Start onboarding when a Pipedrive deal is won

A won deal is only half the job: someone has to start onboarding. When a deal is marked won in Pipedrive, this creates a ClickUp task to kick off onboarding, due in 3 days, with the deal's title and value in its description.

The team is then told in Slack, with the deal and a link to the task, so the win is celebrated and the next step is owned.

PipedriveWhen a deal is won. Save it as deal.When a deal is won. Save it as deal.

Create the onboarding taskCreate task 'Kick off onboarding: deal.title' in list (not set). Save it as task. Due in days: 3Deal won in Pipedrive, worth deal.value deal.currency.ClickUp

Tell the team in SlackSend message to channel. Save it as announced.:tada: Deal won: deal.title (deal.value deal.currency) Onboarding task: task.urlSlack