Pipedrive Slack Integration: How to Connect Both Tools

In this article, you will learn:

What is Pipedrive Slack integration
The benefits of connecting Pipedrive with Slack
Four best ways to integrate Pipedrive with Slack
Tips to maximize productivity with the Pipedrive Slack integration.
Communication Features: Slack vs. ClickUp

Integrating Pipedrive with Slack can transform the way your sales and communication teams interact.

For many businesses, the challenge isn't just about managing sales effectively. It's also about ensuring seamless communication across teams. Integrating Pipedrive with Slack addresses this challenge head-on, promising a smoother workflow and enhanced productivity by bringing together two powerhouse tools.

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.

Benefits of Slack Pipedrive integration

Integrating Pipedrive with Slack brings numerous advantages to how your team works, communicates, and closes deals:

Improved communication

Integrating Pipedrive with Slack creates a dynamic communication ecosystem that keeps everyone on the same page. Sales teams can receive instant updates on deals, tasks, and meetings directly within Slack channels. This immediate access to information facilitates quicker responses and decision-making, ensuring that opportunities are never missed due to communication delays.

Streamlined sales processes

HubSpot reports that sales representatives typically dedicate about an hour each day to administrative tasks, while only two hours are spent on actual sales activities. This imbalance may be due to sales reps frequently hopping between meetings, engaging with the marketing team, or participating in various discussions.

By connecting Pipedrive CRM with Slack, your sales reps don’t have to waste time switching between tools, so the whole sales process becomes more streamlined. With the ability to trigger notifications for deal stages, tasks, and activities directly in Slack, sales teams can efficiently manage their pipelines without constantly switching between applications.

This seamless integration ensures that all team members are aware of their responsibilities and the status of ongoing deals, leading to a more organized and effective sales strategy.

Automated alerts and notifications

Automation stands at the core of this integration's benefits. Setting up customized alerts for specific triggers in Pipedrive means that your team will automatically be notified in Slack about important milestones, such as when a deal is won, a new contact is added, or a task is due. These automated notifications help maintain a high level of vigilance on sales activities, ensuring that nothing falls through the cracks.

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)

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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.

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