Guide

How to automatically send Slack direct messages (DMs) when there are changes in the project phases on Pipedrive

Are you tired of manually sending direct messages (DMs) whenever project phases change in Pipedrive? We hear you! It's a tedious process that requires constant monitoring of Pipedrive for phase changes and manual creation of DMs to notify team members. Not to mention, it's error-prone and time-consuming, leading to delays or missed opportunities. But what if we told you there's a better way to manage project notifications? Introducing Relay.app - the seamless integration that automates your Pipedrive notifications and triggers Slack direct messages to your team members. No more typos, missed notifications, or incorrect recipient selections. Imagine the simplicity of communication and the time-saving benefits as every change is effortlessly relayed to your team, keeping everyone in the loop without any effort. In this guide, we'll show you how to set up this integration in four easy steps. So, are you ready to bid farewell to the hassle of manual notifications and embrace the Relay.app revolution? Let's get started!
Pipedrive logoPipedrive > Slack
Trigger
Last triggered
Pipedrive logoProject phase changed
Slack logoSend DM
1

Set the Pipedrive trigger as “Project phase changed”

Add the Pipedrive trigger to initiate your playbook's actions before changing project phases.

To do this, click "Add trigger" in your playbook. Select the "Project phase changed" trigger option from the dropdown menu under Pipedrive. It will enable your playbook to identify newly changed project phases and trigger necessary actions automatically.

If you have yet to connect your Pipedrive account to Relay.app, a prompt will guide you through the connection process.

2

Add the “Send DM” step in Slack

Integrate Slack automation into your playbook to ensure that you receive timely updates about the project phase changes in Pipedrive.

Select "Add Step" and then find the "Send DM" automation for Slack. Enter all the required details, including the receiver's name, and the message body containing detailed information.

If you still need to connect your Slack account to Relay.app, you will be prompted to complete that connection. Ensure that you allow the necessary permissions for Relay.app to send direct messages through your Slack account.

3

Activate your playbook

Activating your playbook is the last step. Once you turn it on, the playbook automatically sends Slack direct messages (DMs) when there are changes in the project phases on Pipedrive without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together.

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