Pipedrive + Slack
Filter matched persons in Pipedrive and send channel messages in Slack
This workflow is designed for when a Person Matching Filter event occurs within Pipedrive. It responds by executing the Send Channel Message feature in Slack. It enhances communication, ensuring prompt updates are shared in your Slack channel whenever matching records are detected in Pipedrive. This automation offers an effective way to keep your team informed and up-to-date.
This workflow is designed for when a Person Matching Filter event occurs within Pipedrive. It responds by executing the Send Channel Message feature in Slack. It enhances communication, ensuring prompt updates are shared in your Slack channel whenever matching records are detected in Pipedrive. This automation offers an effective way to keep your team informed and up-to-date.
- When this happens...
Person Matching FilterTriggers when a person newly matches a Pipedrive filter for the first time.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Send Channel MessageTriggers when a new message is posted to a specific #channel you choose.
ActionWriteCreate a new record or update an existing record in your app.
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New Lead
Triggers when a lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Person
Triggers when an existing person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Filter ID
Status
Board ID
Phase ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFilter By
Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IdRequired
Product Variation IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
Choose where to add the followerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal
Pin note to deal
Person
Pin note to person
Organization
Project
Pin note to organization
Lead
Pin note to lead
Pin note to project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Emails
Phones
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Remove All Existing Labels?
Labels to Remove
Labels to Add
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
DealRequired
Title
Status
Stage
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
ProductRequired
Product Name
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Title
Project
Description
Done
Due Date
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Search Type
Assigned To
Filter
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search By
Term to search forRequired
Search type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Product(s)
Finds a product or products by name, ID, or product code (with line item support).
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch By
Search TermRequired
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search By
Term to search forRequired
Search type
TitleRequired
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
TitleRequired
Person
Organization
Owner
Note
Pin note to lead
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Name
Emails
Phones
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTrigger for Bot Messages?
Optimized data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
Trigger for Bot Messages?
Optimized data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Channel
User Name
Shared
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Search QueryRequired
Optimized data
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planZap Identifier
Access type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Saved Message
Triggers when you save a message.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TextRequired
Remind when?Required
Remind who?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
Add Zapier app to channel automatically?
Message TextRequired
Send as a bot?
Bot Name
Bot Icon
Include a link to this Zap?
Attach Image by URL
Auto-Expand Links?
Link Usernames and Channel Names?
Schedule At
File
Thread
Send Channel Message?
Zap Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Channel NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Status Copy
Approval request messageRequired
ChannelRequired
Parent message
Bot name
Bot icon
Approvers
Mention approvers
Zap Id
Include a link to this Zap?
Approve button URL
Approve button label
Add decline button
Add details button
Require confirmation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Title
Email
Display Name
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove User from Channel
This action removes a specified user from a specified channel in Slack.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Private Channel
This action creates a private channel in Slack.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Edit Message
This action updates a specific message sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search QueryRequired
Sort By
Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your appIDRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your appUsernameRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
Discount DescriptionRequired
Discount AmountRequired
Discount TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Add Multiple Products?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subject
Owner
Organization
Deal
Lead
Project
Mark as done
Type
Use combined date and time field?
Duration
Is Busy?
Note
Public description
Primary Participant
Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File NameRequired
Deal
Person
Organization
Product
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Organization
Owner
Note
Pin note to lead
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ProjectRequired
Description
Done
Due Date
Assignee
Parent Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Subject
Owner
Organization
Deal
Lead
Project
Mark as done
Type
Use combined date and time field?
Duration
Is Busy?
Note
Public description
Primary Participant
Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
PersonRequired
Name
Emails
Phones
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Title
Project Board
Project Phase
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch termRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TermRequired
Exact Match?
Assignee
Project
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Search Type
Owner
Filter
Mark as done
Organization
Deal
Lead
Project
Type
Use combined date and time field?
Duration
Is Busy?
Note
Public description
Primary Participant
Participants
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
TitleRequired
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch termRequired
Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Channel
Triggers when a new #channel is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Username
Highlight Word
Trigger for Bot Messages?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
Trigger for Bot Messages?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New User
Triggers when a new Slack user is created / first joins your org.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
UsersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send Multi Message
Message TextRequired
Send as a bot?
Include a link to this Zap?
Attach Image by URL
Auto-Expand Links?
Link Usernames and Channel Names?
Schedule At
Zap Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
Add Zapier app to channel automatically?
Message TextRequired
Send as a bot?
Bot Name
Bot Icon
Include a link to this Zap?
Attach Image by URL
Auto-Expand Links?
Link Usernames and Channel Names?
Schedule At
Zap Id
File
Thread
Send Channel Message?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
TopicRequired
Topic set by
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Status Text
Status Emoji
Expiration Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your appFull NameRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Pipedrive
Related categories
About Slack
Related categories
Related Zap Templates
- Send Slack messages for new Pipedrive deals
- Post messages to Slack channels when new deals are added to a stage on Pipedrive
- Send Slack channel messages for new updated deals stages in Pipedrive
- Send Slack messages for new Pipedrive leads
- Create Pipedrive deals from new Slack channel messages
- Create Slack channels for new Pipedrive deals
- Post channel messages in Slack when new activities match Pipedrive filters
- Update Pipedrive deals when new Slack channel messages are posted
- Send Slack channel messages with new updated Pipedrive deals
- Send Slack channel messages for new Pipedrive notes
- Create Pipedrive notes when new Slack channel messages are posted
- Send Pipedrive new deals as direct messages in Slack
- Get Slack direct messages for new Pipedrive stages
- Get Slack direct messages for new Pipedrive deals
- Send private channel messages in Slack when new deals match Pipedrive filters
- Create Slack channels for updated Pipedrive deal stages automatically
- Filter Pipedrive organizations and send private Slack channel messages
- Filter and notify: send Slack channel messages for new matching organizations in Pipedrive
- Create Pipedrive notes from new Slack private channel messages
- Add notes in Pipedrive when new reactions are added in Slack
- Create Pipedrive deals for new Slack reactions added
- Create Pipedrive notes for new Slack pushed messages
- Create Pipedrive activities for new Slack channel messages
- Create Pipedrive activities from new Slack reactions
- Create Pipedrive activities from new Slack pushed messages
- Create new Pipedrive deals from new Slack pushed messages
- Send Slack channel messages for new Pipedrive activities
- Send Slack direct messages for updated Pipedrive deals
- Create Slack private channel messages for new Pipedrive notes
- Send channel messages in Slack for newly matched persons in Pipedrive
- Send Slack messages for updated deal stages in Pipedrive
- Notify about new Pipedrive leads by sending private channel messages in Slack
- Create new Pipedrive deals from new private Slack messages
- Create channels in Slack for every new deal matching filter executed in Pipedrive
- Send direct messages in Slack for new activity matching filters in Pipedrive
- Send private channel messages in Slack for matching persons in Pipedrive
- Create reminders in Slack for every new activity in Pipedrive
- Send private channel messages in Slack when new activity matching filters occur in Pipedrive
- Send direct messages in Slack for new activities in Pipedrive
- Send private channel messages in Slack for new people in Pipedrive
- Create Slack reminders for every new deal matching filter in Pipedrive
- Notify Slack channel with messages for every new person added on Pipedrive
- Send channel messages in Slack for new persons in Pipedrive
- Send Slack channel messages when persons are updated in Pipedrive
- Create Slack channels for updated Pipedrive deals
- Send a private message in Slack for new Pipedrive deals
- Send Slack messages for new Pipedrive organizations
- Send channel messages in Slack for updated organizations in Pipedrive
- Add reminders in Slack for updated deal stages in Pipedrive
- Send direct messages in Slack for new persons in Pipedrive
- Create Slack reminders for new Pipedrive deal matching filters
- Send channel messages in Slack for new notes in Pipedrive
- Send channel messages in Slack when deal stages are updated in Pipedrive
- Notify new Pipedrive leads by sending channel messages in Slack
- Send channel messages in Slack for new projects in Pipedrive
- Send direct messages in Slack for matched persons in Pipedrive
- When Pipedrive deals change, send account owner email and message in a Slack channel
Related Zap Templates
- Send Slack messages for new Pipedrive deals
- Send Slack messages for new Pipedrive leads
- Post channel messages in Slack when new activities match Pipedrive filters
- Send Slack channel messages for new Pipedrive notes
- Get Slack direct messages for new Pipedrive stages
- Create Slack channels for updated Pipedrive deal stages automatically
- Create Pipedrive notes from new Slack private channel messages
- Create Pipedrive notes for new Slack pushed messages
- Create Pipedrive activities from new Slack pushed messages
- Send Slack direct messages for updated Pipedrive deals
- Send Slack messages for updated deal stages in Pipedrive
- Create channels in Slack for every new deal matching filter executed in Pipedrive
- Create reminders in Slack for every new activity in Pipedrive
- Send private channel messages in Slack for new people in Pipedrive
- Send channel messages in Slack for new persons in Pipedrive
- Send a private message in Slack for new Pipedrive deals
- Add reminders in Slack for updated deal stages in Pipedrive
- Send channel messages in Slack for new notes in Pipedrive
- Send channel messages in Slack for new projects in Pipedrive
- Post messages to Slack channels when new deals are added to a stage on Pipedrive
- Create Pipedrive deals from new Slack channel messages
- Update Pipedrive deals when new Slack channel messages are posted
- Create Pipedrive notes when new Slack channel messages are posted
- Get Slack direct messages for new Pipedrive deals
- Filter Pipedrive organizations and send private Slack channel messages
- Add notes in Pipedrive when new reactions are added in Slack
- Create Pipedrive activities for new Slack channel messages
- Create new Pipedrive deals from new Slack pushed messages
- Create Slack private channel messages for new Pipedrive notes
- Notify about new Pipedrive leads by sending private channel messages in Slack
- Send direct messages in Slack for new activity matching filters in Pipedrive
- Send private channel messages in Slack when new activity matching filters occur in Pipedrive
- Create Slack reminders for every new deal matching filter in Pipedrive
- Send Slack channel messages when persons are updated in Pipedrive
- Send Slack messages for new Pipedrive organizations
- Send direct messages in Slack for new persons in Pipedrive
- Send channel messages in Slack when deal stages are updated in Pipedrive
- Send direct messages in Slack for matched persons in Pipedrive
- Send Slack channel messages for new updated deals stages in Pipedrive
- Create Slack channels for new Pipedrive deals
- Send Slack channel messages with new updated Pipedrive deals
- Send Pipedrive new deals as direct messages in Slack
- Send private channel messages in Slack when new deals match Pipedrive filters
- Filter and notify: send Slack channel messages for new matching organizations in Pipedrive
- Create Pipedrive deals for new Slack reactions added
- Create Pipedrive activities from new Slack reactions
- Send Slack channel messages for new Pipedrive activities
- Send channel messages in Slack for newly matched persons in Pipedrive
- Create new Pipedrive deals from new private Slack messages
- Send private channel messages in Slack for matching persons in Pipedrive
- Send direct messages in Slack for new activities in Pipedrive
- Notify Slack channel with messages for every new person added on Pipedrive
- Create Slack channels for updated Pipedrive deals
- Send channel messages in Slack for updated organizations in Pipedrive
- Create Slack reminders for new Pipedrive deal matching filters
- Notify new Pipedrive leads by sending channel messages in Slack
- When Pipedrive deals change, send account owner email and message in a Slack channel