Share activity notes in slack
We share meeting results in our company both in Pipedrive and in slack. Since we don't want to duplicate content, we write meeting notes in Pipedrive and then share them in Slack in a specific channel. Currently, there is no option to just share a link to an activity which is why we started to take screenshots of the activities in Pipedrive and post them in Slack - which is quite ugly.
Is there a better way to solve this? I would love to have a direct link to the activity or something like that, which I could just simply post to slack.
Looking forward to your responses.
Best, Andreas
Answers
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There seems to be a similar request here: https://community.pipedrive.com/post/send-a-note-to-public-slack-channel-5fd3457fc42d490617ce9c0a
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Andreas Wunder said:
There seems to be a similar request here: https://community.pipedrive.com/post/send-a-note-to-public-slack-channel-5fd3457fc42d490617ce9c0a
Hi @Andreas Wunder and @Alex Stretton !
You can achieve this by using Slack as an action in a Workflow Automation, something like this:
Learn all about any of Pipedrive’s features from our Knowledge Base tutorials in your preferred language and our Academy video courses. Simply search for your topic! 🔍
If after that you still find yourself struggling, please reach out to our Support team and they will help you.
For urgent or technical issues Support is always the most adequate and quickest channel of communication, as Community is more focused on exchanging knowledge, experiences and ideas. Thank you!
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Andreas Wunder said:
There seems to be a similar request here: https://community.pipedrive.com/post/send-a-note-to-public-slack-channel-5fd3457fc42d490617ce9c0a
Hi Inês, thanks for your answer. This looks great. However, I would prefer to decide manually which notes to share in Slack and which not. Is there any way to do that too?
Thanks and best regards!
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Andreas Wunder said:
There seems to be a similar request here: https://community.pipedrive.com/post/send-a-note-to-public-slack-channel-5fd3457fc42d490617ce9c0a
@Andreas Wunder I would explore the filter conditions in our Workflow Automations or use one of the integration platforms available in our marketplace, as they allow you to transfer and manipulate data outside the scope of our own native features.
If you feel you still need help or advice, please contact our Support Team. 🚀
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Hi @Andreas Wunder and @Alex Stretton,
You can create this workflow using PixieBrix. Here's a quick demo: Pipedrive Notes to Slack
If you're interested, I can help you configure this. Just email todd@pixiebrix.com
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Any update on that? Is there a possiblity to share an activity or to tag people so that they are informed about an activity?
As @Andreas Wunder said, I have similar request to do it manually only when it is relevant.
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