Get Status of a Deal or Organization Linked to Channel

Dallas de Marr Updated by Dallas de Marr

When you connect a deal or organization to a channel in Slack from Pipedrive, you can see the status at any time.

What to Know

  • The channel must already be connected to a deal or organization

Getting the Status

  1. Log in to Slack
  2. Navigate to the channel that is connected to the deal or organization whose status will be viewed
  3. Type /deals-plus
  4. Press Enter

Organization Status

When retrieving the status of an organization, the organization contacts will be displayed in addition to the last ten events, along with a small overview summary. In addition, from this message you can create an event associated to that organization.

Deal Status

When retrieving the status of a deal, the deal progress will be displayed in addition to the last ten events, along with a small overview summary. In addition, from this message you can create an event associated to that deal.

How did we do?

Link Slack Channel to Pipedrive Deal from Pipedrive

Change a deal stage in Slack

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