Pipedrive Automation

How to connect Pipedrive to Slack

Stop dealing with scattered customer context. This guide shows you how to automatically Send File in Slack whenever Person Added happens inside Pipedrive.

Pipedrive
Pipedrive
Trigger
→
Slack
Slack
Action

Why automate this workflow?

Manual processes introduce delays and errors. With this automation you automated sales context sharing. It runs 24/7 so your team never misses key context.

Step-by-step implementation

  1. 1

    Create a scenario in Make.com

    Sign up or log in. Click "Create a new scenario" and choose Pipedrive as the first module.

  2. 2

    Configure the trigger

    Select Person Added inside Pipedrive. Authorize your account and set any filters you need.

  3. 3

    Add the Slack action

    Choose "Send File" and map fields from the trigger. Test once and turn it on.

FAQ

Is this integration free?

Yes. The free tier of most automation platforms supports a few hundred operations per month—perfect for piloting.

Do I need to code?

No. Everything is handled via drag-and-drop builders. Advanced users can still inject custom logic if needed.