Send Notes from Slack to Deal/Person/Org in Pipedrive
Has anyone figured out how to do this?
I tried it using Automate.io + a custom Slack workflow but it's not working.
Basically, I want to send notes I share with my team via Slack directly to Pipedrive and not have to log in each time to add notes I already shared in Slack.
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,249edited April 2021 #2
How do you know which note in Slack is for which deal/activity/person/org in Pipedrive?0
Erica Peterson Posts: 2edited April 2021 #3
I'd put the name of the org/person/deal as Input in the message0
Jani Lillberg_83681 Posts: 1edited June 2022 #4
Let me know when you solved this? In slack with Zoho you can select to do so and it works great. Just select organization number into add it, like this: pipedrive.com/organization/1
If someone comments the thread, it still does not update it but you can manually select which replies you add to Zoho Notes.
I have found it very useful, hope they make same thing for Pipedrive as well.0