How to integrate Pipedrive to Slack using Appy Pie Automate?

How to integrate Pipedrive to Slack using Appy Pie Automate?

1. Start by creating an account on Appy Pie Automate. Once logged in, click on ‘Create Connect’ to begin setting up your automation.

2. Select Pipedrive as a Trigger app.

3. Select New Person as a trigger event and click Continue.

 

4.Click Add an Account to add your account to Pipedrive.

 

5. Login to your Pipedrive account or create a new account.

 

 

6. Once your account is connected, click the 'Continue' button to run a test and view the retrieved record.

 

7. A “Run Test is Successful” message will appear. Click Continue to proceed to the Action application.

 

 

8. Select Slack as your action app.

 

9. Select Send Channel Message as the action event and click Continue.

 

 

10. Click Add an Account to connect your Slack account.

 

 

11. Once your account is connected, click the 'Continue' button.

 

 

12. Map the required details of the Set Up part and click Continue & Run Test.

 

 

13.  A “Run Test is Successful” message will appear. Click Activate Connect to activate it.

 

14. Following is the use case output of the above Connect. Here, creating a new person in Pipedrive triggers an action of sending a channel message in Slack.

A new person named "Supriya Rani” and her details are created in Pipedrive.

Now this will help an action to take place through automation in Slack via a channel mentioned there.