How to Send Pipedrive Deal Stage Alerts to Slack with Zapier

zapier.com > My Zaps > Create Zap

Create a new Zap and name it

Log into zapier.com and click the orange 'Create Zap' button in the top-left sidebar. You'll land on the Zap editor canvas. Click the default name 'Untitled Zap' at the top of the screen and rename it to something like 'Pipedrive Stage Change → Slack'. Naming it now saves confusion if you end up with multiple notification Zaps later.

1. 1Go to zapier.com and log in
2. 2Click 'Create Zap' in the left sidebar
3. 3Click 'Untitled Zap' at the top and type a clear name

Zap Editor > Trigger > App & Event

Set Pipedrive as the trigger app

Click the 'Trigger' block in the Zap editor. A search panel opens on the right. Type 'Pipedrive' and select it from the list. You'll then be asked to choose a trigger event — this determines what action in Pipedrive fires the Zap. Pick 'Updated Deal' from the event list. This trigger fires every time any field on a deal changes, including stage.

1. 1Click the 'Trigger' block on the canvas
2. 2Type 'Pipedrive' in the app search box
3. 3Select 'Pipedrive' from the results
4. 4Under 'Trigger Event', select 'Updated Deal'
5. 5Click 'Continue'

Zap Editor > Trigger > Account

Connect your Pipedrive account

Zapier will prompt you to connect a Pipedrive account. Click 'Sign in to Pipedrive'. A popup opens asking you to authorize Zapier. Log in with your Pipedrive credentials and click 'Allow'. Once authorized, Zapier will show your company name under the connection. If your company has multiple Pipedrive workspaces, confirm you're connecting the right one before continuing.

1. 1Click 'Sign in to Pipedrive'
2. 2Log in with your Pipedrive credentials in the popup
3. 3Click 'Allow' to grant Zapier access
4. 4Confirm the correct account name appears in the dropdown
5. 5Click 'Continue'

Zap Editor > Trigger > Test

Test the Pipedrive trigger

Click 'Test Trigger' to pull in a recent deal update from Pipedrive. Zapier will fetch the last deal that was updated in your account and display all its fields. Scroll through the sample data and confirm you can see fields like 'Stage Name', 'Deal Title', 'Deal Value', and 'Owner Name'. These are the fields you'll use to build the Slack message in later steps.

1. 1Click 'Test Trigger'
2. 2Wait 5-10 seconds for Zapier to fetch sample data
3. 3Scroll through the returned fields
4. 4Confirm 'stage_name' and 'title' are present in the sample

Zap Editor > + > Filter by Zapier > Only continue if...

Add a Filter to catch only stage changes

Click the '+' button below the trigger block to add a step, then select 'Filter' from the built-in Zapier tools. Set the filter condition to: 'Stage Name' — 'Exists'. This ensures the Zap only continues when the stage field is present and populated. For more targeted alerts (e.g., only 'Closed Won'), add a second condition: 'Stage Name' — 'Contains' — and type your target stage name. Use 'AND' logic if you want both conditions active.

1. 1Click '+' below the trigger block
2. 2Select 'Filter' from the built-in tools list
3. 3Set Field to 'Stage Name' from the Pipedrive dropdown
4. 4Set condition to 'Exists'
5. 5Optionally add a second condition: Stage Name Contains [your stage]
6. 6Click 'Continue'

Zap Editor > + > Slack > Send Channel Message

Add Slack as the action app

Click '+' below the filter block to add another step. Search for 'Slack' and select it. Under 'Action Event', choose 'Send Channel Message'. This posts a message to a public or private Slack channel. Do not use 'Send Direct Message' unless you want to DM a specific person — channel messages are visible to the whole team and better suited for deal alerts.

1. 1Click '+' below the filter block
2. 2Search for 'Slack' in the app search box
3. 3Select 'Slack'
4. 4Under 'Action Event', select 'Send Channel Message'
5. 5Click 'Continue'

Zap Editor > Slack Action > Account

Connect your Slack workspace

Click 'Sign in to Slack'. A popup opens asking you to authorize Zapier for your workspace. Select the correct workspace from the dropdown in the top-right corner of the Slack authorization page, then click 'Allow'. Zapier needs permission to post messages to channels — confirm the scopes include 'chat:write'. Once authorized, your workspace name appears in the account dropdown.

1. 1Click 'Sign in to Slack'
2. 2Select your workspace from the dropdown in the top-right of the popup
3. 3Click 'Allow' to grant Zapier posting permissions
4. 4Confirm the workspace name appears in Zapier's account field
5. 5Click 'Continue'

Zap Editor > Slack Action > Configure

Configure the Slack message

In the 'Action' panel, select the target channel from the 'Channel' dropdown — type '#' to search your channels. Then build the message text using the field inserter. Click inside the 'Message Text' field and use the blue variable picker to insert Pipedrive fields. A clear format: '🎯 Deal Update: [Deal Title] moved to [Stage Name] | Value: $[Deal Value] | Owner: [Owner Name] | Pipeline: [Pipeline Name]'. Keep it under 300 characters so it reads cleanly in Slack without truncation.

1. 1Select your target channel from the 'Channel' dropdown
2. 2Click into the 'Message Text' field
3. 3Type your message prefix (e.g. '🎯 Deal Update:')
4. 4Click the blue '+' icon to insert 'Deal Title' from Pipedrive fields
5. 5Insert 'Stage Name', 'Deal Value', 'Owner Name' using the same method
6. 6Set 'Send as Bot' toggle to On
7. 7Optionally set Bot Name to 'Pipedrive Alerts' and add a custom emoji icon

📬 New entry: {{1.name}}
Email: {{1.email}}
Details: {{1.description}}

Zap Editor > Slack Action > Test

Test the Slack action

Click 'Test Action' at the bottom of the configuration panel. Zapier sends a real message to the Slack channel you selected using the sample deal data from Step 4. Open Slack and go to the target channel to confirm the message arrived. Check that the deal title, stage name, and value all display correctly. If anything looks off — wrong channel, garbled text, missing fields — go back and fix the configuration before publishing.

1. 1Click 'Test Action'
2. 2Wait 5-10 seconds
3. 3Open Slack and navigate to the target channel
4. 4Confirm the test message posted with correct field values

Zap Editor > Publish Zap

Publish the Zap

Click 'Publish Zap' in the top-right corner of the editor. The Zap status switches from 'Draft' to 'On'. From this point, every time a deal is updated in Pipedrive, the Zap checks the filter condition and, if it passes, posts to Slack within 1-2 minutes. Go to your Pipedrive account and manually move a real deal to a new stage to confirm the end-to-end flow works in production.

1. 1Click 'Publish Zap' in the top-right
2. 2Confirm the status indicator shows 'On'
3. 3Open Pipedrive and drag a deal to a new stage
4. 4Wait 90 seconds and check Slack for the live notification

This Code by Zapier step formats the raw deal value into a currency string and builds a clickable Pipedrive deal URL for the Slack message. Paste this into a 'Code by Zapier' step (choose 'Run JavaScript') inserted between the Filter step and the Slack action step. Map 'dealValue', 'currency', 'dealId', and 'dealTitle' as input data fields from the Pipedrive trigger output.

// Input variables mapped from Pipedrive trigger:
// dealValue, currency, dealId, dealTitle, stageName, ownerName, orgName
const value = parseFloat(inputData.dealValue) || 0;

// Input variables mapped from Pipedrive trigger:
// dealValue, currency, dealId, dealTitle, stageName, ownerName, orgName

const value = parseFloat(inputData.dealValue) || 0;
const currency = inputData.currency || 'USD';
const dealId = inputData.dealId;
const stageName = inputData.stageName || 'Unknown Stage';
const ownerName = inputData.ownerName || 'Unassigned';
const orgName = inputData.orgName || '';
const dealTitle = inputData.dealTitle || 'Unnamed Deal';

// Format currency with locale-aware comma separation
const formattedValue = new Intl.NumberFormat('en-US', {
  style: 'currency',
  currency: currency,
  minimumFractionDigits: 0,
  maximumFractionDigits: 0
}).format(value);

// Build direct link to the deal in Pipedrive
const dealUrl = `https://app.pipedrive.com/deal/${dealId}`;

// Choose emoji based on stage name
let emoji = '🎯';
if (stageName.toLowerCase().includes('won')) emoji = '🏆';
if (stageName.toLowerCase().includes('lost')) emoji = '❌';
if (stageName.toLowerCase().includes('negotiat')) emoji = '🤝';
if (stageName.toLowerCase().includes('contract')) emoji = '📄';

// Compose the final Slack message
const message = `${emoji} *<${dealUrl}|${dealTitle}>* moved to *${stageName}*\n` +
  `💰 Value: ${formattedValue} | 👤 Owner: ${ownerName}` +
  (orgName ? ` | 🏢 ${orgName}` : '');

output = [{ message, formattedValue, dealUrl, emoji }];