Starter
Post a message in Slack when a new contact is added in Pipedrive
When a new contact is added in Pipedrive, post a message in Slack.
Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.
- Steps
- 1
- Client fills in
- 1
- Accounts
- 2
- Starts
- A new contact is added in Pipedrive, within seconds
UsesBeta
Every step, in order
When it happens in the first app, the step runs in the second, with the client’s own account.
- A new contact is added
- A person added in Pipedrive, within seconds.
- Post a message
- Post to a channel the app has been invited to.
- Starts whenA new contact is added
- App stepPost a message
What each client fills in
- Slack: Channel
- For example #leads or C0123456789
The accounts it needs
Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.
In the client’s Pipedrive: your avatar → Personal preferences → API → copy the token.
In the client’s Slack: api.slack.com/apps → Create New App → OAuth & Permissions → add the chat:write scope (and channels:history, plus groups:history for a private channel, for the message trigger) → Install to Workspace → copy the Bot User OAuth Token. Invite the app to the channel.
After you install it
It lands switched off. The client’s checklist holds exactly this:
- Connect the client’s Pipedrive, for “A new contact is added”
- Connect the client’s Slack, for “Post a message”
- Fill in Slack: Channel (For example #leads or C0123456789)
Related templates
- PackB2B software (SaaS)Product-led software company packA product-led software company lets customers sign up and try the product themselves, so the product, not a salesperson, does most of the converting.
4 workflows · 16 steps · 8 apps - PackB2B software (SaaS)Sales-led software company packA sales-led software company sells through demos and a sales team, so speed on a demo request and the follow-up after it decide the deal.
Calendly
4 workflows · 20 steps · 7 apps - PackCoachingExecutive coach packAn executive coach is usually paid by the client’s employer, which may expect reports, so there are three parties to the agreement.Calendly3 workflows · 8 steps · 6 apps
Thrum is cooking.
Get early access and you’ll be among the first in. Early members get a launch perk.