Table of Contents
Updated by Nick Cron
Use Deals+ to share information from Pipedrive with channels or users in Slack
What to Know
- The app must be added to the channel to use this feature
- Deals, Organizations and Contacts can be shared
- You can share with individuals or channels in Slack
Share a Deal, Contact, or Organization from a notification
- Click the View button
- Click the overflow menu in the upper right.
- Choose the option Share
- Choose the person or channel you want to share the deal with
- Optional: Add a note.
- Click the Submit button.
Share a Deal, Contact, or Organization from the home screen
- Click the Share button
- Type in a search term - you can search for Deals, Organizations, and Contacts
- Choose a channel or user to share the element with
- Optional: Add a note to add context.
- Click the Submit button to share.