What is Pipedrive Slack integration?
The Pipedrive CRM and Slack integration connects sales management with team communication, allowing automated updates from Pipedrive to flow directly into Slack channels or messages.
Integrating both tools helps your team become more productive by centralizing notifications about deals, tasks, and progress within Slack, eliminating the need to switch between applications. It streamlines team communication and ensures that crucial sales information is promptly shared, keeping everyone informed and aligned.
In short, with the Pipedrive Slack integration, you can get notifications on:
Deals added
Deals won and lost
Personal deal updates
Deal, personal, and organization search.
4 methods you can integrate Pipedrive CRM with Slack
When it comes to connecting Pipedrive with Slack, there are four main ways:
Pipedrive’s CRM integration for Slack
Pipedrive’s app for Slack
Custom APIs
Thena’s webhooks
Let’s walk through each option in more detail.
Pipedrive’s CRM integration for Slack
Pipedrive offers an easy way to integrate its dashboard with Slack. Here’s how:
Step 1: Navigate to the “Automations” tab within your Pipedrive dashboard.
Step 2: Use the search bar to find the Slack integration.
Step 3: Select whichever integration you’re after—Dealbot for Slack or Deals+ for Slack.
Step 4: Install the integration.
Step 5: Grant the necessary permissions for Pipedrive to access your Slack workspace.
Step 6: Configure notifications, and you’re all set.
Dealbot by Pipedrive (app for Slack)
For users who prefer starting the integration process from the Slack side or seek an alternative method to connect Pipedrive with Slack, exploring the Slack App Directory offers a direct and efficient path. Here’s how to initiate the integration directly from Slack:
Step 1: Open Slack and access the Slack App Directory.
Step 2: In the Slack App Directory, use the search bar to find the Pipedrive integration.
Step 3: Find the Dealbot by Pipedrive app from the search results and click on it to view more details.
Step 4: Click on the “Add to Slack” button to install it.
Step 5: You’ll be prompted to authorize the app to access your Slack workspace. Review the permissions and click “Allow.”
Step 6: Configure the integration settings such as selecting which notifications to push to Slack and mapping them to specific channels.
That’s it. Your integration is good to go.
Custom APIs
Custom APIs are another option available to you. However, for custom integrations, you’ll need to engage or hire a developer to help you out, as it requires some programming knowledge.
This type of integration offers more flexibility as you can build it as you like. That said, the costly maintenance and technical expertise required could prevent most businesses from going this route.
Thena’s webhooks
Thena is a B2B customer engagement solution that integrates directly with Slack, offering businesses the ability to deliver omnichannel support across Slack, email, and web platforms. It includes an internal help desk, analytics for customer service, marketing automation features, and integrations with popular CRM systems.
Thena also allows you to integrate your Pipedrive CRM dashboard with Slack through webhooks. Slack and Pipedrive integration through webhooks can be programmed to notify about specific events of interest within Pipedrive, such as when a deal reaches a certain stage or when a new contact is added.
By setting up a webhook with specific triggers in Pipedrive, tailored notifications are sent directly to a designated Slack channel, ensuring that team members receive updates on precisely the events that matter most to them, without being overwhelmed by irrelevant information.
Learn more about Thena’s webhooks here.
Tips for making the most of the integration
Once your integration is up and running, make sure you make it work for your business as you want it to work. For that, follow these tips:
Customize your notifications: Adjust your Slack notification settings to filter out unnecessary information, ensuring you only receive updates pertinent to your responsibilities or your team's goals. Tailor these alerts to the needs of your position—for instance, while sales representatives might prioritize alerts about newly assigned deals, managers are likely more interested in tracking the broader progress of sales activities.
Integrate with Slack channels: Integrate Pipedrive with specific Slack channels dedicated to sales, customer success, or other relevant departments. This ensures that the right teams have access to the right information at the right time.
Feedback loop: Create a feedback loop using Slack where sales reps can quickly report back on their conversations and meetings. This information can then be easily added to Pipedrive, ensuring that customer interactions are accurately recorded and actionable insights are derived.
Communication Features: Slack vs. Pipedrive (with Thena.ai Integration)
Feature | Slack | Pipedrive | Thena.ai Integration Benefits |
|---|---|---|---|
Primary Focus | Real-time team communication & collaboration | Sales pipeline management, deal tracking, and team organization | Complements B2B sales by enabling real-time communication and knowledge sharing around leads and deals. |
Communication Style | Informal, conversational, fast-paced | Can be formal or informal, often deal-specific and task-oriented | Facilitates contextual communication and knowledge sharing around leads, deals, and customer interactions. |
Communication Format | Primarily text messages, voice calls & video conferencing | Deal notes, activity updates, mentions, file sharing | Enables threaded discussions and information capture within relevant Pipedrive deals and activities. |
Collaboration Features | Shared channels, threaded messages, file sharing, real-time mentions | Shared pipelines, deal collaboration features, mentions, activity streams | Strengthens team collaboration and information sharing around sales opportunities. |
Integrations | Integrates with numerous external tools and services | Integrates with various sales and marketing tools, but focus leans towards CRM functionalities | Bridges the communication gap between Slack and Pipedrive, potentially creating a unified platform for sales communication and pipeline management. |
Search Functionality | Powerful search for messages, channels, and users | Robust search within deals, activities, and notes | Enables efficient search for relevant customer information, past interactions, and sales team activity. |
Cost | Free tier with limited features, paid plans for additional features and users | Free trial, paid plans based on features and team size | Thena.ai may reduce costs through improved communication, collaboration, and deal cycle efficiency. |
Mobile App | Available with full functionality | Available with full functionality | Enables on-the-go access to communication and pipeline management. |
Learning Curve | Relatively easy to learn and use | Steeper learning curve for advanced sales pipelines and functionalities | Thena.ai simplifies communication and information sharing within Pipedrive for B2B sales teams, potentially reducing the learning curve. |
Suitable for: | General team communication, project discussions, quick updates | Sales pipeline management, deal tracking, task management, and team collaboration | B2B sales, especially for real-time communication, knowledge sharing, and collaboration around sales opportunities. |
Wrapping up
Bringing Pipedrive and Slack together isn't just a matter of clicking a few buttons—it's about unlocking a whole new level of efficiency for your team. We've walked through the why and how of connecting these platforms, and armed you with strategies to make the most of this powerful duo.
That said, don’t just settle for linking Pipedrive with Slack—consider adding Thena. Thena can seriously upgrade your Slack experience by turning it into a powerful customer service platform.
With Thena’s conversational ticketing, customer questions and requests are seamlessly transformed into support tickets for your team to address. You also get valuable customer service insights and the ability to launch marketing campaigns directly through Slack using our customer templates, among other things!
Book a free demo to explore all of Thena’s capabilities.
