Pipedrive Deal Alerts to Slack

Task

Use @Pipedrive/List DealsName it "Pipedrive/List Deals" and call it with @Pipedrive/List Deals to pull all open deals, then @Pipedrive/Get DealName it "Pipedrive/Get Deal" and call it with @Pipedrive/Get Deal for details on flagged opportunities. Check @Pipedrive/List NotesName it "Pipedrive/List Notes" and call it with @Pipedrive/List Notes for recent activity and @Pipedrive/Get PersonName it "Pipedrive/Get Person" and call it with @Pipedrive/Get Person for contact info. Compile a daily or weekly pipeline digest and post it to @Slack/Send Message soName it "Slack/Send Message so" and call it with @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].