How To Integrate Slack With Pipedrive

How To Integrate Slack With Pipedrive

  1. Log in to Pipedrive: Access your Pipedrive account.
  2. Go to Settings: Click on the gear icon in the top right corner.
  3. Select Integrations: Find the Integrations option in the menu.
  4. Choose Slack: Look for Slack in the list of available integrations.
  5. Click on Connect: Follow the prompts to connect your Slack account.
  6. Authorize Access: Allow Pipedrive to access your Slack workspace.
  7. Customize Notifications: Set up which Pipedrive notifications you want in Slack.
  8. Test the Integration: Send a test message to ensure everything works.
  9. Save Settings: Confirm and save your integration settings.
  10. Start Using: Enjoy seamless communication between Pipedrive and Slack!