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How to Integrate Slack with Pipedrive

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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:

  1. Go to your Slack workspace. 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 and click 'Try out our CRM integration for Slack'.
  5. Sign in to your Pipedrive account and go to 'Apps' located on the left side of the menu. Click the 'Install' button.
  6. Select 'All users'.
  7. Click 'Next' to proceed.
  8. Click the 'Allow and Install' option to grant access to your Slack workspace.
  9. Select 'Allow'.
  10. That's it! You have successfully integrated Slack with Pipedrive.
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