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
- Go to your Slack workspace and 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 — click 'Try out our CRM integration for Slack'.
- Sign in to your Pipedrive account, go to 'Apps' in the left menu, and click the 'Install' button.
- Select 'All users' to set the access scope for the integration.
- Click 'Next' to proceed to the authorization step.
- Click 'Allow and Install' to grant access to your Slack workspace.
- Select 'Allow' to complete the OAuth authorization.
- The Slack–Pipedrive integration is now successfully set up and ready to use.
