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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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Liked by Felicity Nolen and 1 other

Answer

Sales ProcessesSales StrategyMarketing automation

Answered 10 days ago

Voted for Yes,

Yes... Pipedrive's scheduling tool is "OK" but does not meet the needs of many of us - we use Calendly for all scheduling, not Pipedrive and would love to use Pipedrive.

What is missing:

Automated email (and potentially SMS) reminders. More than one. E.g. right after scheduling, 1 day before and 15 minutes before.
Add to calendar links to be available after the scheduling and also we should be able to add the "Add to Calendar" links to our reminder emails.
Customized reminders (where we add our own text, Add to calender link, next steps and links/buttons to send the... (More)

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