Connect Pipedrive to Slack like Magic
How to Use Magical to Transfer Data from Pipedrive to Slack
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Transfer Data from Pipedrive to Slack: A Step-by-Step Guide
With Magical, you can transfer data from Pipedrive to Slack in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Pipedrive to Slack, helping you streamline your sales processes and improve team communication.
More Pipedrive integrations with Magical
What Pipedrive data can you transfer
Magical enables you to transfer a wide array of data from Pipedrive to Slack. Here are some examples of the information you can extract:
Deal Name
Contact Name
Organization
And move more types of information by creating your own custom labels.
How to Transfer data from Pipedrive to Slack using Magical?
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Pipedrive to Slack for more efficient sales and communication. Follow these steps:
Sign in to your Pipedrive account and open the deal containing the data you want to transfer, such as deal details and contact information.
In Pipedrive, label the information you want to transfer with Magical, like Deal Name, Deal Value, Contact Name, or Contact Email.
Sign in to your Slack account and open the channel where you want to add the Pipedrive data.
Type "//" in the message box and select the information you want to transfer from Pipedrive such as Deal Name, Contact Email, etc.
The next time you send a message, Magical will automatically transfer all the fields into the message with one click.
About Pipedrive and Slack
Swift and efficient communication in sales and team collaboration are crucial to maintaining productivity. Pipedrive is a powerful sales management tool and Slack is a robust team collaboration platform. Combining the capabilities of these two platforms can significantly enhance your sales and communication efforts. By leveraging Magical, you can easily move information from Pipedrive to Slack, allowing you to focus on closing deals and improving team collaboration.
Other ways to connect Pipedrive and Slack
Using Zapier
Zapier provides a seamless connection between Pipedrive and Slack, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time
Using an API
An additional approach to integrate Pipedrive and Slack is by directly utilizing their APIs. By integrating both APIs, you empower sales and team members with real-time deal insights, fostering improved communication and a superior sales experience. To employ this method, refer to their respective API documentation.
Common Questions
WHAT IS MAGICAL
Magical is an agentic AI platform that deploys AI Employees to handle complex, end-to-end workflows across your systems—without APIs, integrations, or engineering lift. Instead of simple data extraction, Magical’s AI understands your workflows, navigates interfaces, makes decisions, and completes tasks just like a trained team member would.
Whether it’s moving data between applications, verifying information, completing multi-step processes, or monitoring queues, Magical automates work reliably and transparently. You can watch every click, see every decision, and trust that your AI Employees are completing work with accuracy, speed, and full auditability.
HOW TO INSTALL MAGICAL
The first step is to book a demo. Our team will walk you through how Magical’s AI Employees work, what’s possible for your organization, and where automation can have the biggest impact.
After the demo, you’ll be paired with a dedicated AI Deployment Engineer who will guide you through setting up your first automation. Most teams go live in about a week—no integrations, no IT lift, and no lengthy configuration. Just a clear workflow, a quick build, and your first AI Employee up and running.
