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ClickRuntime

Connect Pipedrive to Slack

Your pipeline lives in Pipedrive, but the conversation about it happens in Slack. Connect the two and new organisations, booked meetings, won deals and lead replies show up in the channel where your team already talks, with the record in Pipedrive kept up to date at the same time.
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Ideas

What you can do with Pipedrive and Slack

Deal alerts, meeting logs, lead research and follow-ups, with Pipedrive and #sales kept in step. These are ready-made starting points. Anything else you can describe works too.
The moment it happensAI

Research new Pipedrive organisations and flag the good ones

Every new organisation in Pipedrive gets a short company summary as a note, and the high-fit ones are posted to #sales.

See how it works
The moment it happens

Log booked meetings in Pipedrive and tell the team

Each time a prospect books a meeting, they're added to Pipedrive with a meeting activity and the team sees it in #sales.

See how it works
The moment it happens

Celebrate won deals in Slack and ask finance to invoice

When a Pipedrive deal is marked Won, #wins gets the deal, value and products, and finance is asked to approve the invoice.

See how it works
Every 10 minutesAI

Turn lead replies into the right Pipedrive follow-up

When a lead replies to your email, Pipedrive gets a follow-up activity that matches what they asked for, and the rep is told in Slack.

See how it works Your own logic

Any other automation you can describe in words

Your own rules, schedule and AI steps with Pipedrive and Slack, plus any other app. Describe it and your assistant builds it.

See how to build your own

Build your own

Build any Pipedrive and Slack automation you can describe

The ideas above are ready-made starting points, not a fixed list. Describe what should happen between Pipedrive and Slack in your own words, with your conditions, other apps or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.

  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

For example, ask your assistant

Post to #sales only when a deal over 20,000 moves stage, and include how many days it spent in the previous stage.

Every Monday, DM each rep their deals with no next activity scheduled, and post a count per rep to #sales-leads.

Use cases

Why people connect Pipedrive and Slack

How the two apps work together

  • Pipedrive webhooks can send deal, person or activity changes to a ClickRuntime trigger link instantly.
  • Alternatively, ClickRuntime checks Pipedrive every few minutes or on a schedule for changes.
  • Matching events are posted to a Slack channel or sent as a DM to the deal owner.

  • Won deal posts for the team

    Sales teams like seeing wins in a Slack channel. A post with deal value, organization and owner goes out when a deal is won.

  • New deal alerts for managers

    Sales managers want to see new deals as they are added. Each post includes the stage, value and expected close date.

  • Activity reminders for reps

    Reps miss overdue Pipedrive activities. A Slack DM each morning lists their overdue calls and tasks.

  • Stalled deal warnings

    Managers get a weekly Slack list of deals with no activity scheduled, grouped by rep.

More apps

Pipedrive, Slack and other apps in one automation

An automation isn't limited to two apps. Add the next step in another app and it runs as part of the same automation.

Won deals logged and posted

When a Pipedrive deal is won, add it to our Bookings Google Sheet and post it in #wins on Slack.

Lost deal follow-up

When a Pipedrive deal is lost, post the lost reason in #sales on Slack and create a Gmail draft check-in email to the contact.

Meeting reminders with deal context

Before each Google Calendar meeting with a Pipedrive person, DM me on Slack with the deal stage, value and notes.

Setup

Connect Pipedrive and Slack once

Every idea on this page uses the same two connections, so you set them up once. If one is missing, your assistant tells you and links to the right place.

Pipedrive

CRM

  1. In Pipedrive, click your avatar in the top right and open Personal preferences.
  2. Open the API tab and copy Your personal API token.
  3. In the ClickRuntime dashboard, open Connections & secrets and save the token as a secret for Pipedrive. It is sent in the x-api-token header.

Slack

Team chat

  1. At api.slack.com/apps, create a new app from scratch in your workspace.
  2. Under OAuth & Permissions, add the bot scopes the automation needs, such as chat:write, channels:read and channels:history.
  3. In the ClickRuntime dashboard, open Connections, choose Slack and enter your app's details, then install it to your workspace.
  4. In each channel the automation should use, type /invite @your-app-name.

FAQ

Questions about connecting Pipedrive and Slack

How does ClickRuntime connect to Pipedrive?
You connect your Pipedrive account once in your ClickRuntime dashboard. Automations then read and update persons, organisations, deals, notes and activities on your behalf, within what that account is allowed to do.
Which Slack channel do the alerts go to?
Whichever channel you name when you set it up, such as #sales or #wins. Different automations can post to different channels, and a private channel works if the details are sensitive.
Does it react straight away when something changes in Pipedrive?
Yes for automations that use Pipedrive's webhooks, such as a deal moving to Won or a new organisation being added. They run within seconds. Automations that check an inbox run on a schedule you choose, such as every 10 minutes.
Will it create duplicate people or activities?
No. The automations search Pipedrive by email before creating a person, and remember what they have already handled, so a retried webhook or a repeat check does not add the same record twice.
Can my sales reps get a mention instead of a channel post?
Yes. Ask your AI assistant to include the deal owner's name or to post to a rep's own channel, and the message will go there instead of, or as well as, the team channel.
Can it post to different channels by pipeline?
Yes. The script can pick the channel based on pipeline, stage or owner.
Can reps update Pipedrive from Slack?
It can, if you set up a slash command that sends to a ClickRuntime trigger link.
Does it work with custom fields?
Yes. Pipedrive custom fields can be read and shown in the Slack message.

Related pages

Keep exploring

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