How to push a Pipedrive insights chart to a Slack channel

Björn Kolbmüller

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. 

Amit Sarda (AmitSarda.xyz)

1. Publish this as a dashboard with a public URL.
2. Use a web URL  screenshot service that connects with Zapier.
3. Use Zapier to push it to Slack.

Renat Gabitov

Hey Bjorn. 

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: 

https://www.loom.com/share/897311a78bc540c59a87cea18d42c929

You can see more here, if you wanna set up a simialr workflow: 
https://www.bardeen.ai/playbooks/send-website-screenshots-in-slack

Cheers. 

Amit Sarda (AmitSarda.xyz)

Renat Gabitov said:

Hey Bjorn. 

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: 

https://www.loom.com/share/897311a78bc540c59a87cea18d42c929

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.

Björn Kolbmüller

Renat Gabitov said:

Hey Bjorn. 

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: 

https://www.loom.com/share/897311a78bc540c59a87cea18d42c929

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

Björn Kolbmüller

Amit Sarda said:

1. Publish this as a dashboard with a public URL.
2. Use a web URL  screenshot service that connects with Zapier.
3. Use Zapier to push it to Slack.

thank you it works!

Boris Tsibelman

You can take a screenshot, and then share it in Slack

Björn Kolbmüller

Boris Tsibelman said:

You can take a screenshot, and then share it in Slack

Is that how AxisConsulting.io does it?

Victor Vuillier

Amit Sarda said:

1. Publish this as a dashboard with a public URL.
2. Use a web URL  screenshot service that connects with Zapier.
3. 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 channel  

Renat Gabitov

Renat Gabitov said:

Hey Bjorn. 

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: 

https://www.loom.com/share/897311a78bc540c59a87cea18d42c929

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.

Björn Kolbmüller

Amit Sarda said:

1. Publish this as a dashboard with a public URL.
2. Use a web URL  screenshot service that connects with Zapier.
3. Use Zapier to push it to Slack.

I'd prefer to post a picture straight away, to have it like a dashboard view

Renat Gabitov

Amit Sarda said:

1. Publish this as a dashboard with a public URL.
2. Use a web URL  screenshot service that connects with Zapier.
3. 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