How to push a Pipedrive insights chart to a Slack channel
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Hi PD fans!
Can u help me with tips how can I push/visualize a PD insights chart to a Slack channel? e.g. this one.
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Comments
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- Publish this as a dashboard with a public URL.
- Use a web URL screenshot service that connects with Zapier.
- Use Zapier to push it to Slack.
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Hey Bjorn.
https://www.loom.com/share/897311a78bc540c59a87cea18d42c929
Not sure if the Slack integration has the feature to do the reports. I've created this little walkthrough.
I've shared how I'd do it using our free app here:You can see more here, if you wanna set up a simialr workflow:
https://www.bardeen.ai/playbooks/send-website-screenshots-in-slack
Cheers.0 -
Renat Gabitov said:
Hey Bjorn.
https://www.loom.com/share/897311a78bc540c59a87cea18d42c929
Not sure if the Slack integration has the feature to do the reports. I've created this little walkthrough.
I've shared how I'd do it using our free app here:You can see more here, if you wanna set up a simialr workflow:
https://www.bardeen.ai/playbooks/send-website-screenshots-in-slack
Cheers.@Renat Gabitov This is really cool.
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Renat Gabitov said:
Hey Bjorn.
https://www.loom.com/share/897311a78bc540c59a87cea18d42c929
Not sure if the Slack integration has the feature to do the reports. I've created this little walkthrough.
I've shared how I'd do it using our free app here:You can see more here, if you wanna set up a simialr workflow:
https://www.bardeen.ai/playbooks/send-website-screenshots-in-slack
Cheers.coo stuff
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Amit Sarda said:
- Publish this as a dashboard with a public URL.
- Use a web URL screenshot service that connects with Zapier.
- Use Zapier to push it to Slack.
thank you it works!
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You can take a screenshot, and then share it in Slack
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Boris Tsibelman said:
You can take a screenshot, and then share it in Slack
Is that how AxisConsulting.io does it?
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Amit Sarda said:
- Publish this as a dashboard with a public URL.
- Use a web URL screenshot service that connects with Zapier.
- Use Zapier to push it to Slack.
Good stuff !
With the public URL created you could also use a Slack workflow to publish the link every x days to a specific channel0 -
Renat Gabitov said:
Hey Bjorn.
https://www.loom.com/share/897311a78bc540c59a87cea18d42c929
Not sure if the Slack integration has the feature to do the reports. I've created this little walkthrough.
I've shared how I'd do it using our free app here:You can see more here, if you wanna set up a simialr workflow:
https://www.bardeen.ai/playbooks/send-website-screenshots-in-slack
Cheers.Thanks, gents.
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Amit Sarda said:
- Publish this as a dashboard with a public URL.
- Use a web URL screenshot service that connects with Zapier.
- Use Zapier to push it to Slack.
I'd prefer to post a picture straight away, to have it like a dashboard view
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Amit Sarda said:
- Publish this as a dashboard with a public URL.
- Use a web URL screenshot service that connects with Zapier.
- Use Zapier to push it to Slack.
Couldn't resist a shameless plug. 😅 You can do this stuff without making your data public or Zapier with this automation:
https://www.bardeen.ai/playbooks/send-website-screenshots-in-slack
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