All workflows

Create deal rooms in Slack

Create a Slack room focused on a specific Pipedrive deal so you can collaborate without switching context.

What’s it handy for?

Allow your team to focus on the deals that you care most about by creating a deal room.

A few uses for this workflow:

  • Ensure that your sales team is aware of any movement on important deals
  • Immediately update the deal from Slack as events happen
  • Streamline communication: having a dedicated channel in slack provides centralized location for team members to collaborate, share ideas, and discuss specific issues related to deals

To get started:

  • Install Deals+ into your Slack workspace.
  • Invite the app into your channels.
  • Select the option to link the room to a deal

See it in action:

The status message pinned by Deals+ to the dedicatied channel:

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