Using Zapier to send Slack DMs to Activity Owner?

Jacob Leffler
Jacob Leffler Member Posts: 4 VERIFIED MEMBER
Name Dropper First Comment Photogenic
edited March 2024 in Apps and Integrations #1

I’ve tried Zapier to send a Slack DM to an Activity Owner.

The To: box wants me to select either a specific Slack user OR a field from Pipedrive. I would love to choose Pipedrive:“Activity Owner Name” and have that match to the Slack user associated with that owner name.

Does any one know if that is possible?

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Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,603 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers
    #2

    You need the Slack ID of each user and then use the lookup table in Zapier.

    If you need help, book a call here: https://calendly.com/amitsarda/discovery

  • Nagarjoon
    Nagarjoon Member Posts: 5 VERIFIED MEMBER
    First Comment
    #3

    Yes, it's possible to achieve this using Zapier's integration capabilities. You can set up a Zap (automation) that triggers when a new activity is created in Pipedrive. Then, you can use a filter or a lookup table to match the Pipedrive "Activity Owner Name" with the corresponding Slack user and send a direct message to them. This way, you can automate the process of sending Slack DMs to the activity owners based on their names in Pipedrive.

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