- Three routes from Pipedrive into Slack
- Route one: install Dealbot for Slack
- Route two: custom alerts with Pipedrive Automations
- Route three: the Zapier connector
- Direct messages don't go to the deal owner
- Other places Pipedrive automations can post
- My advice for a sales channel people read
- Frequently asked questions
To connect Pipedrive to Slack, install Dealbot for Slack from Pipedrive's app directory: go to Tools and apps, open the apps area, search Slack and click Install now, then authorise. Choose channels and trigger actions in its settings. Custom alerts use Pipedrive Automations, and Zapier is the connector route.
Which route should you use? There are three ways to get Pipedrive into Slack, and the right one depends on how specific you want the messages to be. Here's how they compare before we get into the steps.
Three routes from Pipedrive into Slack
| Route | What it gives you | Pick it when |
|---|---|---|
| Dealbot for Slack | Deal and contact updates posted to the channels you choose | You want the basics running fast |
| Pipedrive Automations with a Slack action | Custom messages with merge fields, to a channel or a direct message | You want alerts for specific events, and your plan includes Automations |
| Zapier | Templates for new deals, new leads and deals added to a stage | Dealbot's options are too limited and you already use Zapier |
Route one: install Dealbot for Slack
Pipedrive's Slack integration lets you share deal and contact data to create and automate Slack posts with Pipedrive actions. You need an existing Slack account to install it.
- In Pipedrive, go to Tools and apps, then the apps area, and browse the app directory.
- Search Slack, select Dealbot for Slack and click Install now.
- Go through the Slack authorization flow.
- Open the app's menu, choose Settings, and pick the Slack channels that receive updates and the actions that trigger Dealbot updates.
The same app menu offers View app info and App authorization, which lists the access permissions Slack has to your Pipedrive account. Worth a look if your IT person asks what you've connected.
Be choosy about the trigger actions. If every small edit posts to Slack, the channel fills up and people stop reading it. Pick the handful of deal events your team would want to hear about, point them at one channel, and add more only when someone asks for them. You can return to Settings at any time to change the channels or actions.
Route two: custom alerts with Pipedrive Automations
Pipedrive Automations also have Slack actions. For ready-made options, go to Automations, then Templates, then Slack. There are two existing Slack templates, one sending deal information to a channel and one sending it as a private message. After choosing one, you set the trigger, then customise it from the Created by me tab.
For your own automation, pick the Slack option in the action step. You can send a message to a channel or a direct message, and choose merge fields for the Pretext and Attachment fields, so each message carries details pulled from the deal itself. Pipedrive says the Automations feature is only available on Advanced and higher plans.
Route three: the Zapier connector
Pipedrive's own guide for the connector route uses Zapier. You need a Zapier account, a Pipedrive account and a Slack account, with Pipedrive already connected to Zapier. In Zapier you connect Slack from Apps, then Add connection, pick the new Pipedrive deals template via Try this template, choose your accounts and click Publish. Zapier also lists templates posting to Slack for new Pipedrive leads and for deals added to a stage.
Direct messages don't go to the deal owner
Here's the detail that confuses sales teams. The Pipedrive Knowledge Base explains that direct-message automations don't go to the deal owner. They go to the Slack user chosen when the integration was set up, via the Dealbot by Pipedrive channel. So if you set it up yourself and build a direct-message alert, every one of those alerts comes to you, not to the rep who owns the deal. For team-wide alerts, post to a channel instead.
Other places Pipedrive automations can post
Pipedrive's automations list Slack, Microsoft Teams, Trello and Asana among their integrations, so a team on Teams has a similar route. If you're still choosing a CRM, my HubSpot and Pipedrive comparison and my list of Pipedrive alternatives are worth a read.
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My advice for a sales channel people read
Start with Dealbot posting the deal updates your team cares about to one sales channel; it's quick and everyone sees what's moving. Add an automation only when you need a specific alert, and send it to a channel rather than a direct message so the right person sees it. Reach for Zapier last, when the native options can't do what you need.
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Frequently asked questions
What is Dealbot?
Pipedrive's Slack app, installed from its app directory. It posts deal and contact updates to Slack channels.
Do I need Zapier?
No. Zapier is optional; Dealbot and Pipedrive Automations are the native route.
Can I choose which channel gets alerts?
Yes, in the integration settings or when you pick a channel in an automation.
Are Slack automations on every plan?
Pipedrive says Automations need an Advanced or higher plan.
Who receives automation direct messages?
The Slack user selected during integration setup, not the deal owner.
