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Marketing automation
Marketing automation
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Send Notes from Slack to Deal/Person/Org in Pipedrive

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. 

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)

I want to create a trigger in Microsoft Power automate on activity webhook of pipe drive, Can i get any help for the same?

I want to create a trigger in Microsoft Power automate on activity webhook of pipe drive, Can i get any help for the same?