- How to automatically send a Slack message when an organization is updated in Pipedrive
- 1. Set the Pipedrive trigger as “Organization updated”
- 2. Add the “Send messages” step in Slack
- 3. Activate your playbook
- Learn more about integrating with Pipedrive and Slack
- Related blog posts
- More how-to guides featuring Pipedrive and Slack
How to automatically send a Slack message when an organization is updated in Pipedrive
Set the Pipedrive trigger as “Organization updated”
Add the Pipedrive trigger to initiate your playbook's actions.
To do this, click "Add trigger" in your playbook. Choose the "Organization updated" trigger from the Pipedrive options. It will enable your playbook to detect when a Pipedrive organization is updated and trigger necessary actions automatically.
If you have yet to connect your Pipedrive account to Relay, a prompt will guide you through the connection process.
Add the “Send messages” step in Slack
Integrate the Slack automation into your playbook To ensure that you receive timely updates about the Pipedrive organization.
Select "Add Step" and then locate the "Send Message" automation for Slack. Enter all the relevant details, including the sender's name, the Slack channel for updates, and the message body containing detailed information about the organization.
If you still need to connect your Slack account to Relay, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay to send messages through your Slack account.
Activate your playbook
Activating your playbook is the last step to automate sending the updated Pipedrive organization through Slack without manual intervention.
To activate your playbook, click the toggle button in the header. Before starting it, we recommend running a test to ensure all the steps work seamlessly together and the messages are sent correctly.
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