Connect Slack with Pipedrive

Unlock the superpowers of Slack + Pipedrive and automate your tasks without having to write a single line of code.

Slack and Pipedrive
your way

Check out the available triggers and actions in the integration of apps Slack + Pipedrive and build your automation

Pipedrive-icon

Won deal

For each won deal on Pipedrive

Trigger

Information from Pipedrive that can be used and sent to other apps.

deal status

Deal name

deal ID customer

deal email customer

deal customer name

deal customer first name

deal customer Last name

main phone deal customer

deal amount

organization id

organization name

organization address

organization address: subpremise

organization address: number

organization address: street

organization address: Neighborhood

organization address: location

organization address: Municipality

organization address: State

organization address: Country

organization address: Zip Code

organization full formatted address

Expected closing date of the deal

date the deal was won

date the deal was lost

reason for loss

date the deal was created

coin

name of products

discount on products

Sum of product discounts

Quantity summary of deal products

Unit price summary of deal products

Sum summary of deal products

deal creator id

name of the deal creator

deal creator email

ID of the person responsible for the deal

name of the person responsible for the deal

email of the person responsible for the deal

date the deal was updated

ID is the stage

Step name

Pipeline ID

Pipeline name

date on which the deal changed stage

customer: total open deals

customer: total deals won

customer: total lost deals

organization: total open deals

organization: total deals won

organization: total lost deals

deal observations

deal files

Total quantity of items

Pipedrive-icon

Deal reaches pipeline stage

When a deal reaches a certain stage in a pipeline on Pipedrive

Trigger

Information from Pipedrive that can be used and sent to other apps.

deal status

Deal name

deal ID customer

deal email customer

deal customer name

deal customer first name

deal customer Last name

main phone deal customer

deal amount

organization id

organization name

organization address

organization address: subpremise

organization address: number

organization address: street

organization address: Neighborhood

organization address: location

organization address: Municipality

organization address: State

organization address: Country

organization address: Zip Code

organization full formatted address

expected close date

date the deal was won

date the deal was lost

reason for loss

date the deal was created

coin

name of products

discount on products

Sum of product discounts

Quantity summary of deal products

Unit price summary of deal products

Sum summary of deal products

deal creator id

name of the deal creator

deal creator email

ID of the person responsible for the deal

name of the person responsible for the deal

email of the person responsible for the deal

date the deal was updated

stage ID

stage name

pipeline ID

pipeline name

date on which the deal changed stage

customer: total open deals

customer: total deals won

customer: total lost deals

organization: total open deals

organization: total deals won

organization: total lost deals

deal observations

deal files

Total quantity of items

Pipedrive-icon

Created deal

For each created deal on Pipedrive

Trigger

Information from Pipedrive that can be used and sent to other apps.

deal ID

deal status

Deal name

deal ID customer

deal email customer

deal customer name

deal customer first name

deal customer Last name

main phone deal customer

deal amount

organization id

organization name

organization address

organization address: subpremise

organization address: number

organization address: street

organization address: Neighborhood

organization address: location

organization address: Municipality

organization address: State

organization address: Country

organization address: Zip Code

organization full formatted address

expected close date

date the deal was won

date the deal was lost

reason for loss

date the deal was created

coin

name of products

discount on products

Sum of product discounts

Quantity summary of deal products

Unit price summary of deal products

Sum summary of deal products

deal creator id

name of the deal creator

deal creator email

ID of the person responsible for the deal

name of the person responsible for the deal

email of the person responsible for the deal

date the deal was updated

ID is the stage

Step name

Pipeline ID

Pipeline name

date on which the deal changed stage

customer: total open deals

customer: total deals won

customer: total lost deals

organization: total open deals

organization: total deals won

organization: total lost deals

deal observations

deal files

Total quantity of items

Pipedrive-icon

Created contact

For each created contact on Pipedrive

Trigger

Information from Pipedrive that can be used and sent to other apps.

Contact id

Contact owner id

Contact owner name

Contact owner email

Contact organization name

Contact Organization Owner Id

Address of the contact organization

Contact organization owner name

Contact's full name

Contact's first name

Contact last name

Contact creation date and time

Contact's first email

First contact phone number

Contact email list

Contact phone list

Date and time the contact was created (in the format dd/mm/yyyy hh:mm:ss)

Pipedrive-icon

Lost deal

For each lost deal on Pipedrive

Trigger

Information from Pipedrive that can be used and sent to other apps.

deal ID

deal status

Deal name

deal ID customer

deal email customer

deal customer name

deal customer first name

deal customer Last name

main phone deal customer

deal amount

organization id

organization name

organization address

organization address: subpremise

organization address: number

organization address: street

organization address: Neighborhood

organization address: location

organization address: Municipality

organization address: State

organization address: Country

organization address: Zip Code

organization full formatted address

expected close date

date the deal was won

date the deal was lost

reason for loss

date the deal was created

coin

name of products

discount on products

Sum of product discounts

Quantity summary of deal products

Unit price summary of deal products

Sum summary of deal products

deal creator id

name of the deal creator

deal creator email

ID of the person responsible for the deal

name of the person responsible for the deal

email of the person responsible for the deal

date the deal was updated

ID is the stage

Step name

Pipeline ID

Pipeline name

date on which the deal changed stage

customer: total open deals

customer: total deals won

customer: total lost deals

organization: total open deals

organization: total deals won

organization: total lost deals

deal observations

deal files

Total quantity of items

Pipedrive-icon

Created activity

For each created activity on Pipedrive

Trigger

Information from Pipedrive that can be used and sent to other apps.

Activity: ID

Activity: Title

Activity: Creator ID

Activity: Description

Activity: 0 - Not done, 1 - Done

Activity: Due date ('dd/mm/yyyy - hh:mm:ss')

Activity: Parent activity ID

Activity: Assignee ID

Activity: Creation date ('dd/mm/yyyy - hh:mm:ss')

Activity: Update date ('dd/mm/yyyy - hh:mm:ss')

Activity: Completion date ('dd/mm/yyyy - hh:mm:ss')

Contact: ID

Contact: Full name

Contact: First name

Contact: Last name

Contact: Creation date and time

Contact: Primary email

Contact: Primary phone

Contact: Email list

Contact: Phone list

Company: ID

Company: Organization name

Company: Organization address

Company: Owner ID

Company: Owner name

Deal: ID

Deal: Title

Deal: Status

Deal: Creation date

Deal: Value without format

Deal: Value on format (reais)

Deal: Won deal date

Deal: Loss date

Deal: Stage ID

Deal: Stage name

Deal: Notes

Deal: Pipeline ID

Deal: Pipeline name

Deal: Products name

Deal: Products discount

Deal: Sum of product discounts

Deal: Product quantity summary

Deal: Product unit price summary

Deal: Product sum summary

Deal: Won date ('dd/mm/yyyy - hh:mm:ss')

Deal: Lost date ('dd/mm/yyyy - hh:mm:ss')

Deal: Creation date ('dd/mm/yyyy - hh:mm:ss')

Deal: Update date ('dd/mm/yyyy - hh:mm:ss')

Deal: Stage change date ('dd/mm/yyyy - hh:mm:ss')

Slack-icon

Notify in a channel

notify on a Slack channel

Action

Fields in Slack that can receive information from other apps.

message Required

icon url

name

Pipedrive-icon

Create or update deal

create/update a deal on Pipedrive

Action

Fields in Pipedrive that can receive information from other apps.

Distribute new deal

Select sellers

Owner's email

Update deals

Deal uniqueness criterion

Deal title Required

Expected closing date of the deal

Person unicity criteria

Customer name

Customer email

Deal amount

Organization name

Deal label

Customer phone

Customer phone number 2

Address: city

Address: state

Contact's date of birth

Grades

Product's name

Currency referring to the amount

Pipedrive-icon

Create or update contact

create or update a contact on Pipedrive

Action

Fields in Pipedrive that can receive information from other apps.

Person unicity criteria

Persons name Required

Person's email

Person's phone

Seller responsible for the person

Person's date of birth

Person's phone number 2

Organization name

Address: city of the organization

Address: organization state

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Automate Slack and Pipedrive
with Pluga integrations

Explore automation templates

How to integrate apps with Pluga?

Pluga allows you to integrate two or more apps in a simple, practical way without needing to type a single line of code. Here are the steps to automate your tasks and start focusing on what really matters.

  • Trigger and source app of the integration

    What is the integration trigger?

    The trigger is the step that initiates automation. In the integration process, it is selected after choosing the source app. For example, if you choose Facebook Lead Ads as the source app, the trigger could be: For each response on an advertisement.

  • Action and destination app of the integration

    What is an action within an automation?

    The action serves as a response to the previously selected trigger. That is, it occurs once the trigger is activated. For example, in an integration between Facebook Lead Ads (source) and Google Sheets (destination), as soon as the trigger “For each response on an advertisement” is activated in the source app, the action “Add data to a new row on a spreadsheet” will be carried out in the destination app.

  • Information mapping of the integration

    How does information mapping work?

    Information mapping is where you configure which captured information from the source app will be sent to each field in the destination app(s).

    For example, in an integration between Facebook Lead Ads and Google Sheets, this step is where you will determine which contact information should fill in the spreadsheet fields.

  • Integrations with multiple actions among more than two apps

    Is it possible to have more than one action?

    With Pluga, you can create automations by integrating several apps at once. For example, you can integrate Facebook Lead Ads + Google Sheets + Slack, so when the trigger is activated, the first action is executed and a notification is sent via Slack.

Integrate Slack + Pipedrive
and say goodbye to manual (and tedious) tasks!

By connecting the apps you use through Pluga, you can automate various processes in your routine and
have time for tasks that really matter.

Automatic transfer of your contacts' information to other apps

Automating the transfer of your contact base (leads) information to other apps can greatly facilitate tasks that involve managing them.

At Pluga, you can do this with ease and also helps optimize the work of people, avoiding possible human errors.

Card with contact information being sent to other apps

Automate your sales tracking

With the help of Pluga's integrations, you can put your business's sales control on autopilot. This way, tasks surrounding inventory, finance, and logistics can be more aligned and optimized, directly impacting your customer's satisfaction.

Data from a new sale being sent to a spreadsheet

Automated financial control

Dealing with finances requires a lot of attention. For this, integrating apps can be a great ally! With Pluga, you can connect your financial management software and payment methods to other apps to automate tasks involving the organization of your finances.

Data from a new charge being sent to an invoicing app

Reduce communication noise - and rework!

If your company uses any type of internal communication tool, it's possible to automate the routine of notifications and alerts within it.

At Pluga, for example, you can connect this software to your project management platform so that every time a task changes status, this is communicated in a channel. In other words, it increases productivity, reduces communication noise, and avoids possible rework.

Automatic notification in the internal communication app

Customized alerts for customers

Often, personalized communication is what will captivate a customer to keep them interested in your brand. But doing this manually is almost impossible. Using Pluga, you can send these notifications automatically without losing personalization.

Automatic message sent to the customer's WhatsApp
Slack-icon

Slack

Communication

Slack is a communication platform for businesses. It offers a simple and intuitive interface, real-time chat, file sharing, integration with other apps, and organization of teams and projects.

Integrations with Slack Visit Slack
Pipedrive-icon

Pipedrive

CRM

Pipedrive is a sales management and CRM platform. The app helps businesses of all sizes organize and track the sales process, manage contacts, and close deals.

Integrations with Pipedrive Visit Pipedrive

Frequently Asked Questions

  • With Pluga, you can easily integrate Slack com Pipedrive . Just follow these steps:

    • 1. Log in or sign up (for free) on Pluga and click on “Create automation”;
    • 2. Select the source app and trigger;
    • 3. Select the destination app and action;
    • 4. Make the necessary adjustments, specifying which data will be sent to one app to another.
  • By integrating Slack with Pipedrive on Pluga, you can automate various manual tasks that reduce productivity for those who perform them, while also avoiding human errors. The best part is that the process is simple and doesn’t require typing a single line of code.

  • On Pluga, you can make several integrations for free with the free plan. Additionally, you have the option to try all the features for 7 days at no cost to create integrations between Slack, Pipedrive, and even other apps.

    We also offer three other plans, with prices ranging from $17 to $65 per month, which include premium automations and features, as well as a higher volume of events and automations. For companies with specific needs, we have the Enterprise plan, designed to offer customized solutions beyond the resources available in other plans.

    Check Pluga's pricing page for more details.