

How to Send Pipedrive Deal Stage Alerts to Slack with Make
Triggers a formatted Slack channel message the moment a deal moves to a new pipeline stage in Pipedrive, with deal value, owner, and stage details included.
Steps and UI details are based on platform versions at time of writing — check each platform for the latest interface.
Best for
Sales teams of 5–50 reps who need instant, stage-specific Slack alerts without building internal tooling.
Not ideal for
Teams that only care about Won/Lost events — a simpler single-trigger Zapier zap covers that in less time.
Sync type
real-timeUse case type
notificationReal-World Example
A 12-person B2B SaaS sales team routes deal-stage alerts to three separate Slack channels: #deals-early-stage, #deals-negotiation, and #wins. Before this automation, managers pulled up Pipedrive twice a day to check pipeline movement and still missed same-day stage changes 30% of the time. Now every stage change posts within 90 seconds, including deal value and the rep's name, so managers can jump into deal reviews while context is fresh.
What Will This Cost?
Drag the slider to your expected monthly volume.
Each platform counts differently — Zapier: 1 task per trigger. Make: 1 operation per module per record. n8n: 1 execution per run.





Prices shown for annual billing. Based on published pricing as of April 2026.
Estimated ROI
1000
min saved/mo
$583
labor value/mo
Free
no platform cost
Based on ~2 min manual effort per operation at $35/hr fully loaded labor cost.
Implementation
Import this workflow directly into Make
Copy the pre-built Make blueprint and paste it straight into Make. All modules, filters, and field mappings are already configured — you just need to connect your accounts.
Before You Start
Make sure you have everything ready.
Field Mapping
Map these fields between your apps.
| Field | API Name | |
|---|---|---|
| Required | ||
| Deal ID | id | |
| Deal Title | title | |
| Deal Value | value | |
| Current Stage ID | stage_id | |
| Stage Name | stage_name | |
| Owner Name | owner_name | |
4 optional fields▸ show
| Currency | currency |
| Pipeline ID | pipeline_id |
| Expected Close Date | expected_close_date |
| Deal Status | status |
Step-by-Step Setup
Scenarios > + Create a new scenario
Create a new Make scenario
Log into Make at make.com and click the blue 'Create a new scenario' button in the top right of your Scenarios dashboard. You'll land on a blank canvas with a large '+' icon in the center — this is where you add your trigger module. Give the scenario a name now by clicking the default title at the top of the screen (e.g., 'Untitled Scenario') and typing something like 'Pipedrive → Slack Deal Stage Alerts'. Naming it early prevents confusion if you have multiple scenarios running.
- 1Click 'Create a new scenario' in the top right
- 2Click the pencil icon next to the default scenario title
- 3Type a descriptive name like 'Pipedrive → Slack Deal Stage Alerts'
- 4Press Enter to save the name
Canvas > + > Search: Pipedrive > Watch Events (Instant)
Add the Pipedrive 'Watch Events' trigger
Click the central '+' on the canvas to open the module picker. Search for 'Pipedrive' and select it. From the list of triggers, choose 'Watch Events (Instant)' — this is a webhook-based trigger, not polling, so it fires within seconds of a stage change. Do not choose 'Watch Deals' (scheduled polling) — that adds up to 15 minutes of delay. You'll be prompted to connect your Pipedrive account if you haven't already.
- 1Click the '+' module placeholder on the canvas
- 2Type 'Pipedrive' in the search bar
- 3Select 'Pipedrive' from the results
- 4Click 'Watch Events (Instant)' from the trigger list
- 5Click 'Add' to create a new Pipedrive connection
Pipedrive module > Connection > Add > API Token
Connect your Pipedrive account
In the connection dialog, click 'Add' and enter your Pipedrive API token. Find your API token in Pipedrive under your profile avatar > Personal Preferences > API. Copy the token and paste it into Make's connection field. Name this connection something identifiable like 'Pipedrive - [Your Company]' so you can reuse it across other scenarios. Click 'Save' to establish the connection.
- 1Open Pipedrive in a new tab
- 2Click your avatar in the top right > Personal Preferences > API
- 3Copy your API token
- 4Return to Make and paste the token into the API Token field
- 5Click 'Save' to confirm the connection
Pipedrive module > Event Object: Deal > Event Action: Updated
Configure the trigger for deal stage changes
With the Pipedrive module open, set the 'Event Object' to 'Deal' and the 'Event Action' to 'Updated'. This captures every deal update — including stage changes. Make will now receive a webhook payload every time any deal field changes. You'll filter specifically for stage changes in a later step using a Router, so don't try to filter here. Leave 'Current User Only' unchecked so the trigger fires regardless of which rep owns the deal.
- 1Set 'Event Object' dropdown to 'Deal'
- 2Set 'Event Action' dropdown to 'Updated'
- 3Leave 'Current User Only' unchecked
- 4Click 'OK' to save the module configuration
Canvas > Hover Pipedrive trigger > Drag connector > Search: Pipedrive > Get a Deal
Add a Pipedrive 'Get a Deal' module to fetch full deal data
The Watch Events payload includes change metadata but not the full deal record. Add a second Pipedrive module: 'Get a Deal'. Connect it to the trigger by hovering over the trigger module's right edge and dragging the connector arrow to a new module. In the 'Deal ID' field, map the ID from the trigger output — click inside the field, then select 'ID' from the trigger's data panel on the right. This fetches the complete deal record including deal title, value, owner name, pipeline, and current stage.
- 1Hover over the right edge of the Pipedrive trigger module until an arrow appears
- 2Click the arrow to add a connected module
- 3Search for 'Pipedrive' and select 'Get a Deal'
- 4Click inside the 'Deal ID' field in the module config
- 5Select '1. ID' from the trigger output panel on the right side
Canvas > Add Module > Flow Control > Router
Add a Router to split by pipeline stage
Add a Router module after 'Get a Deal' — search for 'Router' in the module picker (it's under Flow Control, not an app). The Router lets you create separate branches for each stage you want to notify on: Qualified, Proposal Sent, Negotiation, Won. Each branch will point to a different Slack channel. Click the '+' on each Router branch to name it — use the stage name as the branch label for clarity. You can have up to 10 branches on a single Router.
- 1Click the right edge of the 'Get a Deal' module to add a new module
- 2Search 'Router' in the module picker
- 3Select 'Router' under Flow Control
- 4Click the Router to open it — you'll see two default branches
- 5Add additional branches with the '+' button for each stage you want to handle
Router > Branch wrench icon > Filter setup
Set filter conditions on each Router branch
Click the wrench icon on the first Router branch to open its filter. Set the filter to: 'Stage ID' (from the Get a Deal output) 'Equal to' [your target stage ID]. To find stage IDs, go to Pipedrive > Settings > Pipeline > hover over each stage — the ID appears in the URL. Repeat for each branch, using the stage ID that corresponds to that channel. For the 'Won' branch, you can alternatively filter on 'Status' equals 'won' instead of a stage ID, which is more reliable.
- 1Click the wrench icon on the first Router branch
- 2Set condition field to '2. Stage ID' from the Get a Deal module output
- 3Set operator to 'Equal to (number)'
- 4Enter the numeric stage ID (find it in Pipedrive > Settings > Pipeline)
- 5Click 'OK' to save the filter, then repeat for each branch
Router branch > Add module > Search: Slack > Send a Message
Add a Slack 'Send a Message' module to each branch
On each Router branch, add a Slack 'Send a Message' module. Connect your Slack workspace when prompted — Make uses OAuth, so you'll be redirected to Slack to authorize. Set the 'Channel' field to the specific Slack channel for that stage (e.g., #deals-negotiation). In the 'Text' field, compose the message using mapped fields from the Get a Deal output: deal title, value, owner name, and stage name. Use Slack's mrkdwn formatting for bold and line breaks.
- 1Click the '+' at the end of the first Router branch
- 2Search 'Slack' and select 'Send a Message'
- 3Click 'Add' to connect your Slack workspace via OAuth
- 4Set 'Channel' to the target Slack channel name (e.g., #deals-negotiation)
- 5Build the message text by mapping fields from the '2. Get a Deal' output panel
📬 New entry: {{1.name}}
Email: {{1.email}}
Details: {{1.description}}channel: {{channel}}
ts: {{ts}}
Slack module > Text field > Map from Get a Deal output
Build the Slack message template
In the Slack 'Send a Message' module's Text field, map fields from the Pipedrive 'Get a Deal' module output. A clear message format includes: deal title, value (formatted with currency), owner full name, current stage name, and a direct link to the deal. Use the following structure as a starting point and adapt it for each stage branch. The deal URL can be constructed by concatenating 'https://[yourcompany].pipedrive.com/deal/' with the deal ID from the payload.
- 1Click inside the 'Text' field of the Slack module
- 2Type '*Deal moved to [Stage Name]:* ' then click the deal Title field from the right panel
- 3Press Enter and type '*Value:* ' then map the Value field
- 4Press Enter and type '*Owner:* ' then map Owner Name
- 5Press Enter and type '*Link:* https://[yourcompany].pipedrive.com/deal/' then map the deal ID
📬 New entry: {{1.name}}
Email: {{1.email}}
Details: {{1.description}}Canvas bottom toolbar > Run once
Run a test with a live deal stage change
Click 'Run once' in the bottom left of the Make canvas to activate the scenario for a single test run. Make will wait for an incoming webhook event — you'll see a pulsing animation on the Pipedrive trigger module. Switch to Pipedrive and manually move a deal to one of your target stages. Return to Make within 30 seconds. The scenario should execute and you'll see green checkmarks on each module that ran successfully, with the execution data visible by clicking each module.
- 1Click 'Run once' in the bottom left toolbar
- 2Switch to Pipedrive in another tab
- 3Open any deal and drag it to one of your target pipeline stages
- 4Return to Make and watch for the execution to trigger
- 5Click each module's bubble to inspect the input/output data
Canvas bottom toolbar > Toggle ON > Scenarios dashboard
Activate the scenario and set scheduling
After a successful test, click the toggle at the bottom of the canvas to switch the scenario from OFF to ON. Because this scenario uses an instant webhook trigger, there is no polling interval to set — it runs automatically the moment Pipedrive sends an event. Confirm the scenario status shows 'Active' in green. Navigate to Scenarios > your scenario name to verify it appears in your active scenario list with a green status indicator.
- 1Click the toggle switch in the bottom left toolbar to switch from OFF to ON
- 2Confirm the toggle turns green and shows 'Active'
- 3Navigate to the Scenarios list page
- 4Verify the scenario shows a green 'Active' badge
Going live
Production Checklist
Before you turn this on for real, confirm each item.
Troubleshooting
Common errors and how to fix them.
Frequently Asked Questions
Common questions about this workflow.
Analysis
Use Make for this if your team wants stage-specific routing to multiple Slack channels from a single scenario. Make's Router module is the reason — it handles the conditional logic of 'Won goes to #wins, Negotiation goes to #deals-negotiation' inside one scenario without needing separate automations. Make also gives you the visual canvas to inspect exactly which data the Pipedrive webhook is sending, which saves significant debugging time compared to digging through Zapier's execution logs. The one scenario where you'd skip Make: if you only care about Won deals and want a five-minute setup. A Zapier two-step zap (Pipedrive Deal Won → Slack Message) is faster to configure and costs zero for under 100 won deals per month.
Cost math: each deal stage change runs 4 Make operations (trigger + Get a Deal + Router + Slack). A team closing 50 deals per month through 5 stages each is 250 stage changes = 1,000 operations. Make's Free tier caps at 1,000 operations/month, so you'll likely need the Core plan at $9/month. At 100 deals per month through 5 stages, that's 2,000 operations — Core at $9/month covers 10,000 operations, so you have plenty of headroom. Zapier's equivalent would cost $19.99/month (Professional) just to get multi-step zaps with filters. Make is cheaper by $10.99/month for this use case at any volume above the Free tier.
Zapier has one genuine edge here: its Pipedrive integration has a dedicated 'Updated Deal Stage' trigger, which means you skip building the early-exit filter Make requires to avoid processing non-stage updates. That saves setup time and operations. n8n does this better than both if you self-host — zero per-run cost, native Pipedrive nodes, and you can write JavaScript directly in the workflow to format currency and dates without formula gymnastics. Power Automate has a Pipedrive connector but it's a premium connector requiring a $15/user/month Power Automate plan — overkill unless your company already runs on Microsoft 365. Pipedream is excellent for developers who want to write the routing logic in Node.js but is harder to hand off to a non-technical sales ops person. Make is the right choice when your sales ops team wants to own and modify the workflow themselves without writing code, and when the per-operation cost model makes more sense than Zapier's per-task pricing.
Three things you'll hit after going live. First, Pipedrive's webhook payload does not include the previous stage name — only the previous stage ID. If you want your Slack message to say 'moved from Qualified to Proposal', you need to either maintain a stage ID-to-name lookup table in Make's data store or make a second Pipedrive API call, which adds another operation per run. Second, Pipedrive rate-limits API calls to 100 requests per 10 seconds per company token — not a problem for normal usage, but if you're running multiple Make scenarios all using the same API token and have a large team making rapid pipeline updates, you will see 429 errors in your execution history. Use separate API tokens for separate scenarios to spread the rate limit. Third, if a deal is manually created directly in the 'Won' stage (some reps do this to log historical deals), the 'Updated' trigger won't fire — only a deal that transitions between stages triggers the webhook. You'll need a separate scenario watching 'Added' events to catch this edge case.
Ideas for what to build next
- →Add a Daily Pipeline Digest to Slack — Build a second Make scenario on a scheduled trigger that runs each morning at 9am, queries all open deals via Pipedrive's 'Search Deals' module, groups them by stage, and posts a single summary message to #sales-ops — so managers get a structured overview without channel noise from individual updates.
- →Post to Microsoft Teams Instead (or Alongside Slack) — Clone this scenario and replace the Slack modules with Make's Microsoft Teams 'Send a Message' modules to cover sales managers who live in Teams rather than Slack — both can run simultaneously from the same Pipedrive trigger without any changes to the Pipedrive connection or Router logic.
- →Log Stage Changes to a Google Sheet for Reporting — Add a Google Sheets 'Add a Row' module to each Router branch so every stage change is logged with a timestamp, deal value, and owner — this gives you a full history of pipeline velocity that Pipedrive's native reporting doesn't surface without an advanced subscription.
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