An automated workflow using pipedream
Connects Pipedrive + Slack
Send a Direct Message with Slack API on New Person from Pipedrive API
About this workflow template
This automation scenario allows you to connect Pipedrive and Slack
It can be build using Pipedream, a no-code workflow automation tool. Pipedream allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Pipedrive and Slack can also be integrated using automation tools other than pipedream:
How it works?
When this trigger fires in Pipedrive
New Person in Pipedrive
Then this action happens in Slack
Send a Direct Message in Slack
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send a Direct Message with Slack API on New Person from Pipedrive API.
Part I
Configure Applications
First, we need to connect Pipedrive and Slack to Pipedream.
Create Pipedream account.
Create Pipedream account if you don't have one.
Connect Pipedrive to Pipedream.
Give Pipedream access to your Pipedrive account, using Pipedrive credentials.
Connect Slack to Pipedream.
Give Pipedream access to your Slack account, using Slack credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Pipedream.
Set up a Trigger action for Pipedrive
Choose the following trigger: New Person (null).
Then set up an Action for Slack
Choose this action: Send a Direct Message (null).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Pipedrive and Slack.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send a Direct Message with Slack API on New Person from Pipedrive API!
Related Automation Templates
Supported triggers and actions
New message in channels (instant)
New message in channels (instant)
triggerbypipedreamNew message posted to channel
Triggers when a new message is posted to a specific #channel you choose.
triggerbyzapierNew saved message
Triggers when you save a message.
triggerbyzapierNew pushed message
Triggers when you click the "Push to Zapier" button from a message in Slack.
triggerbyzapierNew user
Triggers when a new Slack user is created / first joins your org.
triggerbyzapierpabbly-connectNew mention
Triggers when a username or highlight word is mentioned in a public #channel.
triggerbyzapier
Create deal
Creates a new deal.
actionbyzapierintegratelypabbly-connectiftttCreate person
Creates a new person.
actionbyzapierpabbly-connectCreate activity
Creates a new activity.
actionbyzapierintegratelypabbly-connectiftttCreate lead
Creates a new lead.
actionbyzapierintegratelypabbly-connectUpdate deal
Updates an existing deal.
actionbyzapierautomateiointegratelypabbly-connectpipedreamCreate a person
Creates a person.
actionbyintegromat
Apps you need
Pipedrive alternatives
Slack is the go-to platform for modern teams seeking seamless communication and collaboration. With everything in one easily searchable place, including channels, integrations, and tools, Slack keeps your team aligned and productive.
Pipedream
A low code integration platform for developers that allows you to connect APIs quickly
Pipedream is a low code integration platform for developers, which helps to connect APIs fast.
