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Process Action Items from Slack
Immediately mark Pipedrive activities as complete from within Slack.
What’s it handy for?
Quickly updating activity progress across your CRM.
A few uses for this workflow:
- Marking activities as complete as soon as they happen
To get started:
- Install Deals+ into your Slack workspace.
- Navigate to the application Home Tab.
- Locate the activity you want to process.
- Click "Complete".
See it in action:
Marking an activity as complete:
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This tip uses:
Deals+
Prep
Under 5 minutes
Slack skill level
Moderate
Results:
Activities are marked as "Complete" from within the Slack context
Built for:
Anyone who wants to update deal activity without leaving Slack
This workflow requires an app
Deals+
Manage your deals in Pipedrive from Slack
Learn How to use
