Integrate Pipedrive with Microsoft Exchange

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

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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

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.

Microsoft Exchange Integrations
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Best Pipedrive and Microsoft Exchange Integrations

  • Pipedrive Integration Microsoft Exchange Integration

    Pipedrive + Microsoft Exchange

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

    Pipedrive + Microsoft Exchange

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

    Pipedrive + Microsoft Exchange

    Create Event from Microsoft Exchange from Organization Matching Filter to Pipedrive Read More...
    Close
    When this happens...
    Pipedrive Integration Organization Matching Filter
     
    Then do this...
    Microsoft Exchange Integration Create Event
  • Pipedrive Integration Microsoft Exchange Integration

    Pipedrive + Microsoft Exchange

    Create Event from Microsoft Exchange from Person Matching Filter to Pipedrive Read More...
    Close
    When this happens...
    Pipedrive Integration Person Matching Filter
     
    Then do this...
    Microsoft Exchange Integration Create Event
  • Pipedrive Integration Microsoft Exchange Integration

    Pipedrive + Microsoft Exchange

    Create Event from Microsoft Exchange from Deal Matching Filter to Pipedrive Read More...
    Close
    When this happens...
    Pipedrive Integration Deal Matching Filter
     
    Then do this...
    Microsoft Exchange Integration Create Event
  • Pipedrive Integration {{item.actionAppName}} Integration

    Pipedrive + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • 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

    Actions
  • 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.

  • Create Event

    Create Event

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

How Pipedrive & Microsoft Exchange Integrations Work

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

    (2 minutes)

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

Integration of Pipedrive and Microsoft Exchange

  • Pipedrive? Pipedrive is an application that helps you to manage your sales, marketing and customer service. It supports more than 30 different billing options and payment methods. Pipedrive allows you to create a list of contacts, which you can use them to separate your leads by their stage of the sales funnel. Pipedrive also enables you to segment your contacts by their last activity, value, number of purchases and revenue. Furthermore, you can use Pipedrive to track your tasks and plan your work.
  • Microsoft Exchange? Microsoft Exchange is a mail server software. It comes with a large amount of capabilities such as email, instant messaging, voice mail, calendar, contacts and task management. In addition, it helps to protect data from corruption and virus attacks. Microsoft Exchange comes with a large amount of tops such as provisioning, discovery and reporting.
  • Integration of Pipedrive and Microsoft Exchange Contacts in Pipedrive and Microsoft Exchange can be connected with each other. By doing so, you can see what customers bought in the past and what items they are interested in currently. In addition, you can send emails with tracking links or "send to" addresses to the contacts in the Pipedrive and Microsoft Exchange accounts. Pipedrive integrates with Outlook by using the add-in “Pipedrive for Outlook”. This add-in allows users to send emails from Outlook and have them created automatically in Pipedrive as new contacts or tasks. The integration of Pipedrive and Microsoft Exchange also allows users to receive emails from Outlook directly into Pipedrive. Moreover, most of the contacts in the "Pipedrive for Outlook Add-In" are available both in the add-in and in the Pipedrive account. In addition, Pipedrive provides the possibility to export all contacts from Pipedrive to your local contact manager like Outlook or Google Contacts. However, this feature is not available through the "Pipedrive for Outlook Add-In".
  • Benefits of Integration of Pipedrive and Microsoft Exchange Integrating Pipedrive and Microsoft Exchange offers numerous benefits such as. • Streamlining Email Management. Sending emails with tracking links or “send to” addresses to the contacts in the Pipedrive and Microsoft Exchange accounts makes it easier for users to monitor the activity of their contacts. • Easy Work Planning. Connecting Pipedrive and Microsoft Exchange allows users to see what customers bought in the past and what items they are interested in currently. This information can be used for assisting them when planning new projects. • Managing Contacts Easily. Pipedrive allows you to create a list of contacts, which you can use them to separate your leads by their stage of the sales funnel. • Easy Tasks Management. You can create tasks in any way you want in Pipedrive, then move them between stages or assign them to specific people from within your contact list. • Easy Cplaboration. Sharing tasks with your cpleagues is easy in Pipedrive because it uses one central system instead of multiple tops like Outlook or Google Calendar. • Easy Reporting. Microsoft Exchange comes with a large amount of tops such as provisioning, discovery and reporting. Users can easily integrate these tops with their existing infrastructure in order to get a better understanding of their business processes.
  • The process to integrate Pipedrive and Microsoft Exchange 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.