Integrate Microsoft Outlook with Pipedrive

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

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About Microsoft Outlook

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.

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 Outlook and Pipedrive Integrations

  • Microsoft Outlook Integration Pipedrive Integration

    Microsoft Outlook + Pipedrive

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

    Microsoft Outlook + Pipedrive

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

    Microsoft Outlook + Pipedrive

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

    Microsoft Outlook + Pipedrive

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

    Microsoft Outlook + Pipedrive

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

    Microsoft Outlook + {{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 Outlook + Pipedrive in easier way

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

    Triggers
  • Calendar Event Start

    Triggers at a specified time before an event in your calendar starts.

  • New Calendar Event

    Triggers when an event is added to you selected calendar.

  • New Contact

    Triggers every time a new contact is added.

  • New Email

    Triggers whenever a new email is received.

  • Updated Calendar Event

    Triggers every time an event is updated.

  • 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 Contact

    Create a new contact to your Office 365 account.

  • Create Event

    Create an event directly on your designated calendar.

  • Delete Event

    Deletes events.

  • Send Email

    Send an email from your Outlook account.

  • 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 Outlook & Pipedrive Integrations Work

  1. Step 1: Choose Microsoft Outlook 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 Outlook to Pipedrive.

    (2 minutes)

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

Integration of Microsoft Outlook and Pipedrive

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.

    Integration of Microsoft Outlook and Pipedrive

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.

    Benefits of Integration of Microsoft Outlook and Pipedrive

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.