On a schedule

Post new Pipedrive contacts to Slack

Each new person is posted to Slack with their organization and owner.

Runs: On a schedule
Apps: Pipedrive
AI: Not needed
Access: read

Send this to your assistant

Create a ClickRuntime automation: every 5 minutes, post new Pipedrive persons to #sales in Slack with their name, organization and owner.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Add to ChatGPT Add to Claude

First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

Contacts enter Pipedrive from several places: a rep adding someone after a conference, a web form, an import or an integration. Yet nobody is told when a new person is added, so a hot inbound lead can sit in the list for days. The owner may be on vacation, the contact may belong to no one, and the prospect who wanted an answer quickly signs with whoever replied first.

On a schedule, persons are listed by add_time, and anyone added since the last remembered ID is posted to Slack. The newest ID is stored, so each check picks up only new contacts. People who track inbound interest or assign leads see every addition in one channel.

It helps teams that route inbound leads by hand and sales operations people who keep the contact database clean.

What you get out of it

Fast response to inbound contacts
When a new contact appears in Slack, someone can reach out within the hour. Speed to first reply is one of the strongest predictors of winning a lead. That speed is often the difference between winning and losing an inbound lead.
Unowned contacts get claimed
A contact added without an owner would otherwise be forgotten. Seeing it in a channel lets a manager assign it right away, before it goes cold. Assigning an owner on the spot keeps leads from falling between members of a busy team. Nothing sits waiting for someone to notice.
Catch bad data early
Duplicates, missing emails and odd names are easy to spot when each addition is visible. Cleaning up in the moment is easier than a large cleanup later. A small data fix right away prevents the slow decay of a CRM full of half-complete records. Clean data helps every report built on top of it.
Know where leads come from
A flow of new people shows which events and forms are working. When contacts from a webinar appear in bunches, the team can see its value directly. Marketing and sales can both see which activities fill the database, which makes planning the next event or campaign more grounded.
Only new people are posted
Each person appears once because the last ID is remembered. Edits to existing contacts do not cause repeats, so the channel stays readable. A readable channel keeps people paying attention, so a genuinely interesting contact is noticed immediately rather than buried.

How it works

What happens, step by step

Every five minutes, ClickRuntime checks Pipedrive for newly added people.
Each new person is posted to your Slack channel with their organization and owner.
It remembers the last person it posted, so each one appears only once.

Before it runs live

Connect Pipedrive

What you get

RunsOn a schedule

Post new Pipedrive contacts to Slacktoday, 9:00Succeeded

Slack · #salesNew person: Dana Ruiz · Northwind · owner Alex Kim

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. 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.

Changes you can ask for

Act only on the items that match your own rules, and skip the rest
Add an AI step, for example to summarize, sort or draft a reply
Add another app, for example also send it to Slack
Combine it with other Pipedrive steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.

new_person_alert.pyexample

from clickruntime import on_trigger, credentials, http, state, notify, report_fetched

API = "https://api.pipedrive.com"

@on_trigger
def run(event):
    headers = {"Authorization": f"Bearer {credentials.connection('pipedrive', 'work')}"}
    people = http.get(f"{API}/api/v2/persons", headers=headers, params={
        "sort_by": "add_time", "sort_direction": "desc", "limit": 50}).json()["data"]
    last_id = state.get("last_id")
    new = [p for p in people if last_id is not None and p["id"] > last_id]
    report_fetched(len(new))
    if people:
        state.set("last_id", max(p["id"] for p in people))
    if not new:
        return {"posted": 0}
    users = {u["id"]: u["name"] for u in http.get(f"{API}/v1/users", headers=headers).json()["data"]}
    for p in reversed(new):
        org = http.get(f"{API}/api/v2/organizations/{p['org_id']}", headers=headers).json()["data"]["name"] if p.get("org_id") else "no organization"
        notify.slack(f"New person: {p['name']} · {org} · owner {users.get(p['owner_id'], 'unknown')}", channel="#sales")
    return {"posted": len(new)}

FAQ

Common questions

Does it post people added by imports?

Yes, anyone added to Pipedrive is picked up, including by imports, which can post many at once. If you do large imports, you may want to pause the alert or limit the number posted. Importing hundreds of rows will post hundreds of messages.

How often does it check?

It runs on the schedule you choose, such as every ten minutes or hourly. More frequent checks mean faster alerts, while longer intervals produce fewer, larger batches. Tell your AI assistant to switch it to every five minutes if inbound speed matters most to you.

Can I see which form or source the person came from?

If the source is stored in a Pipedrive field, it can be added to the message. Tell your AI assistant which field to show and approve the revised wording. Without a source field, you could still add one to your contact form and map it into Pipedrive.

What permissions does it need?

read. Nothing else in your accounts is used.

Does it need AI?

No. It runs without AI, so it doesn't use your plan's AI allowance.

How many runs does it use?

One run each time it checks. Checks that find nothing new and stop right away aren't counted.

Can I change how it works?

Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

Every 5 minutes