Pipeline CRM + Slack

"update Slack channel messages when deal statuses change in Pipeline CRM"

Stay up-to-date with your CRM deals right from Slack with this efficient workflow. Whenever a deal's status changes in Pipeline CRM, it promptly sends a channel message in Slack. This lets you keep an eye on deal progress without having to constantly switch between applications. Extremely useful for sales and customer relations teams, this workflow saves time and enhances productivity.

When this happens...
Deal Status Changed
Triggers when a deal in your PipelineDeals account is updated from one status to another.
TriggerInstant
automatically do this!
Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
ActionWrite

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Supported triggers and actions

- Status
- Source
- Stage
Trigger
Instant
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New Company
Triggers when a new company is created in your PipelineDeals account.
Trigger
Instant
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- Source
- Status
Trigger
Instant
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- NameRequired
- Description
- All Day?
- Association Type
- Association ID
- Start Time
- End Time
- Category
- Owner ID
Action
Write
- Name
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Description
- Created By User ID
Action
Write

- First Name
- Check for Duplicates?
- Mobile
- Last Name
- Phone
- Position
- Website
- Email
- Company
- Type
- Work Address 1
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- Home Address 1
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Status
- Source
- Summary
- Image URL
- Facebook URL
- LinkedIn URL
- Twitter Username
- User ID
Action
Write
- IdRequired
Action
Write

- IdRequired
- Expected Close Date
- Name
- Company Name
- Primary Contact ID
- Status
- Value
- Stage
- Source
- Summary
- User ID
Action
Write
- Name
- Id
Action
Search
- Email
- Full Name
- Id
- Phone Numbers
Action
Search
- NameRequired
- Primary Contact Email Address
- Id
- Expected Close Date
- Company Name
- Primary Contact ID
- Status
- Value
- Stage
- Source
- Summary
- User ID
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
Action
Search or write
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
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- ChannelRequired
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
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- Channel
- User Name
- Shared
Trigger
Instant
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- Search QueryRequired
- Optimized data
Trigger
Polling
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- Conversation ID
- Reaction
- Member ID
- Message Author ID
Trigger
Instant
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- Zap Identifier
- Access type
Trigger
Instant
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New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
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- Conversation IDRequired
Action
Write
- ChannelRequired
- UsersRequired
Action
Write
- Allowed Delete Copy
- Conversation IDRequired
- Message TS (ID)Required
- Posted By
Action
Write
- Allowed Edit Copy
- Conversation IDRequired
- Message TS (ID)Required
- Posted By
- Content Type
- Reply Broadcast
Action
Write
- 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?
Action
Write
- ChannelRequired
- TopicRequired
- Topic set by
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Remove User from Channel
This action removes a specified user from a specified channel in Slack.
Action
Write
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.
Action
Write
Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
Action
Write
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.
Action
Write
- Conversation IDRequired
Action
Search
- Conversation IDRequired
- Message ID (ts)Required
Action
Search
- Search QueryRequired
- Sort By
- Sort Direction
Action
Search
- IDRequired
- Return Raw Results?
Action
Search
- UsernameRequired
- Return Raw Results?
Action
Search

- Stage
- Status
- Source
Trigger
Instant
Try It
- Status
- Source
- Stage
Trigger
Instant
Try It
- Person ID
- Category
- Deal ID
- Company ID
- Content
- User ID
- File URL
Action
Write
- NameRequired
- Description
- All Day?
- Due Date
- Association Type
- Association ID
- Category
- Owner ID
Action
Write
- NameRequired
- Expected Close Date
- Company Name
- Primary Contact ID
- Status
- Value
- Stage
- Source
- Summary
- User ID
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
Action
Write
- Email
- Phone
Action
Write
- IdRequired
- Name
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Description
- User ID
Action
Write
- IdRequired
- First Name
- Mobile
- Last Name
- Phone
- Position
- Website
- Email
- Company
- Type
- Work Address 1
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- Home Address 1
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Status
- Source
- Summary
- Image URL
- Facebook URL
- LinkedIn URL
- Twitter Username
- User ID
Action
Write
- Name
- Primary Contact Email Address
- Id
Action
Search
- Name
- Id
- Phone
- Website
- Email
- Address 1
- Address 2
- City
- State
- Postal Code
- Country
- Description
- Created By User ID
Action
Search or write
- Email
- Full Name
- Id
- Phone Numbers
- First Name
- Check for Duplicates?
- Mobile
- Last Name
- Phone
- Position
- Website
- Company
- Type
- Work Address 1
- Work Address 2
- Work City
- Work State
- Work Postal Code
- Work Country
- Home Address 1
- Home Address 2
- Home City
- Home State
- Home Postal Code
- Home Country
- Status
- Source
- Summary
- Image URL
- Facebook URL
- LinkedIn URL
- Twitter Username
- User ID
Action
Search or write
New Channel
Triggers when a new #channel is created.
Trigger
Instant
Try It
- Include Alias
Trigger
Instant
Try It
- Username
- Highlight Word
- Trigger for Bot Messages?
- Only Public Channels?
Trigger
Instant
Try It
- ChannelRequired
Trigger
Instant
Try It
- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
Try It
New Saved Message
Triggers when you save a message.
Trigger
Instant
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- TextRequired
- Remind when?Required
- Remind who?
Action
Write
- Conversation IDRequired
- Scheduled AsRequired
- Scheduled Message IDRequired
Action
Write
- 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
Action
Write
- 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
Action
Write
- Channel NameRequired
Action
Write
- Status Copy
- Approval request messageRequired
- Send message asRequired
- Approval typeRequired
- Zap Id
- Include a link to this Zap?
- Approve button URL
- Approve button label
- Add decline button
- Add details button
- Require confirmation
Action
Write
- First Name
- Last Name
- Title
- Email
- Display Name
- User
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
Action
Write
Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
Action
Write
Create Private Channel
This action creates a private channel in Slack.
Action
Write
- Conversation IDRequired
Action
Search
- Conversation IDRequired
- Message ID (ts)Required
Action
Search
- Conversation IDRequired
- Message TS (ID)Required
Action
Search
- EmailRequired
- Return Raw Results?
Action
Search
- Full NameRequired
- Return Raw Results?
Action
Search

About Pipeline CRM

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Learn more

Related categories

Team Chat

Similar apps

Related Zap Templates

Send Slack messages for new deals on Pipeline CRM

Get Pipeline CRM alerts for updated deals in Slack

Send channel messages in Slack for new people in Pipeline CRM

Pipeline CRM + Slack

"update Slack channel messages when deal statuses change in Pipeline CRM"

Deal Status Changed

New Company

New Person

Create Event

Create Company

Create Person

Move Deal to Next Stage

Update Deal

Find Company

Find Person

Find or Create Deal

New Public Message Posted Anywhere

New Message Posted to Channel

New File

New Message From Query

New Reaction Added

New Pushed Message

New User

Archive Conversation

Invite User to Channel

Delete Message

Edit Message

Send Private Channel Message

Set Channel Topic

Set Status

Remove User from Channel

Edit Message

Find Public Channel

Delete Message

Get Conversation Members

Get Message Permalink

Find Message

Find User by ID

Find User by Username

Moved Deal

New Deal

Create Activity

Create Task

Create Deal

Find User

Update Company

Update Person

Find Deal

Find or Create Company

Find or Create Person

New Channel

New Team Custom Emoji

New Mention

New Channel Member

New Message Posted to Private Channel

New Saved Message

Add Reminder

Cancel Scheduled Message

Send Channel Message

Send Direct Message

Create Channel

Request Approval

Update Profile

API Request (Beta)

Get Message by Timestamp

Retrieve Thread Messages

Create Private Channel

Get Conversation

Get Message

Get Message Reactions

Find User by Email

Find User by Name

About Pipeline CRM

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About Slack

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