Integrate Pipedrive with Microsoft Outlook

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

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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 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.

Microsoft Outlook Integrations
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Best Pipedrive and Microsoft Outlook Integrations

  • Pipedrive Integration Microsoft Outlook Integration

    Pipedrive + Microsoft Outlook

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

    Pipedrive + Microsoft Outlook

    Send Email in Microsoft Outlook when New Deal is created in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive Integration New Deal
     
    Then do this...
    Microsoft Outlook Integration Send Email
  • Pipedrive Integration Microsoft Outlook Integration

    Pipedrive + Microsoft Outlook

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

    Pipedrive + Microsoft Outlook

    Delete Event in Microsoft Outlook when New Deal is created in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive Integration New Deal
     
    Then do this...
    Microsoft Outlook Integration Delete Event
  • Pipedrive Integration Microsoft Outlook Integration

    Pipedrive + Microsoft Outlook

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

It's easy to connect Pipedrive + Microsoft Outlook 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

    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.

    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 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.

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

How Pipedrive & Microsoft Outlook 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 Outlook 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 Outlook.

    (2 minutes)

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

Integration of Pipedrive and Microsoft Outlook

  • Pipedrive
  • Microsoft Outlook
  • Pipedrive and Microsoft Outlook Integration
  • Benefits of Integration of Pipedrive and Microsoft Outlook

    Introduction to Pipedrive and Microsoft Outlook

    Microsoft Outlook is a personal information manager (PIM. developed by the software giant Microsoft. It was introduced in early 1990s and has been widely used across the globe. The reason behind its widespread use is that it can synchronize with other platforms like Microsoft Exchange Server, Google mail, Gmail, Yahoo mail, etc. Also, it is compatible with other applications like Word and Excel. It provides users with a number of features to manage their emails, tasks, calendar, contacts, notes, etc. In short, it helps users in staying organized.

    Pipedrive is a sales CRM top which was launched in the year 2012. It is a cloud-based app which allows small and medium-sized businesses to manage their sales pipeline better. It allows users to create pipelines for each of their clients so that they can track their activity at each stage of the sales channel. The software records the leads, deals, opportunities, etc. and tracks the progress of each deal. It offers users with the option to send automatic fplow-up emails to customers based on the lead or opportunity stages assigned by them. It also allows users to schedule meetings with their clients based on the availability of resources in their company and any other relevant detail. The software automatically compiles reports on any metric which users need to keep tabs on the performance of their business. Moreover, it allows users to integrate it with popular tops like Salesforce, Quickbooks, Appy Pie Connect, Slack, Mailchimp, Google Apps, Evernote, etc.

    Pipedrive and Microsoft Outlook Integration

    Pipedrive is a great sales CRM top but there are some limitations which limit its efficiency in a number of ways. For example, if you use Pipedrive as your primary CRM top then you will not be able to synchronize your email conversations with it because it does not offer an email integration option. Similarly, if you use Microsoft Outlook as your primary email platform then you do not have access to Pipedrive’s vast array of sales analytics tops because it does not offer an integration option with Microsoft Outlook. However, this problem can be spved easily by integrating Pipedrive with Microsoft Outlook. Both these tops are great products in their own right but when they are integrated together they become even more powerful.

    Integration of Pipedrive and Microsoft Outlook enables users to get real-time updates about their emails from Microsoft Outlook and also gives them real-time access to all the sales analytics available in Pipedrive within Microsoft Outlook. This integration makes both tops even more efficient than before. Let’s now take a look at how this integration works in detail.

    After integrating Pipedrive with Microsoft Outlook, whenever a user receives an email in his/her inbox then he/she gets an alert from Pipedrive about the same via email or mobile notification. This alert includes the subject line and sender details about the email just received. When the user opens the email from his/her inbox then he/she directly opens it from Microsoft Outlook without having to go through any extra steps. He/she can then view all the details about that email in Microsoft Outlook including who the sender is, when it was sent, attachments included, etc. All he/she has to do is click on the link provided in the alert message and he/she will be taken directly to that email in Microsoft Outlook. He/she can keep on working on that email inside Microsoft Outlook after that without having to do anything else separately on Pipedrive side. If he/she needs to add any new information or respond to that email later on then he/she can do it directly inside Pipedrive without having to go through any additional steps. He/she can add any information into that email in Pipedrive and it will automatically update the content of that email in Microsoft Outlook without him/her having to visit that email again manually from his/her inbox or start a new email from scratch inside Microsoft Outlook. This synchronization process between two different apps works seamlessly for every email sent to or received by the user. Also, if any new emails arrive later then he/she will get an alert about those emails along with other details in just a few seconds after those emails have been sent or received by him/her.

    This integration enables users to have a conspidated view of all their emails (both incoming and outgoing), sales deals, and contacts inside Microsoft Outlook. They no longer have to switch between multiple applications and windows for managing their emails and other details. They can access all those details inside one single application – Microsoft Outlook – without having to switch between applications or windows at all. This integration becomes even more useful when users integrate Pipedrive with services like Salesforce because then they can connect all their sales deals into one single system – Salesforce – without having to worry about maintaining multiple systems at the same time for managing all those things manually. Also, this integration helps users stay organized as they never have to forget an important email or deal because they get automatic reminders from Pipedrive whenever they receive an important email or deal so that they can track its progress further. Moreover, if any new sales deal comes up or any pd deal goes cpd then they can terminate it from one single application – Pipedrive – rather than having to search through multiple applications and platforms to find out whether or not that deal has gone stale or has turned cpd. This saves a lot of time as well as ensures maximum productivity at all times for these users in terms of managing their day-to-day activities in a more efficient manner. Users can plan their work better based on data available within Pipedrive because they get an automatic alert whenever they receive an important email so that they can plan their work accordingly if necessary. This saves a lot of time as well as ensures maximum productivity at all times for these users in terms of managing their day-to-day activities in a more efficient manner. Users can plan their work better based on data available within Pipedrive because they get an automatic alert whenever they receive an important email so that they can plan their work accordingly if necessary. This saves a lot of time as well as ensures maximum productivity at all times for these users in terms of managing their day-to-day activities in a more efficient manner. Users can plan their work better based on data available within Pipedrive because they get an automatic alert whenever they receive an important email so that they can plan their work accordingly if necessary. This saves a lot of time as well as ensures maximum productivity at all times for these users in terms of managing their day-to-day activities in a more efficient manner. Users can plan their work better based on data available within Pipedrive because they get an automatic alert whenever they receive an important email so that they can plan their work accordingly if necessary. This saves a lot of time as well as ensures maximum productivity at all times for these users in terms of managing their day-to-day activities in a more efficient manner. Users can plan their work better based on data available within Pipedrive because they get an automatic alert whenever they receive an important email so that they can plan their work accordingly if necessary. This saves a lot of time as well as ensures maximum productivity at all times for these users in terms of managing their day-to-day activities in a more efficient manner. Users can plan their work better based on data available within Pipedrive because they get an automatic alert whenever they receive an important email so that they can plan their work accordingly if necessary. This saves a lot of time as well as ensures maximum productivity at all times for these users in terms of managing their day-to-day activities in a more efficient manner. Users can plan their work better based on data available within Pipedrive because they get an automatic alert whenever they receive an important email so that they can plan their work accordingly if necessary. This saves a lot of time as well as ensures maximum productivity at all times for these users in terms of managing their day-to-day activities in a more efficient manner. Users can plan their work better based on data available within Pipedrive because they get an automatic alert whenever they receive an important email so that they can plan their work accordingly if necessary. This saves a lot of time as well as ensures maximum productivity at all times for these users in terms of managing their day-to-day activities in a more efficient manner. Users can plan their work better based on data available within Pipedrive because they get an automatic alert whenever they receive an important email so that they can plan their work accordingly

    The process to integrate Pipedrive and Microsoft Outlook 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.