--- title: "Connect Slack and Pipedrive - APIANT.ai" description: "When \"New Mention (instant)\" fires in Slack, your agent runs \"Create Lead\" in Pipedrive, or \"New Activity\" in Pipedrive to \"Send Direct Message\" in Slack." canonical: "https://apiant.ai/connect/slack-to-pipedrive" --- # Connect Slack and Pipedrive When **New Mention (instant)** fires in [Slack](https://apiant.ai/connections/slack), your agent runs **Create Lead** in [Pipedrive](https://apiant.ai/connections/pipedrive), or **New Activity** in Pipedrive to **Send Direct Message** in Slack. Describe the whole flow and it is built, tested on every scenario and kept running. Slack **15** triggers Slack **60** actions Pipedrive **6** triggers Pipedrive **24** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Slack and Pipedrive to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Pipedrive holds the deals, people and activities; Slack is where the team talks about them. Connecting the two means a new deal can open its own Slack channel with the contact details already posted, activities can turn into reminders, and messages your team stars in Slack can land as notes or leads back in Pipedrive. Example flows ## What Slack and Pipedrive can do together ### From Slack to Pipedrive - When **New Mention (instant)** in Slack then **Create Lead** in Pipedrive - When **New Saved Message** in Slack then **Create Deal** in Pipedrive ### From Pipedrive to Slack - When **New Activity** in Pipedrive then **Send Direct Message** in Slack - When **New Deal** in Pipedrive then **Send Ephemeral Message** in Slack Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Slack and Pipedrive ## Triggers and actions 21 triggers · 84 actions - Trigger **New Channel** Triggers when a new channel is created in the workspace. - Trigger **New Channel (instant)** Triggers when a new channel is created (Slack event channel_created). - Trigger **New Channel Member** Triggers when a member joins a chosen channel (Slack event member_joined_channel). - Trigger **New File (instant)** Triggers when a new file is uploaded to the workspace (Slack event file_created). - Trigger **New Mention (instant)** Triggers when a username or keyword is mentioned in a channel. Events API message events with keyword filter. - Trigger **New Message Posted to Channel** Triggers when a message is posted to a chosen channel (Slack event message.channels). - Trigger **New Message Posted to Private Channel** Triggers when a message is posted to a chosen private channel or group DM (Slack events message.groups, message.mpim). - Trigger **New Pinned Item** Triggers when an item is pinned in a channel. - Trigger **New Public Message Posted Anywhere** Triggers when a message is posted to any public channel (Slack event message.channels). - Trigger **New Reaction Added** Triggers when an emoji reaction is added to a message (Slack event reaction_added). - Trigger **New Saved Message** Triggers when a message or file is saved (starred) (Slack event star_added). - Trigger **New Team Custom Emoji** Triggers when a custom emoji is added to the workspace (Slack event emoji_changed). - Trigger **New Thread Reply** Triggers when a new reply is added to a message thread. - Trigger **New User** Triggers when a new user joins the workspace. Polling; deduped by user id. - Trigger **New User (instant)** Triggers when a new user joins the workspace (Slack event team_join). - Action **Add Bookmark** Add a bookmark to a channel. - Action **Add Reaction** Add an emoji reaction to a message. - Action **Add Star** Save a message or file by starring it. - Action **Archive Channel** Archive a channel. - Action **Complete Reminder** Mark a reminder as complete. - Action **Create Canvas** Create a standalone canvas document. - Action **Create Channel** Create a new public or private channel. - Action **Create Channel Canvas** Create a canvas attached to a channel. - Action **Create Reminder** Create a reminder for a user at a specified time. - Action **Delete Canvas** Delete a canvas. - Action **Delete File** Delete a file from the workspace. - Action **Delete Message** Delete a message from a channel by timestamp. - Action **Delete Reminder** Delete a reminder. - Action **Delete Scheduled Message** Cancel a scheduled message before it is sent. - Action **Edit Bookmark** Edit an existing channel bookmark. - Action **Edit Canvas** Edit the content of a canvas. - Action **Find Channel by Name** List channels filtered to locate a channel by name (client filters the returned list). - Action **Find User by Email** Look up a Slack user by their email address. - Action **Get Channel Messages** Fetch the message history of a channel. - Action **Get File Info** Get information about a file. - Action **Get Message Permalink** Get a permanent link to a specific message. - Action **Get Message Reactions** Get the emoji reactions on a message. - Action **Get Team Info** Get information about the workspace. - Action **Get Thread Replies** Get the replies in a message thread. - Action **Get User Info** Get profile information for a Slack user by ID. - Action **Get User Presence** Get a user's current presence status. - Action **Get User Profile** Get a user's profile fields. - Action **Invite User to Channel** Invite one or more users to a channel (comma-separated user IDs). - Action **Join Channel** Join a public channel. - Action **Leave Channel** Leave a channel. - Action **List Bookmarks** List the bookmarks in a channel. - Action **List Channel Members** List the members of a channel. - Action **List Channels** List channels in the workspace (public and private). - Action **List Custom Emojis** List the workspace's custom emojis. - Action **List Files** List files in the workspace, optionally filtered by channel or user. - Action **List Pinned Items** List the items pinned in a channel. - Action **List Scheduled Messages** List messages scheduled to be sent later. - Action **List User Groups** List the workspace's user groups. - Action **List Users** List all users in the workspace. - Action **List User's Channels** List the channels a user is a member of. - Action **Mark Channel Read** Set the read cursor position in a channel. - Action **Pin Message** Pin a message to a channel. - Action **Remove Bookmark** Remove a bookmark from a channel. - Action **Remove Reaction** Remove an emoji reaction from a message. - Action **Remove Star** Remove a star from a message or file. - Action **Remove User from Channel** Remove a member from a channel. - Action **Rename Channel** Rename a channel. - Action **Schedule Message** Schedule a message to be sent to a channel at a future Unix time. - Action **Search Files** Search files across the workspace. - Action **Search Messages** Search messages across the workspace. - Action **Send Direct Message** Open a DM with a user and post a message to it. - Action **Send Ephemeral Message** Send a message in a channel that is visible only to one user. - Action **Send Message** Post a message to a channel, private group, or DM. - Action **Set Channel Purpose** Set the purpose (description) for a channel. - Action **Set Channel Topic** Set the topic for a channel. - Action **Set User Presence** Set the authenticated user's presence status. - Action **Unarchive Channel** Restore an archived channel. - Action **Unpin Message** Remove a pinned message from a channel. - Action **Update Message** Update an existing message in a channel by timestamp. - Action **Upload File** Upload a file and share it to one or more channels. - Trigger **Deal Won** Triggers when a deal is marked as won in Pipedrive. - Trigger **New Activity** Triggers when a new activity is created. - Trigger **New Deal** Triggers when a new deal is created. - Trigger **New Organization** Triggers when a new organization is added. - Trigger **New Person** Triggers when a new person (contact) is added. - Trigger **New Person (with Custom Fields and Labels)** Triggered when a new person (contact) is added. Includes custom fields and labels. - Action **Create Activity** Creates a new activity (call, meeting, task, etc.). - Action **Create Deal** Adds a new deal to Pipedrive. Returns the created deal. - Action **Create Lead** Creates a new lead. Returns the created lead. - Action **Create Note** Adds a new note to a deal, person, or organization. - Action **Create Organization** Adds a new organization. Returns the created organization. - Action **Create Person** Adds a new person (contact). Returns the created person. - Action **Delete Activity** Marks an activity as deleted. - Action **Delete Deal** Marks a deal as deleted. - Action **Delete Organization** Marks an organization as deleted. - Action **Delete Person** Marks a person as deleted. - Action **Get Deal** Returns the deal with the given ID. - Action **Get Organization** Returns the organization with the given ID. - Action **Get Person** Returns the person with the given ID. - Action **Get related deals for person** Returns deals having the specified status that are related to the specified person. - Action **Get stage ID by stage name** Returns the stage id if the stage name exists. - Action **Merge organizations** Merges two organization accounts. Info from the organization record to discard is merged into the organization record to keep. - Action **Merge persons** Merges two person accounts. Info from the person record to discard is merged into the person record to keep. - Action **Search Deals** Searches deals by term. Returns matching deals. - Action **Search Organizations** Searches organizations by term. Returns matching organizations. - Action **Search Persons** Searches persons by term (name, email, phone). Returns matching persons. - Action **Update Activity** Updates an existing activity by ID. - Action **Update Deal** Updates an existing deal by ID. - Action **Update Organization** Updates an existing organization by ID. - Action **Update Person** Updates an existing person by ID. ## Each app on its own - [ **Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connections/slack) - [ **Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connections/pipedrive) Reviews ## What our customers say ## More from Slack - [ **Slack to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/slack-to-hubspot) - [ **Slack to Google Sheets** Google Sheets](https://apiant.ai/connect/slack-to-google-sheets) - [ **Slack to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/slack-to-gmail) - [ **Slack to Google Drive** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/slack-to-google-drive) - [ **Slack to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/slack-to-quickbooks-online) - [ **Slack to ActiveCampaign** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/slack-to-activecampaign) ## More into Pipedrive - [ **HubSpot to Pipedrive** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pipedrive) - [ **Gmail to Pipedrive** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pipedrive) - [ **Stripe to Pipedrive** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stripe-to-pipedrive) - [ **Notion to Pipedrive** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/notion-to-pipedrive) - [ **Airtable to Pipedrive** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-pipedrive) - [ **Asana to Pipedrive** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-pipedrive) Questions ## Slack and Pipedrive, answered ### ### Can a Slack channel be created automatically for each new Pipedrive deal? Yes. The New Deal trigger in Pipedrive can run Create Channel in Slack, then Set Channel Topic and Send Message so the deal stage and contact details are in the channel from the start. ### ### Can something said in Slack end up in Pipedrive? Yes. Slack triggers such as New Mention or New Saved Message can run Pipedrive actions like Create Lead or Create Note, so a starred message becomes a note on the record you point it at. ### ### What can start an automation from Slack? Any of Slack's 15 triggers in the catalog, including New Mention (instant), New Saved Message, New Channel and New Channel (instant). Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Pipedrive when something happens in Slack? Any of Pipedrive's 24 actions, including Create Lead, Create Note, Get Person and Create Activity. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Pipedrive to Slack? Yes. When something happens in Pipedrive, your agent can act in Slack too. This page covers both directions: Pipedrive's triggers and Slack's actions are listed here as well. ### ### Do I have to build a connector for Slack or Pipedrive? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Slack and Pipedrive without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.