How to Integrate Slack with Pipedrive

Quick summary

The Slack and Pipedrive integration lets sales teams receive CRM deal updates directly inside Slack channels. Follow this step-by-step walkthrough to install the Pipedrive app in Slack and authorize access in under ten minutes.

Steps

1. Go to your Slack workspace and click the '+Add apps' button.
2. Search 'Pipedrive' in the search bar and click 'Add'.
3. Click 'Add to Slack' and follow the prompts to install the app in your Slack workspace.
4. You will be directed to the Pipedrive site — click 'Try out our CRM integration for Slack'.
5. Sign in to your Pipedrive account, go to 'Apps' in the left menu, and click the 'Install' button.
6. Select 'All users' to set the access scope for the integration.
7. Click 'Next' to proceed to the authorization step.
8. Click 'Allow and Install' to grant access to your Slack workspace.
9. Select 'Allow' to complete the OAuth authorization.
10. The Slack–Pipedrive integration is now successfully set up and ready to use.