Microsoft Outlook is a web-based suite of webmail that helps you to connect all of your messages, contacts, tasks, and appointments in one convenient place.
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 IntegrationsMicrosoft Outlook + Pipedrive
Create Person to Pipedrive from New Contact in Microsoft Outlook Read More...Microsoft Outlook + Pipedrive
Create Deal to Pipedrive from New Contact in Microsoft Outlook Read More...Microsoft Outlook + Pipedrive
Create Activity to Pipedrive from New Contact in Microsoft Outlook Read More...Microsoft Outlook + Pipedrive
Update Person in Pipedrive when New Contact is created in Microsoft Outlook Read More...Microsoft Outlook + Pipedrive
Create Note to Pipedrive from New Contact in Microsoft Outlook Read More...It's easy to connect Microsoft Outlook + Pipedrive without coding knowledge. Start creating your own business flow.
Triggers at a specified time before an event in your calendar starts.
Triggers when an event is added to you selected calendar.
Triggers every time a new contact is added.
Triggers whenever a new email is received.
Triggers every time an event is updated.
Triggers every time a deal matches a Pipedrive filter.
Triggers upon an addition of a new activity in Pipedrive.
Triggers every time a new deal is created.
Triggers when a new organization is created.
Triggers when a new person is added.
Triggers every time an organization matches a Pipedrive filter.
Triggers whenever a person matches a Pipedrive filter.
Triggers upon a updation in an existing deal.
Triggers when changes are made in an existing organization.
Triggers when an existing contact is updated.
Create a new contact to your Office 365 account.
Create an event directly on your designated calendar.
Deletes events.
Send an email from your Outlook account.
Creates a new activity.
Creates a new deal.
Creates a new note.
Creates a new organization.
Creates a new person.
Updates an existing deal.
Updates an existing person.
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To start with, I will tell about what is Microsoft Outlook and what is Pipedrive. Then describe the integration of these two applications and explain the benefits of using such a combination. Finally, I will give a brief conclusion to summarize all the above.
Microsoft is a global software corporation that produces and sells computer software, consumer electronics, personal computers, and services. The company was founded by Bill Gates and Paul Allen in 1975. In 2000, Microsoft released their new email client called Microsoft Outlook. At first glance, it seems like just a simple email application but behind the scenes, there are many hidden features. For example, you can completely sync your Outlook contacts with Google Contacts. Also you can sync your calendar entries with Google Calendar. But what we want to mention here is the integration of Outlook and Pipedrive.
Pipedrive is an online sales automation software that helps businesses to manage their sales pipeline. This way, it saves a lot of time for managing clients’ leads by sales representatives. Pipedrive can connect directly to the Outlook contacts list and create a separate Pipedrive account for each contact. It automatically updates your contacts list in Pipedrive when new information is added to your Outlook contacts. You can download an Outlook plugin from Pipedrive that adds an “Add Contact” button to Microsoft Outlook allowing you to import your existing contacts into Pipedrive. This plugin also shows your Pipeline stats based on your contacts in Outlook.
Now let’s talk about the benefits of using Outlook and Pipedrive together. First of all, it saves a lot of time for sales managers who have to properly organize sales leads and ensure they are up-to-date at all times. Moreover, it saves them from filling out numerous forms when working with clients. If a sales manager wants to see how many leads were closed or which ones are still active, then he will use this opportunity to track this information in Pipedrive immediately without any delays. Another great benefit of using Pipedrive is that you will be able to find potential clients who are not yet in your database as well as add new leads to your database based on the data received from social media channels or emails. Pipedrive has an ability to track all sales activities from lead management to fplow-ups and CRM. Another great feature of Pipedrive is its integration with Salesforce, Zendesk, Slack, Google Sheets, Gmail, and many other applications. For example, they have an integrations with the applications that allow you to do things like send emails directly from Pipedrive, get notifications on deals via Slack, build new deals right in your inbox via Gmail etc.
The integration of Microsoft Outlook and Pipedrive allows you to save a lot of time while working with sales leads, sales pipeline, opportunities, clients and overall sales process as well as significantly improve sales performance.
The process to integrate Microsoft Outlook 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.