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How to send a Slack message when a Pipedrive deal closes

How to send a Slack message when a Pipedrive deal closes

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

Add the Pipedrive trigger to initiate your playbook's actions before closing deals.

Every playbook starts with a trigger. To set this up, go to your playbook and click "Add trigger." Then, select the "Deal closed" trigger from the Pipedrive options. By doing this, your playbook will be able to automatically detect any updates made to your deals and take the necessary actions accordingly. If you haven't connected your Pipedrive account to Relay before, don't worry. A prompt will guide you through the connection process.

2

Add the "Send message" in Slack step

Integrating Slack automations into your playbook is the optimal way to ensure that notifications get sent out promptly for every closed deal.

To get started, select "Add step" and look for 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 deal.

If you still need to connect your Slack account to Relay - you will be prompted to complete that connection. Be sure to allow Relay the necessary permissions to send messages through your Slack account.

3

Activate your playbook

Activating your playbook is the last step to automate sending updates about Pipedrive closed deals 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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