Slack integration should have filters!
So we use multiple pipelines for our sales team and we have the slack integration setup so we can celebrate when a sale is won. However we noticed that any deal that is 'WON' in Pipedrive now goes through as a Slack notification. Ideally we would want to be able to choose which pipeline synchs with Slack for notifications and not get bombarded with hundreds of notifications.
Answers
-
Thanks for sharing. You could potentially also use our workflow automation to set it up: https://support.pipedrive.com/hc/en-us/articles/360002426038-How-can-I-use-the-Workflow-Automation-to-send-Slack-notifications-
Here you can better filter what gets send over. I get your point however, and passing it along!
0 -
I agree! It would be nice to have certain pipelines for certain categories. We have a large organization with different sections who don't need to be connected or know what deals have been one, except those in those departments. We love sharing one PD because clients overlap and having those notes and visibility is great. But Pipedrive really needs to allow for this for more privacy!
0 -
Hi Pam and Karli - I realize this is a bit late since you posted this a few years ago but we recently released an app that has the functionality you mentioned here.
You can try our app for free here - https://www.pipedrive.com/en/marketplace/app/deals-for-slack/04f1cca922447c7f
Here is what the channel notification configuration looks like in our app:
0