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How to set up a Slack notification when a deal is lost in Pipedrive.

How to set up a Slack notification when a deal is lost in Pipedrive.

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 “Deal lost”

Add the Pipedrive trigger to initiate your playbook's actions before a deal is marked as lost.

To do this, click "Add trigger " in your playbook. Choose the "Deal lost" trigger from the Pipedrive options from there. It will enable your playbook to identify deals that have been lost 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.

2

Add the “Send message” in Slack

Integrate the Slack automation into your playbook to ensure that you receive timely alerts about Pipedrive deals.

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 deal.

If you haven't connected 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.

3

Activate your playbook

Activating your playbook is the last step. Once you turn it on, the playbook automatically responds to the lost Pipedrive deals by sending alerts 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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