Add new deals to your CRM with Zapier

What’s it handy for?

With this workflow, your sales team can quickly add new deal opportunities to their pipeline, keep internal stakeholders in the loop, and automatically set reminders to follow up with prospects – all without leaving Slack. 

A few uses for this workflow:

  • Sales: Managing new sales opportunities
  • Leaders: Alerting sales about new opportunities
  • Customer support: Alerting sales about new leads

Through the shortcuts menu, a salesperson can create a deal in Pipedrive, automatically add a manager or another teammate as a deal follower, and create an Asana task to follow up on the new deal in a week. 

To get started:

  1. Install the Zapier app for Slack
  2. Download the example
  3. Navigate to Workflow Builder and select “Import”
  4. Once imported, edit the workflow to make sense for your team
  5. Publish and let everyone know about your masterpiece

See it in action:

  1. Install the Zapier app for Slack
  2. Import the downloadable template, then assign the channel and the shortcut name for your workflow 
  3. Modify the form questions based on your needs
  4. Connect to Zapier, if you haven’t already
  5. Connect to Pipedrive (or a different CRM)
  6. Add the required fields and customize the deal
  7. Connect to Asana (or a different project management tool)
  8. Add the required fields and customize the task
  9. Publish and let your team know about the new way you’re managing deals!

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