Automate making a Teams channel post when a deal signs

JonBDP
JonBDP Member Posts: 2 NEW MEMBER
edited January 21 in Apps and Integrations #1

In our org, when we sign a new deal we create a Teams post detailing things like the deal date, amount and other details. I have connected Teams to my Pipedrive account but don't see an obvious way to make this kind of automation.

Is this something that is already possible or could be added to the Teams integration?

Answers

  • Copida
    Copida Member Posts: 16 VERIFIED MEMBER
    10 Comments

    Pipedrive's native Teams integration doesn't currently support automated deal notifications with custom details like date and amount. However, you can achieve this using tools like Zapier, Microsoft Power Automate, or a custom webhook. These tools allow you to trigger a Teams message whenever a new deal is marked as "won" in Pipedrive, automatically pulling details like deal date, amount, and other fields into the post.

    If you need a more tailored solution, integrating Pipedrive's API with Teams via a custom script is an option. This approach can fully align the automation with your organization's specific needs.

    Cloudify will help with custom integration with pipedrive.

    https://cloudify.biz/marketplace/products/pipedrive-integrations

  • Claude Joshua
    Claude Joshua Member Posts: 5 VERIFIED MEMBER
    First Comment

    Automating Teams posts from Pipedrive isn’t a built-in feature, but you can use tools like Power Automate to create workflows that send deal details to Teams when a deal is signed.

  • andres
    andres Member Posts: 34 VERIFIED MEMBER
    Third Anniversary 10 Comments First Answer 5 Likes

    Have you tried using Pipedrive Automations?

    I can show you on Zoom how to build it, book a time with me here https://connex.digital/book/andres

  • andres
    andres Member Posts: 34 VERIFIED MEMBER
    Third Anniversary 10 Comments First Answer 5 Likes

    Posting screenshot again