Send Notes from Slack to Deal/Person/Org in Pipedrive

Erica Peterson
Erica Peterson Member Posts: 2 VERIFIED MEMBER
edited July 2022 in Apps and Integrations #1

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. 

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,610 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers
    edited April 2021 #2

    How do you know which note in Slack is for which deal/activity/person/org in Pipedrive?

  • Erica Peterson
    Erica Peterson Member Posts: 2 VERIFIED MEMBER
    edited April 2021 #3

    I'd put the name of the org/person/deal as Input in the message

  • Jani Lillberg_83681
    Jani Lillberg_83681 Member Posts: 1 VERIFIED MEMBER
    edited 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.

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