CRM integration for Slack
To keep deals moving forward, every business – from small businesses and startups to large enterprises – needs timely communication. Connecting your CRM with Slack brings all your communication together in one place to help you organize and keep track of your company’s conversations.
With Pipedrive, you can sync your customer relationship management software and your messaging app with the best CRM integration for Slack.
Dealbot, Pipedrive’s integration for Slack, helps keep your teams and managers informed about what’s happening in Pipedrive.
The best in sales meets the best in communication with Dealbot
Pipedrive’s integration for Slack gives you real-time updates on accounts to provide visibility and context.
Get automatic updates about deals added
Receive real-time updates about deals won or lost
See personal deal updates
Search deals, contacts or organizations inside Slack for instant, accurate data
The benefits of a CRM integration for Slack
Integrating Slack with your CRM platform helps streamline your sales processes in several ways.
Pipedrive’s integration for Slack makes it easy to:
Qualify new contacts: Remind yourself or team members to qualify new leads as soon as they’re added to Pipedrive.
Follow up with leads quickly: Schedule your next activity, whether it’s an automated email or a follow-up alert for colleagues.
Keep things moving forward: Alert colleagues to take actions (like preparing quotes or contracts) when deal stages progress.
Search conversations: Quickly find a Pipedrive deal, person or organization with slash commands.
Send and receive instant deal updates: Coordinate multiple team members by letting the Dealbot automatically handle it in Slack. Integrations allow salespeople to contact colleagues on the fly without scheduling meetings or writing lengthy emails.
Create seamless sales communication
Important information can fall through the cracks when you’re coordinating with numerous people or trying to keep everyone in the company informed about the status of multiple deals.
A CRM integration for Slack lets you send and receive instant deal updates to and from your team to help close deals.
Pipedrive’s Dealbot for Slack will automatically handle all of this directly within Slack. Your salespeople can use it to keep managers and colleagues informed on the fly without scheduling meetings or writing lengthy emails.
Build stronger prospect and customer relationships
To keep deals moving forward, you must act quickly on every deal movement.
A Slack app integration gives you instant notifications. With real-time update functionality, your team members can offer faster customer support or move a deal to the next step more quickly.
Dealbot by Pipedrive lets reps and sales managers help leads along the customer journey without clogging up each other’s inboxes.
Over 500+ integrations
Bring all your favorite sales tools under one roof, including Slack. Integrations help you sync your contact lists, calendars and email provider with your CRM to streamline everyday operations.
Turn your sales pipeline into a collaborative effort
Sales team collaboration breaks down when communication is slow and inefficient.
Keep everyone in the loop using Slack messages to notify sales reps about lead activity. Immediate communication means your team can work together to keep deals moving along the pipeline.
Save time on team meetings and emails. With Dealbot’s real-time updates and dedicated Slack channels, sales reps can work together, solve problems and close deals quickly.
Build automated communication workflows
Repetitive administrative tasks take time and leave room for error.
Sales and marketing automations free up your teams for more important work, like building customer relationships and closing deals.
Pipedrive’s Automations help you move deals through your sales pipeline quickly. Use automation templates to send deal-related Slack notifications to your Slack channels or as private messages.
Let automated workflows pick up the slack. Integrations can take your workflows to the next level, automatically moving deals through your pipeline and updating data in your CRM.
Integrate with your favorite sales tools
When you’re tracking different information through different tools, you run the risks of miscommunication and sharing outdated data.
Integrations combine all your favorite sales tools into one workspace to keep you organized so you can focus on creating a better customer experience.
Pipedrive makes it easy to combine your current tech stack with your CRM. Find apps to sync your contact lists, messaging tools, calendars and email providers with your CRM software in Pipedrive’s Marketplace.
How Pipedrive helped PropriLib grow its revenue and sales team
French real estate agency PropriLib struggled to keep track of its deals using a project management solution and another CRM.
Moving to Pipedrive let PropriLib automatically post deals to Slack, where all the agents could see them. In addition, Pipedrive allows the company to implement sales automations to save time and make its sales process quicker and more efficient.
“Now that Pipedrive and Slack are integrated, a sales rep can follow up on the announcement of a new client by adding the Pipedrive deal right into Slack. Then, real estate agents can see the new customer, all their information and any questions or important notes associated with the deal.”
How to get started with Pipedrive’s CRM integration for Slack
