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Slack alerts for project completion
Hi, I wanted to know if you can implement slack bot for project completion. I know it exists for deals, but I need it for projects. Any way you can implement that?
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Stopping dealbot announcing new deals on slack
Hi, I want to stop getting slack announcements whenever I create a new deal. When the slack integration is set up it automatically creates two announcements. One for deals won and the other for new deals. I want to delete both and replace them with versions driven by PipeDrive workflows. But it appears they are hard-wired…
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파이프드라이브 가이드: 슬랙 연동하기
질문: 슬랙을 사용하고 있는데, 슬랙을 연동해서 파이프드라이브 영업관리에 대한 알림을 받고 싶어요. 답변: 파이프드라이브에서 제공하는 Slack Integration을 이용해 알림설정 구현이 가능합니다. 참고사항: * 슬랙 - 파이프드라이브 연동은 파이프드라이브 > 슬랙 으로의 일방향 동기화만 지원됩니다. * 워크플로우 자동화를 통해 좀더 다양한 상황에서 슬랙 알림설정을 구현하실 수 있습니다. 구현 방법 * '도구 및 통합' > 'Slack' 으로 이동합니다. * 슬랙과의 연동을 위해 권한 허용 등을 완료하면, 위 화면과 같이 슬랙이 파이프드라이브에 연동됩니다. * 이제…
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Issues with SlackDealBot
Hi I have issues to setup the deal bot. I made all settings, turned on all necessary things but it doesn't make notifications in the channel when I make a new deal (and actually any other notifications as well. It is silent) Do anyone has the same?
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Automation - Communication Pipeline and Stage move on Slack
Hi! I have set up an automation to watch some specific changes in deals on different pipelines (and stages). I am communicating into a Slack channel and would like to integrate the Pipeline and Stage name before and after the change has happened. The automation works fine but the Pipeline and Stages are only communicated…
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Slack Channel Messages and Automations
Hi, I am trying to update a slack channel when a deal moves along our pipeline. This works fine if I am an owner, but not if anyone else does it. And yes, I have set it to be triggered by any user. Seems like a bug to me? Nothing wrong with the automation as it works when I do it... and the other standard automations like…
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Dealbot in Slack: how to enable markup/carriage returns?
Hi, We're using Pipedrive & Slack. I've created an automation rule that does the following: When an Activity whose type is X has the Notes section filled in, Dealbot publishes these notes in a Slack channel. However, these notes come with zero markup, not even carriage returns (line breaks). Is there anything I can do for…
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internal chat between Pipedrive users inside the same account
Hi people, I think an internal chat between Pipedrive users inside the same account would be a fantastic tool to boost productivity and sales. There is a need to communicate internally on specific matters related (or not) to activities or sales process with no need to use @comments for it as the need is for instant…
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Pause dealbot for slack
I am testing out new automation in our pipedrive instance. The first part of the new automation triggers existing automation where the dealbot alerts our company with the progress of a deal. I'd like to pause the dealbot while I am working on the new automation. I started by deactivating it, but that did work, then I…
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Notification emails to external people
Hey, Looking to see if there's a way to let the wider company know when something hits a certain stage - e.g. deal won! I can only see how to send it to people who have pipedrive login accounts - am I missing something?
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Money can be tight right now - All of these apps integrate with Pipedrive and offer a free/freemium
Find all of them here: https://marketplace.pipedrive.com/collections/free?page=1&sort=trending * Dealbot for Slack * JotForm * Automate.io * Leadfeeder * Missive * Asana * QuarterOne * SendPulse * Nvoip * Fireflies.ai * Crisp * Helpwise * Involve.me * Taliscape * CaptureFast * Weekly Update * Ciara * Pointagram * MPZMail
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Automation queries
Hi all, I hope you're staying safe in these challenging times we're living in I have 2 questions for currently set up automations both related to a "Direct Message" in Slack using Dealbot action: * We're trying to @mention a group in Slack. Typing in "@group_name" does not work. We've tried some code e.g.…
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Deal bot for Slack 🤖⚡️
18/09/2019 With the Pipedrive Dealbot for Slack you can send and receive instant deal updates to and from your team. Whether you need to coordinate multiple people to help close deals or you simply want to keep everyone in the company informed about deal status, Pipedrive Dealbot will automatically handle it directly…