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Office 365 + Pipedrive Integrations

Appy Pie Connect allows you to automate multiple workflows between Office 365 and Pipedrive

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Office 365

Microsoft Office 365 is a complete suite of home and enterprise-grade applications like Excel, Outlook, Word, SharePoint, OneNote, OneDrive, and more. Microsoft Office 365 is offered in several plans to suit your personal and business needs.

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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Looking for the Pipedrive Alternatives? Here is the list of top Pipedrive Alternatives

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Best ways to Integrate Office 365 + Pipedrive

  • Office 365 Pipedrive

    Office 365 + Pipedrive

    Create Person to Pipedrive from New Calendar in Office 365 Read More...
    Close
    When this happens...
    Office 365 New Calendar
     
    Then do this...
    Pipedrive Create Person
  • Office 365 Pipedrive

    Office 365 + Pipedrive

    Create Deal to Pipedrive from New Calendar in Office 365 Read More...
    Close
    When this happens...
    Office 365 New Calendar
     
    Then do this...
    Pipedrive Create Deal
  • Office 365 Pipedrive

    Office 365 + Pipedrive

    Create Activity to Pipedrive from New Calendar in Office 365 Read More...
    Close
    When this happens...
    Office 365 New Calendar
     
    Then do this...
    Pipedrive Create Activity
  • Office 365 Pipedrive

    Office 365 + Pipedrive

    Update Person in Pipedrive when New Calendar is created in Office 365 Read More...
    Close
    When this happens...
    Office 365 New Calendar
     
    Then do this...
    Pipedrive Update Person
  • Office 365 Pipedrive

    Office 365 + Pipedrive

    Create Note to Pipedrive from New Calendar in Office 365 Read More...
    Close
    When this happens...
    Office 365 New Calendar
     
    Then do this...
    Pipedrive Create Note
  • Office 365 {{item.actionAppName}}

    Office 365 + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Office 365 + Pipedrive in easier way

It's easy to connect Office 365 + Pipedrive without coding knowledge. Start creating your own business flow.

    Triggers
  • New Calendar

    Triggers once you add a new calendar.

  • New Contact

    Triggers when a new contact is added to your account

  • New Email

    Triggers when a new e-mail is received in your inbox.

  • New Event

    Triggers when a new event is created in your calendar.

  • 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 Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

    Actions
  • Create Contact

    Creates a new contact.

  • Create Event

    Create an event in the calendar of your choice.

  • 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 Person

    Updates an existing person.

How Office 365 & Pipedrive Integrations Work

  1. Step 1: Choose Office 365 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 Office 365 to Pipedrive.

    (2 minutes)

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

Integration of Office 365 and Pipedrive

Office 365 is a software suite developed by Microsoft, consisting of office applications such as Word, PowerPoint, and Excel. It also includes SkyDrive, a cloud storage system.A full list of office applications can be found here [2].Pipedrive is a CRM (Customer Relationship Management. software, developed by Pipedrive OÜ.It enables businesses to manage their sales pipeline, contacts and leads into one place.A full list of features can be found here [3].

Microsoft has an online marketplace called the Office store [4], which allows users to download and install applications that are compatible with all versions of Office [5].Using these applications is not limited to only Microsoft Office, as they can be installed on other operating systems such as Linux [6] and OS X [7].Outlook and OneNote are also compatible with other operating systems like Android and iOS [8]. Applications developed for Windows 8 Metro just need to be made available through the Office store in order to be used with office 365.

Benefits of Integration of Office 365 and Pipedrive

The integration of Office 365 and Pipedrive provides multiple benefits for business.

1. Accessibility of Files from AnywhereOne of the biggest benefits of using both of these programs together is that it allows you to access your files from anywhere. Whether you are at home on your laptop or at work on your desktop, you will have access to all of your files, as long as both programs are installed. This means that you will not have to wait until you get back to your desk to do something in Word if you need to make some last minute changes. You can do it from anywhere.2. Easy Creation of DataAnother benefit is the ease of creating data with these programs together. If you have been using Microsoft Office for years, you already know how to use the applications inside out. You don't have to go through the process of learning how to use different programs. You can use what you already know and apply it to new programs that integrate with what you already use. This means that you will not lose any time learning how to use new software when you want to get something done. You can just get it done faster.3. CplaborationAnother great benefit to using both programs together is cplaboration. When you create something in Microsoft Office Word, you can share it with others so they can edit it or add onto it if they want to. This is similar to Google Drive, where multiple people can contribute to a document at one time. The difference between this and Google Drive is that the documents never go away unless you delete them on purpose. They stay there for you and anyone else who has contributed to them.4. Online AccessibilityAnother great benefit is the ability to access your documents from anywhere as long as you have an internet connection. You can edit your files from home or while you are on vacation. You don't have to be in the same location as the files that you want to edit. This creates an easy way for you to access your documents from anywhere with an internet connection.

The process to integrate Office 365 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.