How to use

Using the home screen in the app

The home tab of the Deals Plus application enables you to find Pipedrive content, see recent activities on deals you follow, and set personal notification settings. What to Know: Using the Home Tab.…

Dallas de Marr
Updated 4 months ago by Dallas de Marr

Get personal notifications for deal activity

Personal notifications in Slack keep you up-to-date on the deals you own or follow in Pipedrive.

Dallas de Marr
Updated 4 months ago by Dallas de Marr

Send alerts to channels in Slack

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

Nick Cron
Updated 4 months ago by Nick Cron

Link Slack Channel to Pipedrive Deal from Pipedrive

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 perform…

Dallas de Marr
Updated 1 month ago by Dallas de Marr

Get Status of a Deal or Organization Linked to Channel

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. Gettin…

Dallas de Marr
Updated 1 month ago by Dallas de Marr

Change a deal stage in Slack

Use Deals+ to update a deal stage in the pipeline without switching context. What to Know. The app must be added to the channel to use this feature. Deals stages are dynamic and based on your pipelin…

Nick Cron
Updated 4 months ago by Nick Cron

Share a deal, organization or contact in Slack

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.…

Nick Cron
Updated 4 months ago by Nick Cron

Add an activity from Slack

Use Deals+ to add activities in Pipedrive. What to Know. The app must be added to the channel to use this feature. You can add activities from a notification or from the home screen. Add activity fro…

Nick Cron
Updated 4 months ago by Nick Cron

Mark a deal won or lost from Slack

Use Deals+ to mark a deal won or lost. What to Know. The app must be added to the channel to use this feature. Mark as won or lost. Search for a deal or get a deal notification. Click the View button…

Nick Cron
Updated 4 months ago by Nick Cron

Using Emoji to Add Content to a Deal in Pipedrive

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.…

Dallas de Marr
Updated 1 month ago by Dallas de Marr

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