Integrating Slack with Pipedrive can help streamline your sales processes by sending notifications, updates, and managing tasks directly from Slack. Here’s how to integrate Slack with Pipedrive:
- Go to your Slack workspace. Click the '+Add apps' button.
- Search 'Pipedrive' in the search bar and click 'Add'.
- Click 'Add to Slack' and follow the prompts to install the app in your Slack workspace.
- You will be directed to the Pipedrive site and click 'Try out our CRM integration for Slack'.
- Sign in to your Pipedrive account and go to 'Apps' located on the left side of the menu. Click the 'Install' button.
- Select 'All users'.
- Click 'Next' to proceed.
- Click the 'Allow and Install' option to grant access to your Slack workspace.
- Select 'Allow'.
- That's it! You have successfully integrated Slack with Pipedrive.
