Dealbot

Setting up Slack and other messaging apps

Dealbot can control cadences and report activity on Slack and other messaging platforms.

Jump to: About the Slack integration, Commands, How to set up Slack, Other messaging platforms

About the Slack integration

This is an optional feature for Dealbot that allows you to “snooze” and “abort” cadences on deals by sending messages in Slack and other messaging platforms. For example:

/dealbot snooze 123 3

That would snooze Deal #123 by 3 days: any incomplete cadence steps have their dates pushed back by 3 business days.

When configured, Dealbot will also notify a Slack channel you choose when a Deal is enrolled in a cadence.

Commands

Dealbot currently supports two commands from Slack and other messaging platforms:

  • snooze <Deal ID> <number of business days> — Take any incomplete cadence Activities on the Deal and push them back by a number of business days. Useful if you take a vacation or get jammed up.

  • abort <Deal ID> <trigger/cadence identifier> — Delete any incomplete cadence Activites on the Deal. Identify the trigger/cadence with trigger_name/cadence_name or trigger_name/ if you don’t know/care which cadence was selected. If you’re using this command a lot, it may be a sign that you have not set up your cadence abandonment conditions. See Configuration for more on that.

Have an idea for a new command? Let us know!

How to set up Slack

Set up the /dealbot command

  1. Find the Slack section your Dealbot setup page and copy the webhook URL you find there.

  2. Go to the create new slash command page on Slack. Fill out the fields like so:
    • Command: /dealbot (or whatever you’d like!)
    • URL: paste the webhook URL you copied
    • Method: POST
    • Customize name: Dealbot
    • Customize icon: Here’s one you can use!
  3. Try it! Get the ID of a Deal on Pipedrive that’s had a cadence applied and in Slack say: /dealbot snooze <ID> 1 for a 1-day snooze.

Create an incoming webhook

  1. Go to the create new incoming webhook page on Slack. Choose a channel for the notifications and hit the “Add” button.

  2. Scroll down to the “Integration Settings” section and:
    • Webhook URL: Hit the “Copy URL” link to put this URL in your clipboard—we’ll need it later
    • Descriptive Label: Use Dealbot
    • Customize Name: Use Dealbot
    • Customize Icon: Here’s one you can use!
  3. After hitting “Save Settings” go to your Heroku dashboard and find your Dealbot instance.

  4. Go to the Settings tab and click the “Reveal Config Vars” button.

  5. At the bottom of the list of config vars, there’s an empty row to add a new config var. Use:
    • KEY: SLACK_INCOMING_WEBHOOK_URL
    • VALUE: Paste the URL you copied in step 2
  6. Click “Add” to register the config var, wait a minute or two for Heroku to restart your Dealbot, and test it out!

Other messaging platforms

You can use other messaging and bot platforms to send snooze and abort commands to Dealbot.

  • Use the webhook URL from the Slack section on your Dealbot’s setup page.

  • Make sure your platform will POST JSON to Dealbot’s webhook URL. Dealbot will look for a top-level text, message, or body key, in that order. The value should be the complete command—Dealbot will tolerate prefixes like @dealbot: if your messenger of choice includes that.

If you use Dealbot with a messaging platform other than Slack, please let us know so we can write docs for it!