Link Slack Channel to Pipedrive Deal from Pipedrive

Dallas de Marr Updated by Dallas de Marr

From within Pipedrive, a Slack channel can be linked to track a specific deal, even if the bot is not in that channel.

What to Know:

  • The channel to be linked must be created in Slack prior to performing these steps.
  • This channel can be a shared or dedicated channel.

Linking a Slack Channel

  1. Navigate to the deal in Pipedrive
  2. On the deal landing page, click Add Shared Channel. You may also create a dedicated channel by selecting the dropdown next to this button
  3. Select the channel and frequency in the modal that appears
  4. Click Save

The deal will now receive updates in the selected channels.

How did we do?

Send alerts to channels in Slack

Get Status of a Deal or Organization Linked to Channel

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