Conecte Pipedrive y Slack para desbloquear el poder de la automatización
- No se requiere tarjeta de crédito
- Free para siempre para las funciones principales
- Prueba de 14días para funciones y aplicaciones premium
Configura tu primera integración
Conecte rápidamente Pipedrive a Slack con una plantilla Zapier.
Nuestra plantilla más popular
Cómo funciona Zapier
Zapier facilita la integración de Pipedrive con Slack - sin código. Vea cómo puede realizar la configuración en minutos.
Elija un trigger
Un trigger es el evento que inicia tu Zap, como un "Filter de coincidencia de actividad" de Pipedrive.
Añade tu acción
Una acción ocurre después del trigger, como "Agregar recordatorio" en Slack.
¡Estás conectado!
Zapier se conecta sin problemas Pipedrive y Slack, automatizando su flujo de trabajo.
Desencadenantes y acciones compatibles
Zapier te ayuda a crear flujos de trabajo que conectan tus aplicaciones para automatizar tareas repetitivas. Un trigger es un evento que inicia un flujo de trabajo, y una acción es un evento que realiza un Zap.
- Filtro de actividadRequerido
PruébaloDesencadenarSondear- Copiar
- FilterRequerido
- Estado del trato
PruébaloDesencadenarSondear- Nuevo cliente futurible
Se dispara cuando se crea un cliente futurible.
PruébaloDesencadenarSondear - Nueva nota
Se dispara cuando se crea una nueva nota.
PruébaloDesencadenarInstante
- Nueva actividad
Se trigger cuando se crea una nueva actividad.
PruébaloDesencadenarInstante - Nuevo Trato
Se activa cuando se crea un nuevo trato.
PruébaloDesencadenarInstante - ID de notaRequerido
PruébaloDesencadenarSondear- FilterRequerido
PruébaloDesencadenarSondear
Zapier es la plataforma de automatización elegida por el 87% de las empresas de Forbes Cloud 100 en 2023
93%
Clientes que dicen que usar Zapier los ha ayudado a mejorar en su trabajo
25m
Los clientes han creado más de 25 millones de Zaps en la plataforma
6 minutos
El usuario promedio tarda menos de 6 minutos en configurar un Zap
Formas prácticas de utilizar Pipedrive y Slack
Stay informed about deal progress in Slack
Business owners often need real-time insight into ongoing deals. For example, when a deal's stage is updated in Pipedrive, Zapier can trigger an automatic notification in a dedicated Slack channel. This keeps everyone in the loop and ensures you can quickly align business actions with sales activity.
Propietario de un negocioSlack notifications for newly created leads
When a new lead is created in Pipedrive, your marketing team can be instantly notified via Slack. Zapier ensures marketing can quickly evaluate and act on emerging opportunities. This process helps reduce lead response times, potentially improving conversion rates.
Marketing y operaciones de marketingNotify sales team in Slack about new deals
Notify your sales team as soon as a new deal is created in Pipedrive. With this Slack notification triggered by Zapier, your team can commence appropriate follow-up actions, facilitating quicker progress through the sales pipeline and ensuring every new deal gets the immediate attention it deserves.
Operaciones de ventasAprenda a automatizar Pipedrive en el blog de Zapier
Aprenda a automatizar Slack en el blog de Zapier
Frequently Asked Questions about Pipedrive + Slack integrations
¿Eres nuevo en la automatización con Zapier? No estás solo. Aquí encontrará algunas respuestas a preguntas comunes sobre cómo funciona Zapier con Pipedrive y Slack
What do I need to set up the integration between Pipedrive and Slack?
To set up the integration, you'll need active Pipedrive and Slack accounts. We'll guide you through linking these accounts with our platform and selecting specific triggers in Pipedrive that will result in actions in Slack, such as sending messages to a particular channel.
Can I send notifications to a Slack channel when a deal is closed in Pipedrive?
Yes, you can set a trigger in our integration platform that will send a notification to your selected Slack channel whenever a deal is marked as closed in Pipedrive.
Is it possible to create tasks in Pipedrive from within Slack using this integration?
Currently, our integration supports receiving updates from Pipedrive into Slack but does not support creating tasks directly in Pipedrive from messages within Slack.
How do I configure the triggers for notifications on Slack?
In our platform, you can choose from several available triggers such as new deals, contact updates or activity completions. Once you've selected your preferred trigger event type in Pipedrive, we'll handle routing those notifications over to your designated Slack workspace.
Are there any limitations on which channels I can post updates to in Slack?
You can post updates to any public channel where the bot has been invited. For private channels, ensure the bot is added to that specific channel and has the necessary permissions.
Will this integration support notifications for email activities recorded in Pipedrive?
Yes, you can set up triggers for email activities within Pipedrive so that when emails are sent or received using their system, we notify your desired Slack channels accordingly.
What sort of information from deals or contacts can be sent via this integration?
With our integration settings, you can customize what information is shared by selecting particular fields like deal titles, values, stages or contact details depending on the trigger event configured.
