Using Emoji to Add Content to a Deal in Pipedrive

Dallas de Marr Updated by Dallas de Marr

Using Deals+, you can mark a message with an emoji to add content to Pipedrive from Slack.

What to Know

  • The Deals+ bot must be in the channel to add content to Pipedrive

Using Emoji to Add Content

  1. Ensure that the Deals+ bot is in the channel whose message you want to capture
  2. React to the message to be captured with the :heavy_plus_sign: emoji. An ephemeral message will be displayed.
  3. Using the options presented in the message, you can add this content as a note associated to a deal, an organization, or as a contact.

See this functionality in action:

How did we do?

Mark a deal won or lost from Slack

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