How to use
Using the Deals+ Home Tab
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.…
Get personal notifications for deal activity
Personal notifications in Slack keep you up-to-date on the deals you own or follow in Pipedrive.
Send alerts to channels in Slack
Use Deals+ to send and receive updates to a deal or organization to a specified channel.
Create Dedicated Deal Channel
From within Pipedrive or Slack, a Slack channel can be linked to track a specific deal, providing bi-directional updates from and to Slack and Pipedrive. What to Know: This channel can be a shared or…
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…
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…
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.…
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…
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…
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.…
