Table of Contents

Send alerts to channels in Slack

Nick Cron Updated by Nick Cron

Use Deals+ to send and receive updates to a deal or organization to a specified channel.

What to Know

  • The app must be added to the channel to use this feature
  • Each channel can be configured independently based on your needs
  • Notifications are automatically consolidated to reduce channel noise.

Getting alerts

  1. Get an alert in Slack based on your channel configuration
  2. Click on the View button to view more details of the deal.

Make changes in Slack

Deals+ includes a number of ways to update your Deal\]

Change deal stage

  1. Click the View button
  2. Click the overflow menu in the upper right.
  1. Choose the option Update Stage.
  2. Select the new stage for your deal.
  3. Click the Submit button.

Add activity

  1. Click the View button
  2. Click the overflow menu in the upper right.
  1. Choose the option Add Activity
  2. Populate the form with your next activity.
  3. Click the Submit button.

Add note

  1. Click the View button
  2. Click the overflow menu in the upper right.
  1. Choose the option Add Note
  2. Populate the form with your note.
  3. Click the Submit button.

Share in Slack

  1. Click the View button
  2. Click the overflow menu in the upper right.
  1. Choose the option Share
  2. Choose the person or channel you want to share the deal with
    1. Optional: Add a note.
  3. Click the Submit button.

Mark as won or lost

  1. Click the View button
  2. Click the Green Won button or the Red Lost button.

Adding the app to the channel

  1. Navigate to your channel in Slack
  2. Type @deals
  3. Choose Deals+
  4. Hit Enter
  5. Click the button Add to Channel

Configure from welcome message

  1. Click the Get Alerts button
  2. Choose the pipeline or pipelines to alert on.
  3. Choose the events that should trigger alerts.
  4. Click the Submit button.

Changing alert settings

  1. Navigate to the pinned messages in the channel
  2. Click the Notifications Settings button
  3. Click the pop-up dialog behind the pinned message
  4. Make updates as needed.
  5. Click the Submit button.

Disabling alerts

  1. Navigate to the pinned messages in the channel
  2. Click the Notifications Settings button
  3. Click the pop-up dialog behind the pinned message
  4. Remove the pipeline(s) and disable the alerts by unchecking the boxes.
  5. Click the Submit button.

How did we do?

Get personal notifications for deal activity

Link Slack Channel to Pipedrive Deal from Pipedrive

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