Using Zapier to send Slack DMs to Activity Owner?
![Jacob Leffler](https://usericons.pipedrive.com/profile_120x120_14184613_29218c6341aaa393ff47bc00cf2dbee1.jpg)
![Name Dropper](https://us.v-cdn.net/6037014/uploads/badges/KUKSS67XBZ6D.png)
![First Comment](https://us.v-cdn.net/6037014/uploads/badges/DF5XRP8OLBHB.png)
![Photogenic](https://us.v-cdn.net/6037014/uploads/badges/DWAP3NZPOC7U.png)
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?
Comments
-
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
1 -
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.
1