All workflows

Create and update deals from Slack

Create and update Pipedrive deals from Slack without switching context using Deals+.

What’s it handy for?

Making sure all deals are created and remain updated in real-time.

A few uses for this workflow:

  • Creating a deal as soon as communication is established.
  • Updating a deal when information changes without changing context.

To get started:

  • Install Deals+ into your Slack workspace.
  • Navigate to the application Home Tab
  • Create a deal from the application Home Tab

OR

  • Find a deal using the application Home Tab and update its details.

See it in action:

Creating a deal from the application Home Tab:

Updating a deal from the application Home Tab:

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