Pipedrive and Slack automations

Ready-made scenarios where Pipedrive and Slack work for you: pick one — a copy appears in your account and runs on its own.

96 scenarios

New deals announced to your team
A daily weather forecast in your Slack
A booked meeting — a CRM task and a reminder
A daily birthday reminder to your messenger
Auto-enrich new CRM companies with a brief
A paid invoice moves the deal in your CRM
Low-stock alerts — in advance
A weekly leads-and-deals report — to your messenger
All work accounts for a new hire from one form
Lead scoring and routing: hot leads straight to sales
A task and an alert on every deal move in your CRM
Which channel brings deals — a per-source breakdown in Slack
Clean-background product photos — straight to the store
Pitch an upgrade at the exact moment a customer outgrows their plan
Inbound leads scored, with alerts and draft replies for the hot ones
The follow-up after a meeting — written for you
Form leads into the CRM: no duplicates, with a score and an alert
New-lead handling: CRM entry, team alert and reminder
A chat advisor bot with memory and a live catalog
CRM contact lookup right inside your team chat
Cold deals close themselves — and bring back feedback
Stalled deals bring themselves back to life
Import products into your store from a sheet with SEO copy
Instagram carousel from a folder of images
Sales cycle analysis and recommendations — automatic
Repo changes from chat, in plain words
Client onboarding from a single form: folder, contact, channel, tasks
High-value lead alerts — to chat, sheet and calendar
Compare each proposal against your winners and find the gaps
Email replies with the client's history in mind — with your approval
A hiring signal — into a ready sales lead automatically
Daily scenario backups to a code store
Business card into your address book with one photo
Contract renewal reminders: an email to the client, a task for the rep
Scoring and routing leads from form submissions
Hiring spikes at your accounts — straight to team chat
Post drafts from your meetings — automatically
Morning briefs for your meetings — who and where from
Client renewal reminders — ahead of time
Capture and route leads from every channel
A client deck built from a call recording — automatically
Re-engage stalled leads with a ready-made email
Onboard a new hire from one form: emails, access, documents
Twice-daily double backup of your scenarios
On-model product photos without a photoshoot — for every item
Collect client reviews and summarize them to chat automatically
Automatic follow-ups on stalled deals
Enrich leads and get alerts on strong ones
A sales leaderboard with a personal word to the team — automatically
Turn website chat into qualified leads in your CRM
A chat bot that answers from your own knowledge base
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Meeting prep that arrives on its own — contact, deals, company and talking points
Website leads — enrichment, scoring and routing to CRM
Alerts for customers losing interest: to the rep, into a task, and by email
Weekly documentation and backup of your scenarios
Job applications from a chat — with a ready letter and resume
Re-engaging quiet clients — weekly, without manual tracking
Customer feedback from every channel, turned into themes and tasks
Automatic follow-ups for prospects who went quiet
Catch churning customers early: record updated, task created, team alerted
Client onboarding after a won deal
SSL certificate expiry reports — weekly to chat and email
Low-stock monitoring for your store, with priority alerts
Client onboarding from a single form: project, tasks, contract, channel
Invoices from email into accounting, with approval
Answers on company policies, right in your chat
A chat that captures the lead and books the demo
M365 employee onboarding — folders, channel and email in one step
Back up your scenarios to Pipedrive
Morning reminders of birthdays and name days
Tell customers their bug is fixed — the moment the issue closes
Jobs matched to your resume — with a fit score
Voice of the customer from every channel: collected, clustered, acted on
Website leads straight into CRM deals, with a team alert
Incoming lead sorting and routing — automatically
Auto-booking demos for high-intent leads
An end-of-day report — written by AI and sent for you
Candidate resume scoring right in your work chat — matched to the opening
Lead verification, enrichment and sorting — automatically
Scenario backups in your Pipedrive — with a report in your Slack
A CV chatbot that answers for you, with messenger alerts
Manage your Pipedrive CRM from a messenger via an AI assistant
Matching jobs with a cover letter — daily, to your messenger
Company lists loaded into your CRM: no duplicates, enriched, approved
Sort email leads and file them into the CRM — by importance
Meeting recording → tasks, a client email and an updated CRM record
A feed carousel from your post text — slides and captions included
Job search and a resume for each — on autopilot
Feedback triage and customer replies — automatically
Adding and enriching CRM leads without duplicates
Every sale — logged, a ping to you and a thank-you to the buyer
A client quote right from your chat — describe the order in words
A support bot that understands text, voice, photos and documents
An AI assistant over your CRM in any messenger