Meet the Pipedrive Dealbot for Slack

Pipedrive Slack Dealbot

The old adage goes: Sales success starts with clear communication. We often fall into the trap of believing that this relates only to the relationship we have with customers, forgetting that clear lines between teams, be that sales teams or the ones that support sales, saves time and effort while hugely increasing productivity.

The ability to share information, sales status, deal volumes and the like is key to running a successful sales team, one that is organized and pulling in a single direction.

Traditionally this has been the realm of the scheduled status meeting. Salespeople would get together with support teams and colleagues to share deal progress, announce new deals and plan next steps, and then rely on memory or, at best, documented minutes of the meeting. The problem is that the information shared in these meetings would often be out of date mere hours after the sync. These meetings also take away precious selling time and rely on all members of the team to organize their schedules around a huddle which is particularly difficult when coworkers are spread over countries and across time zones.

This is where Pipedrive’s new integration with Slack comes into the conversation. For those unfamiliar with Slack, where have you been? It’s the market leading communication application built specifically for teams. It allows you to create channels around specific topics, add a set list of participants to each channel and then communicate via text or voice instantly. We use it at Pipedrive and will accept no substitutes.

The best in sales meets the best in communication

We call our Slack integration the Dealbot: a bot that provides real-time updates on accounts to provide visibility and context. Let’s say you create a channel inside Slack called “New Deals”. You invite your entire sales team to join the channel and then link that channel to Pipedrive's DealBot (details on how to make that connection are below). Now that the channel and the bot are integrated, every time someone adds a new deal to Pipedrive, Dealbot will automatically create a notification inside Slack, letting the entire team know the pertinent new account details.

Dealbot

Dealbot is also capable of the following:

  • Notifying teams when a deal is won
  • Searching for deals, organizations and contacts inside Slack so that this information can be shared instantly and accurately
  • Setting up channels for teams, but also working in private channels between managers and their direct reports

No longer do you need to waste time telling people what you’re working on, how many deals you’ve added or closed or any of the other obvious info that regularly needs sharing.

Pipedrive Dealbot for Slack

So how do I start using it?

Once you've created the channel(s) you'd like to push Pipedrive updates to, just head on over to Pipedrive to configure the integration. Click the green "Authorize Slack account" to connect your Slack account to Pipedrive. Once this is finished, you'll see a list of Slack channels you can select to have Pipedrive update as well as a list of what types of updates to push.

Video Guide:

We also put together this quick-start guide.

About Slack and Pipedrive: Slack is the market leading communication application built specifically for teams. It allows you to create channels around specific topics, add a set list of participants to each channel and then communicate via text or voice instantly. (We use it at Pipedrive and will accept no substitutes!) Pipedrive is the simple and easy CRM tool for sales teams to keep their deals organized, prioritized, and up-to-date. By coming together, we think we've created a truly game-changing experience. Install Dealbot today and see for yourself!

Happy closing!

Meet the Pipedrive Dealbot for Slack
Meet the Pipedrive Dealbot for Slack