Connect Pipedrive with Teams or Slack.
Won deals, new enquiries and stalled deals show up where your team already talks. Filtered, bundled, and one click away from the CRM.
Who knows what?
A big deal is won, and production hears about it two days later. A new enquiry sits in the CRM, but nobody looks. The team writes in Teams or Slack; the numbers are in Pipedrive.
You decide what gets announced: for example won deals above a certain value, new enquiries or deals without activity.
n8n watches Pipedrive and filters by these rules.
The message appears in the right channel, with customer, value, owner and a link to the deal.
Instead of many single messages, there can be a daily summary in the morning.
If you wish, a reply in the chat is saved as a note on the deal.
What gets transferred
The message contains these details. Which channels get which messages, we decide together.
| Pipedrive | Teams or Slack |
|---|---|
| Deal title and value | Message headline |
| Organisation | Customer |
| Owner | Mention in the chat |
| Stage | Status |
| Link to the deal | “Open in Pipedrive” button |
| Pipedrive | Teams or Slack |
|---|---|
| Note on the deal | Reply in the chat, optional |
What matters
An integration is only finished when the special cases work too. These are the typical pitfalls, and this is how we solve them.
- Not too muchA channel full of alerts gets muted. That is why messages are filtered and bundled where needed.
- The right channelsSales, production and management each get only what concerns them.
- Confidential stays in the CRMAmounts or notes can be hidden in the message.
- Teams and SlackBoth work, even in parallel, for example Slack internally and Teams with production.
FAQ
Doesn’t Pipedrive have its own Teams and Slack integration?
It does, and for simple notifications it is often enough. Your own workflow pays off if you want to filter, bundle messages, or send replies from the chat back into the CRM.
Can production get started automatically?
Yes. When a deal is won, a task or project can also be created, for example in Planner, Asana or monday.com.
What does the integration cost?
After our initial call you receive a quote at a fixed price. What makes up the cost is explained in the guide What does automation cost?.
You can take care of these too
- Schedule
- Sources
- n8n
- AI
Weekly report with AI summary
On Mondays at 7:00, the week’s figures are waiting in your inbox.
- Schedule
- Pipedrive
- AI
- Sales
Follow up automatically when a deal stalls
No enquiry gets forgotten any more.
- Form
- n8n
- Pipedrive
Website enquiries straight into the CRM
Every enquiry lands in Pipedrive as a deal straight away, with a confirmation sent.
More in Sales
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CalendlyPipedriveConnect Calendly with Pipedrive
Booked meetings appear immediately as activities in Pipedrive.
PipedriveAIConnect Pipedrive with AI: automatic follow-ups
Stalled deals with a ready-made follow-up draft.
Pipedrive is a trademark of Pipedrive OÜ, Microsoft Teams is a trademark of Microsoft Corporation and Slack is a trademark of Slack Technologies, LLC. Lumen/21 is an independent service provider and has no business relationship with the manufacturers. The time stated is a typical guideline.
