Sales automations
Watch the deals big enough to matter
Checks Pipedrive each morning and posts the open deals worth over 10,000 to Slack. Ask in chat to change the number.
Add this automation
Free, and no card. It runs for real, five times.
What it does on a run
- 1Get the deals on the board
- 2Keep the open deals over the line
- 3Keep the big ones in front of the team
When it runs
Every weekday morning. You can change the schedule in plain words after you start it.
What it needs
PipedriveSlackConnected once, then reused by every automation that needs them.
Where it stops
It halts before the irreversible part and shows you what it is about to do. You see the message, the recipient and the data it read, and nothing is sent until you say so. Once you trust it, you can tell it to stop asking.
Free, and no card. It runs for real, five times.
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