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Dealbot for Slack
Dealbot for Slack
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Ian Yun
Sales & Account Manager

ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ ๊ฐ€์ด๋“œ: ์Šฌ๋ž™ ์—ฐ๋™ํ•˜๊ธฐ

์งˆ๋ฌธ: ์Šฌ๋ž™์„ ์‚ฌ์šฉํ•˜๊ณ  ์žˆ๋Š”๋ฐ, ์Šฌ๋ž™์„ ์—ฐ๋™ํ•ด์„œ ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ ์˜์—…๊ด€๋ฆฌ์— ๋Œ€ํ•œ ์•Œ๋ฆผ์„ ๋ฐ›๊ณ  ์‹ถ์–ด์š”.

๋‹ต๋ณ€: ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ์—์„œ ์ œ๊ณตํ•˜๋Š” Slack Integration์„ ์ด์šฉํ•ด ์•Œ๋ฆผ์„ค์ • ๊ตฌํ˜„์ด ๊ฐ€๋Šฅํ•ฉ๋‹ˆ๋‹ค.

์ฐธ๊ณ ์‚ฌํ•ญ:

  • ์Šฌ๋ž™ - ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ ์—ฐ๋™์€ ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ > ์Šฌ๋ž™ ์œผ๋กœ์˜ ์ผ๋ฐฉํ–ฅ ๋™๊ธฐํ™”๋งŒ ์ง€์›๋ฉ๋‹ˆ๋‹ค.
  • ์›Œํฌํ”Œ๋กœ์šฐ ์ž๋™ํ™”๋ฅผ ํ†ตํ•ด ์ข€๋” ๋‹ค์–‘ํ•œ ์ƒํ™ฉ์—์„œ ์Šฌ๋ž™ ์•Œ๋ฆผ์„ค์ •์„ ๊ตฌํ˜„ํ•˜์‹ค ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

๊ตฌํ˜„ ๋ฐฉ๋ฒ•

  • '๋„๊ตฌ ๋ฐ ํ†ตํ•ฉ' > 'Slack' ์œผ๋กœ ์ด๋™ํ•ฉ๋‹ˆ๋‹ค.
  • ์Šฌ๋ž™๊ณผ์˜ ์—ฐ๋™์„ ์œ„ํ•ด ๊ถŒํ•œ ํ—ˆ์šฉ ๋“ฑ์„ ์™„๋ฃŒํ•˜๋ฉด, ์œ„ ํ™”๋ฉด๊ณผ ๊ฐ™์ด ์Šฌ๋ž™์ด ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ์— ์—ฐ๋™๋ฉ๋‹ˆ๋‹ค.
  • ์ด์ œ ์„ค์ •๊ฐ’์„ ๋ณ€๊ฒฝํ•˜์—ฌ ์Šฌ๋ž™ ์•Œ๋ฆผ์„ ๊ตฌํ˜„ํ•˜์‹ค ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

๊ธฐ๋ณธ ์—ฐ๋™ ์‹œ ๊ตฌํ˜„ ๊ฐ€๋Šฅ ๊ธฐ๋Šฅ

  1. ๊ฑฐ๋ž˜ ์ถ”๊ฐ€ / ์„ฑ๊ณต ์‹œ ๋•Œ ํŠน์ • ๊ณต๊ฐœ์ฑ„๋„๋กœ ์Šฌ๋ž™ ๋ฉ”์‹œ์ง€ ์ „์†ก
  2. ๊ฑฐ๋ž˜์˜ ํŠน์ • ์ƒํƒœ ์—…๋ฐ์ดํŠธ ์‹œ ํŠน์ • ๊ณต๊ฐœ์ฑ„๋„๋กœ ์Šฌ๋ž™ ๋ฉ”์‹œ์ง€ ์ „์†ก

์œ„ ๊ธฐ๋Šฅ ์ด์™ธ์—๋„, ๋‹ค์–‘ํ•œ ์กฐ๊ฑด์—์„œ ์Šฌ๋ž™ ์•Œ๋ฆผ์„ ๋ฐ›๊ณ  ์‹ถ์œผ์‹œ๋‹ค๋ฉด ์›Œํฌํ”Œ๋กœ์šฐ ์ž๋™ํ™”๋ฅผ ์ด์šฉํ•˜์‹ค ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

์•„๋ž˜ ์˜ˆ์‹œ์—์„œ๋Š”, ๊ฑฐ๋ž˜ ์†Œ์œ ์ž(๊ฑฐ๋ž˜ ๋‹ด๋‹น์ž)๊ฐ€ ๋ณ€๊ฒฝ๋˜์—ˆ์„ ์‹œ ๊ณต๊ฐœ ์ฑ„๋„๋กœ ์Šฌ๋ž™ ์•Œ๋ฆผ์„ ๋ฐ›๋Š” ์ž๋™ํ™”๋ฅผ ์˜ˆ์‹œ๋กœ ๊ตฌํ˜„ํ•˜์˜€์Šต๋‹ˆ๋‹ค.

ย  < ๊ฑฐ๋ž˜ ์†Œ์œ ์ž ๋ณ€๊ฒฝ ์‹œ ์Šฌ๋ž™ ์•Œ๋ฆผ ๊ตฌํ˜„ ์˜ˆ์‹œ >ย 

  • ์›Œํฌํ”Œ๋กœ์šฐ ๊ตฌ์„ฑ๋„
  1. ํŠธ๋ฆฌ๊ฑฐ : '์—…๋ฐ์ดํŠธ๋œ ๊ฑฐ๋ž˜'
  2. ์กฐ๊ฑด : '๊ฑฐ๋ž˜ ์†Œ์œ ์ž > '๋ณ€๊ฒฝ๋จ'
  3. ์ž‘์—…(์•ก์…˜) : ์ž‘์—… > Slack > ์ฑ„๋„์— ๋ฉ”์‹œ์ง€ ์ „์†ก

์œ„์™€ ๊ฐ™์ด ์›Œํฌํ”Œ๋กœ์šฐ๋ฅผ ๊ตฌํ˜„ํ•  ๊ฒฝ์šฐ, ๊ฑฐ๋ž˜ ์†Œ์œ ์ž๊ฐ€ ๋ณ€๊ฒฝ๋˜์—ˆ์„ ๋•Œ ์Šฌ๋ž™ ๊ณต๊ฐœ์ฑ„๋„๋กœ ์•„๋ž˜์™€ ๊ฐ™์€ ๋ฉ”์‹œ์ง€๋ฅผ ๋ฐ›์„ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

์ฐธ๊ณ :ย 

์ด์™ธ์—๋„ ๊ถ๊ธˆํ•˜์‹  ์ ์€ ์–ธ์ œ๋“  ์ปค๋ฎค๋‹ˆํ‹ฐ์— ๊ธ€์„ ๋‚จ๊ฒจ ์ฃผ์„ธ์š”!
ํ•ด์‹œ์Šค๋ƒ…์€ ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ์˜ ์›ํ™œํ•œ ์ด์šฉ์„ ์œ„ํ•ด ์ตœ์„ ์„ ๋‹คํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค :)

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?

Laura Maier
Sales Operations Manager

Automation - Communication Pipeline and Stage move on Slack

Hi!ย 

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 in ID number format instead of Pipeline and Stage name.

I know this is something that I would be able to do via Zapier, but I would like to leave it here as suggestion. In this case I was looking for a quick fix automation to supervise that some changes are not being done and I wanted this to be set up in a few minutes - obviously going to Zapier and setting up there will take me longer (as I am not a pro user on Zapier (yet)).

ย 

Thanks!

Dealbot in Slack: how to enable markup/carriage returns?

Hi,

ย 

We're using Pipedrive & Slack.

I've created an automation rule that does the following:

ย 

When an Activity whose type is X has the Notes section filled in, Dealbot publishes these notes in a Slack channel.

ย 

However, these notes come with zero markup, not even carriage returns (line breaks).

ย 

Is there anything I can do for Dealbot to prettify these notes when pasting them to Slack? Thanks.