Is it possible to get data alerts from Pipedrive to email and/or Slack?

Dear community, I'm exploring ways of automating notifications sending to email and/or Slack when there are changes in Pipedrive Deals. We want to automatically send notifications to respective team members when there is a new or overdue activity or the stage/name was changed as it has direct impact on our business results. Has anyone else found a way to automate this process in Pipedrive or are there any 3rd party tools that can help with this?

Answers

  • Graham Cox
    Graham Cox Member Posts: 141
    100 Comments 25 Likes 5 Up Votes Name Dropper

    Hi Chris,

    Have you seen this?


    If that's not what you need you could use Zapier.


    Graham

  • Keith Greywood
    Keith Greywood Member Posts: 38
    Third Anniversary 10 Comments Photogenic
    edited April 19 #3

    "We want to automatically send notifications to respective team members when there is a new or overdue activity or the stage/name was changed as it has direct impact on our business results. Has anyone else found a way to automate this process in Pipedrive or are there any 3rd party tools that can help with this?"

    The standard slack integration can report on new deals, but you can also use Pipedrive automations to fire slack messages to channels, (and/or send emails using pipedrive templlates) if you have that feature enabled (professional level I think). An alternative would be Zapier which can do all of that easily. That can be free under a certain amount of zaps and actions.

    I report on new leads and key stage changes as well as won deals using a combination of these products.

    What I'd really love is to understand how to automatically get a daily or weekly snashot image from an insights report into slack