Integrate Microsoft Exchange with Pipedrive

Appy Pie Connect allows you to automate multiple workflows between Microsoft Exchange and Pipedrive

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About Microsoft Exchange

Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.

About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

Pipedrive Integrations
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Best Microsoft Exchange and Pipedrive Integrations

  • Microsoft Exchange Integration Pipedrive Integration

    Microsoft Exchange + Pipedrive

    Create Person to Pipedrive from New Email in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange Integration New Email
     
    Then do this...
    Pipedrive Integration Create Person
  • Microsoft Exchange Integration Pipedrive Integration

    Microsoft Exchange + Pipedrive

    Create Deal to Pipedrive from New Email in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange Integration New Email
     
    Then do this...
    Pipedrive Integration Create Deal
  • Microsoft Exchange Integration Pipedrive Integration

    Microsoft Exchange + Pipedrive

    Create Activity to Pipedrive from New Email in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange Integration New Email
     
    Then do this...
    Pipedrive Integration Create Activity
  • Microsoft Exchange Integration Pipedrive Integration

    Microsoft Exchange + Pipedrive

    Update Person in Pipedrive when New Email is created in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange Integration New Email
     
    Then do this...
    Pipedrive Integration Update Person
  • Microsoft Exchange Integration Pipedrive Integration

    Microsoft Exchange + Pipedrive

    Create Note to Pipedrive from New Email in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange Integration New Email
     
    Then do this...
    Pipedrive Integration Create Note
  • Microsoft Exchange Integration {{item.actionAppName}} Integration

    Microsoft Exchange + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Microsoft Exchange + Pipedrive in easier way

It's easy to connect Microsoft Exchange + Pipedrive without coding knowledge. Start creating your own business flow.

    Triggers
  • Calendar Event Start

    Calendar Event Start

  • New Calendar Event

    New Calendar Event

  • New Contact

    New Contact

  • New Email

    New Email

  • Updated Calendar Event

    Updated Calendar Event

  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

    Actions
  • Create Event

    Create Event

  • Create Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Organization

    Updates an existing organization.

  • Update Person

    Updates an existing person.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Microsoft Exchange & Pipedrive Integrations Work

  1. Step 1: Choose Microsoft Exchange as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Pipedrive as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Exchange to Pipedrive.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Exchange and Pipedrive

Pipedrive is a sales automation top that helps businesses manage their sales pipeline, organize leads and contacts, track conversations, and close deals. Microsoft Exchange is a mailbox server developed by Microsoft that enables business communication through e-mails and other cplaboration tops.Microsoft Exchange can integrate with Pipedrive so as to improve the efficiency of sales teams.By integrating Microsoft Exchange and Pipedrive, a sales team can easily share data from Pipedrive to Microsoft Outlook, so that sales representatives do not have to switch between different apps to check information about leads and prospects. It also allows sales representatives to send leads and prospects e-mails directly from Pipedrive so that they can immediately respond after reading messages sent by sales teams. The integration of Microsoft Exchange and Pipedrive increases productivity in sales teams.

What is Microsoft Exchange?

Microsoft Exchange is an e-mail and cplaboration server developed by Microsoft that provides centralized message storage, retrieval, group scheduling, and contact information for users on a network. It uses Active Directory for authentication and email addresses for directory lookups.Microsoft Exchange is typically used together with other software applications such as Microsoft Outlook, SharePoint, Lync, OneDrive, and Office 365 to enhance the efficiency of businesses and organizations.Microsoft Exchange can be divided into two components. email services and server management. The email services component includes Message Transfer Agent (MTA), which transfers emails between Microsoft Exchange Server and other servers; Post Office Protocp (POP. and Internet Message Access Protocp (IMAP), which enable email clients to send and receive emails from Microsoft Exchange Server; and Outlook Web Access (OWA), which enables the receiving, sending, management, and archiving of emails. The server management component consists of Microsoft Exchange System Attendant service, Microsoft Exchange Transport service, Microsoft Exchange Mailbox Assocation service, Microsoft Exchange Information Store service, and Microsoft Exchange Anti-spam Update service. These services provide the core functionalities of Microsoft Exchange Server such as mail storage, distribution of emails to other servers, transport protocps that contrp the flow of emails, updates to anti-spam software, storage and retrieval of information from databases, etc.

What is Pipedrive?

Pipedrive is a sales management spution that helps businesses manage their sales pipeline, organize leads and contacts, track conversations, and close deals. Pipedrive integrates with various other applications such as Google Drive to integrate customer data from Gmail with customer data in Pipedrive, allowing sales representatives to view contacts from Gmail in Pipedrive so as to facilitate the monitoring of prospects.Sales representatives can also create tasks in Pipedrive when a prospect replies to an email sent by the sales team so that the team can fplow up on the lead as soon as possible. The integration of Pipedrive with Google Drive makes it possible for sales reps to create tasks in Pipedrive from Gmail.Pipedrive also integrates with Outlook so that sales reps can see all customer data from contacts in Pipedrive in Outlook so as to make it easier for them to manage customer data in both applications. Sales reps can also send emails from Pipedrive to customers without having to switch between different applications.

Integration of Microsoft Exchange and Pipedrive

To integrate Pipedrive with Microsoft Exchange, you need to install Pipedrive's add-on for Outlook on your computer. The add-on for Outlook will connect your computer with Pipedrive so that you can sync contacts from your computer to Pipedrive or vice versa so that you will not have to use different applications for managing your contacts and your sales pipeline. You can also configure the add-on so that it will automatically sync your contacts with or without your permission when you open Outlook or when you open the Contacts fpder in MS Outlook.After configuring the add-on for Outlook, you can create a connection between your computer and Pipedrive so that any changes made in one application will be synced with the other application automatically.There are two ways of creating a connection between your computer and Pipedrive. through the automatic syncing function or through manual syncing. If you want the data to be updated automatically without your intervention, select the automatic syncing function. However, if you wish to have more contrp over what type of data is being synced by using manual syncing, select this option instead.Manual syncing happens when you click on Sync Contacts when clicking on the Contacts tab of your Pipedrive profile in the add-on for Outlook. This will create a new window where you can select specific contacts from your address book that you want to sync with Pipedrive. For example, if you only want to sync contacts related to a particular deal or campaign, you can select these contacts through manual syncing. You can also choose to sync all contacts or contacts without company names if you want to sync all contacts or only contact names without company names respectively. Once you are finished selecting contacts that you want to sync manually, click on Sync now.If you have chosen the automatic syncing function instead of manual syncing, the contacts that you have selected will be synchronized automatically whenever you open your Contacts fpder in Outlook or whenever you open Outlook itself.The integration of Pipedrive with Microsoft Exchange allows sales representatives to access all their sales data in one place without having to switch between different applications. Sales representatives can view leads and fplow up on leads when they are offline because they have all their sales data stored in Microsoft Exchange in addition to Pipedrive.

Benefits of Integration of Microsoft Exchange and Pipedrive

Integrating Microsoft Exchange and Pipedrive enhances the efficiency of businesses by allowing sales representatives to complete tasks faster so that they do not waste time looking for leads or checking their pipeline. It also maximizes productivity by allowing sales representatives to create tasks in Pipedrive immediately after receiving an email from a prospect so that they do not forget to fplow up on leads and prospects later on.The integration of Microsoft Exchange and Pipedrive also saves time for businesses because it eliminates the need for sales representatives to switch between different applications when fplowing up on leads or creating tasks for leads or prospects. They can create tasks in Pipedrive automatically after receiving an email from a prospect so that they do not forget to fplow up later on even if they are offline through integration with Microsoft Exchange.The integration of Microsoft Exchange and Pipedrive also allows businesses to save money because it reduces the number of devices needed by sales teams since they can use one device for managing their contacts and their pipeline at once instead of two separate devices. Furthermore, businesses can save money by reducing infrastructure costs since they only need one application instead of two separate applications for managing their contacts and their pipeline at once instead of two separate devices.

The integration of Microsoft Exchange and Pipedrive allows businesses to improve productivity by making it easier for sales reps to manage their pipeline efficiently. It also enables businesses to reduce infrastructure costs because they only have one application instead of two separate devices for managing their contacts and their pipeline at once instead of two separate devices. Businesses have therefore benefited greatly by integrating Microsoft Exchange and Pipedrive together in order to increase their productivity as well as save costs related to infrastructure by replacing two separate devices with just one application.

The process to integrate Microsoft Exchange and Pipedrive may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.