out later that someone missed the update and caused confusion? This can be incredibly frustrating when dealing with a large team or frequent updates, as it can lead to misunderstandings, mistakes, and
Pipedrive iconarrow_forwardSlack icon

Automatically send a Slack DM when a new project is added in Pipedrive

Are you tired of manually notifying your team members about new projects added to Pipedrive? It can be a real headache, right? You have to keep an eye on Pipedrive for new projects, create direct messages, avoid typos, ensure notifications aren't missed, and ensure messages are sent to the right pers
Pipedrive iconarrow_forwardSlack icon

Set up a Slack notification when a deal is lost in Pipedrive.

Have you ever lost a business deal because you have not received a timely notification or alert? Or do you need help with the manual process of sending out alerts? No worries! With Relay, you can automate Slack notifications whenever a deal is lost in Pipedrive. It will help streamline communicatio

What will you automate?

Sign up and get started with your first Relay.app workflow today.
Try Relay.app for free
Background imageBackground image