Pipedrive and Slack, ready to switch on

New deals, the stage changes you name and every win land in the Slack channel you choose with the amount and the owner, and overdue activities go out as one morning message. You paste two keys in your account and we switch it on for you.

Ask us to connect it Mine is a bit different

No setup fee, cancel any month, and a person on live chat if a key doesn't work.

More with these apps: all Pipedrive integrations · all Slack integrations

What moves, and when

The details you would normally get after a sales call. Here they are up front.

What	Direction	When	Rule
New deal	Pipedrive to Slack	Within seconds	Title, organisation, value and owner, in the channel you choose
Stage change	Pipedrive to Slack	Within seconds	The stages you name, in that deal's thread, so the channel keeps one story per deal
Lost, with the reason	Pipedrive to Slack	Within seconds	The reason your team picked from the list, which is the part worth reading later
Overdue activities	Pipedrive to Slack	Weekday mornings at 08:30	A direct message to each owner holding only their own list
Deals going quiet	Pipedrive to Slack	Monday mornings	The ones Pipedrive marks as rotting, in time for the pipeline meeting rather than after it

How to set up Pipedrive and Slack

A few minutes of your time, then it's ours.

Choose Pipedrive and Slack

Press Connect. This pair is already selected on the checkout page at $39 a month, and there's nothing else to pick.
Pay and open your account

Card or invoice, about two minutes. The account opens with this integration waiting for its two keys.
3
Paste the Pipedrive API token and the Slack bot token
- Pipedrive API token: in Pipedrive open your profile picture, then Personal preferences, then API. Full Pipedrive guide
- Slack bot token: open api.slack.com/apps and create an app from scratch in your workspace. Full Slack guide
Each screen carries the full guide with the exact menu names, about seven minutes for both.
We check both keys

Each key is checked against Pipedrive's and Slack's own API the moment you paste it. If one doesn't pass, the screen says what to fix, and a person joins the chat if that isn't enough.
Move one test deal, then we switch it on

A minute or two. Change the stage of a test deal in Pipedrive and watch the post arrive in Slack. From then on we watch it for you. A person checks the setup and switches it on, within a working day.

When Pipedrive or Slack changes its API, we fix it within a working day. You don't get a ticket to solve.

$39a month

Everything in the table above, with monitoring on.
Fixes when either app changes its API.
A person on live chat, weekdays 10:00 to 19:00 EET.
Custom logic beyond the table is priced separately.

Ask us to connect it

What it will cost once you can switch it on yourself. While we're in beta we connect it by hand and don't charge for it.

Ways to connect Pipedrive and Slack

Two ways people connect these two, and what each one asks of you.

Zapier or MakeDovetly

Who sets it upYou, one step at a time in the scenario editorAlready built. You paste two keys and we switch it on.

Who fixes it when it breaksYou: the scenario is yours, so the fix is tooWe do, within a working day, and we watch it

What you need to knowTriggers, actions, filters and how the fields of Pipedrive and Slack mapWhere the two keys are. The guide shows it.

PriceSet by the builder's plan, counted in tasks or operations$39 a month, flat, whatever the volume

Before you decide

Which way does it run?

Into the chat. Pipedrive stays the place where work is done, Slack is where the team sees it happen. Editing a deal from a message is a different job; tell us what you want and we price it.

Will it fill the channel?

You pick the stages and the pipeline that matter, and that is all that gets posted. Most teams start with new deals and wins, then add more once they see the volume.

Do the overdue reminders go to the whole channel?

No, to each owner directly, listing only what is theirs. A public list of who is behind makes people close activities rather than do them.

Can we post from more than one pipeline?

Yes, and it's usually worth it. Point each pipeline at its own channel while connecting, because a channel carrying new business and renewals together gets muted by the people who only follow one of them.

What happens when a deal is reopened?

It posts again in its own thread, marked as reopened, so the channel sees the second chance without a second thread appearing.

Anything to know about Pipedrive?

The API token belongs to your user, so deals and notes appear under your name unless you make a dedicated user for the integration.

Anything to know about Slack?

The bot has to be invited to a channel before it can post there; that's one command in Slack.

What if mine is a bit different?

Tell us what should go where in plain words. Small changes to the rules above are usually free; bigger ones we price within a working day and build into the same account.