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 22 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?

Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,613 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers

    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

    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.