interactive features

Deals+ for Slack

by Nextup.ai

5/5

In Nurture my leads, Communicate with leads, Manage my projects, Manage my accounts

Description Features How to set up Reviews (3)

interactive features

Two-way integration for Slack and Pipedrive.

In Nurture my leads, Communicate with leads, Manage my projects, Manage my accounts

Description

Deals+ is a feature-rich integration between Pipedrive and Slack that allows you to do more and switch context less.

Here is a quick overview of features:

Sync Slack channel to deal or organization
Sync shared Slack channel to deal
Get personal notifications about your deals, orgs, activities
Get team notifications with granular channel settings.

Additionally, Deals+ enables you to receive notifications for deals, organizations, and contacts that you follow in real-time and enables you to respond to these notifications in Pipedrive – all without leaving your Slack environment.

Features

Panels

Instantly see and interact with Deals+ for Slack as you dive into the details of your deals/contacts in Pipedrive.

Slack Discussions

Locations:deal detailsorganization details

Pop-up windows

Tackle complex tasks in Deals+ for Slack without leaving Pipedrive via their customized pop-up windows.

Installation instructions

Installing the Bot:

Navigate to your Pipedrive instance
Click "Tools and Apps"
Click "Marketplace Apps"
Locate the Deals+ application
Click "Install Now"
View the Pipedrive permissions Deals+ requirements and click "Allow and Install"
View the Slack permissions Deals+ requirements and click Allow

Congratulations! The Deals+ bot is now available as an application in your workspace.

To view the complete onboarding documentation, navigate to the Nextup Deals+ documentation.