"Mentions" notifications sent to SLACK?

Rodrigo Rojas
Rodrigo Rojas Posts: 42
Second Anniversary Photogenic

Is there a way to send "mentions" in comments and receive the notifications in SLACK?

If it is not possible inside Pipedrive, what could be a walkaround using ZAPIER for example.

Comments

  • Marcelo Silva_43
    Marcelo Silva_43 Community Driver Posts: 291
    100 Comments Second Anniversary Photogenic Community Driver
    edited February 25 #2


    Rodrigo, I already did it using Integromat. It's quite simple. I can make a video to teach you, but could you contextualize me better what you wanted it to be in Slack's message, and why? So I can give you what you really need

  • Rodrigo Rojas
    Rodrigo Rojas Posts: 42
    Second Anniversary Photogenic
    edited January 18 #3


    Rodrigo, I already did it using Integromat. It's quite simple. I can make a video to teach you, but could you contextualize me better what you wanted it to be in Slack's message, and why? So I can give you what you really need

    Hi Marcelo, thanks for your help! Want I want it is a message that include the deal URL and the comment for the corresponding user that the mention is sent. Do you think this is possible to do it in ZAPIER.

    TRIGGER:

    Some user add a "mention" in note in a deal for a user

    CONDITION:

    None

    ACTION:

    There is a direct message sent in SLACK to that user (if he/she is part of SLACK) that contains the deal URL and a custom message saying "You have received a mention for the deal ______ with URL _______ that says: MESSAGE. Please respond directly in the CRM."

    Is this enough? Wait for your comments,

  • Nicholas Cron
    Nicholas Cron Posts: 5
    edited March 26 #4

    Hello - we just released an app that has this functionality built-in, not sure if you figured out another solution but you could try our app to see if it would help.   

    Here is a link to the app - https://www.pipedrive.com/en/marketplace/app/deals-for-slack/04f1cca922447c7f

    To enable this you would just toggle on our "Mentioned on a deal" option 

    Here is what that screen looks like: 

    image
  • Nicholas Cron
    Nicholas Cron Posts: 5
    edited March 26 #5

    Should have added this before...here is what a mention notification looks like in Slack. 

    You can view the deal and reply from here or go to pipedrive. 

    image