# Pipedrive Deal Alerts to Slack

> Get a daily pipeline digest posted to Slack with stale deals, past-due opportunities, and stage movements.

Source: https://cotera.co/solutions/sales/pipedrive-deal-slack-alerts

---

- **Team:** Sales
- **Tools:** Pipedrive
- **Difficulty:** medium
- **Setup time:** 10 min
- **Time saved:** 30 min/day

## How it works
1. **Pipeline Snapshot** — Total open deals and value by stage at a glance
2. **Stale Deal Alerts** — Flags deals with no activity in 7+ days
3. **Past-Due Flagging** — Highlights deals past their expected close date
4. **Slack Delivery** — Posts a formatted digest to any Slack channel

## Example requests
- Post a pipeline digest to #sales-team with all deals over $10k
- Send stale deal alerts to #sales-alerts for deals inactive 7+ days
- Give me a weekly pipeline summary and post it to #leadership

## Prompt

```markdown
## Task

Use @Pipedrive/List Deals to pull all open deals, then @Pipedrive/Get Deal for details on flagged opportunities. Check @Pipedrive/List Notes for recent activity and @Pipedrive/Get Person for contact info. Compile a daily or weekly pipeline digest and post it to @Slack/Send Message so the sales team has full visibility without logging into Pipedrive.

**Example:** Send a Slack summary of all deals over $10k that haven't had activity in the last 7 days.

## Input

The user will provide either:
1. A Slack channel to post to (e.g., #sales-pipeline)
2. Filters for which deals to include (value threshold, stage, owner)
3. A cadence preference (daily digest, weekly rollup)

**Example:** "Post a pipeline update to #sales with deals over $5k" or "Send a weekly summary of stale deals to #sales-alerts"

## Context

### What to Include in the Digest

**Pipeline snapshot:**
- Total open deals and combined value
- Deals by stage with counts and values
- Biggest deals and their current status

**Alerts and flags:**
- Deals with no activity in 7+ days
- Deals missing expected close dates
- Deals past their expected close date
- Large deals that moved stages recently

**Contact context:**
- Who is the primary contact on flagged deals
- Last note or activity logged
- Deal owner for accountability

### Alert Strategy

1. Pull all open deals from Pipedrive
2. Check each deal for activity recency via notes
3. Flag deals that meet alert criteria
4. Get contact details for flagged deals
5. Format a clean Slack message with sections
6. Post to the specified Slack channel

### What Counts as a Valid Alert

- "Stale" = no notes or activity updates in 7+ days
- "At risk" = past expected close date with no update
- "Big mover" = deal value changed or stage advanced in the last 24 hours
- Only include open deals (skip won/lost)

## Output

Post a Slack message formatted like this:

**Pipeline Digest - [Date]**

**Snapshot:** [X] open deals worth $[Y] total

**Stage Breakdown:**
- Qualified: [X] deals ($[Y])
- Proposal Sent: [X] deals ($[Y])
- Negotiation: [X] deals ($[Y])

---

**Stale Deals (No Activity 7+ Days):**
- [Deal Title] - $[Value] - [Owner] - Last activity [X] days ago
- [Deal Title] - $[Value] - [Owner] - Last activity [X] days ago

**Past Due (Expected Close Date Passed):**
- [Deal Title] - $[Value] - Was due [Date] - Contact: [Name]

**Big Movers (Stage Changes):**
- [Deal Title] moved to [Stage] - $[Value]

---

**Action Items:**
1. [Owner]: Follow up on [Deal] (stale [X] days)
2. [Owner]: Update close date on [Deal]
3. [Owner]: Add notes to [Deal] after last call

Message posted to #[channel].
```

## Related reading
- [AI Email Finder Sales Prospecting](https://cotera.co/articles/ai-email-finder-sales-prospecting.md)
- [AI Sales Call Notes Crm](https://cotera.co/articles/ai-sales-call-notes-crm.md)
- [AI Sales Prospecting Automation Guide](https://cotera.co/articles/ai-sales-prospecting-automation-guide.md)