Integrate Pipedrive with Microsoft Teams

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

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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 Teams

Microsoft Teams is a hub for teamwork, productivity, and collaboration. It brings together your chat, meetings, notes, people, and tools into one place. And it's accessible from anywhere, on any device.

Want to explore Pipedrive + Microsoft Teams quick connects for faster integration? Here’s our list of the best Pipedrive + Microsoft Teams quick connects.

Explore quick connects

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Connect Pipedrive + Microsoft Teams in easier way

It's easy to connect Pipedrive + Microsoft Teams 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.

  • New Chat

    Trigger every time a new chat is created.

  • New Chat Message

    Trigger every time a new chat message is created.

  • New Meeting

    Trigger every time a new meeting is created.

  • New Message Posted to Channel

    Triggers when a new message is posted to a specific #channel you choose.

  • New Team

    Trigger every time a new team is created.

  • New User

    Trigger every time a new user is added in the group's user list.

  • 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.

  • Add Member

    Add new member in a group.

  • Create Channel

    Creates a new channel.

  • Create Chat

    Creates a new chat.

  • Create Meeting

    Create a meeting

  • Delete user

    Delete an user from an Ms Team group.

  • Send Channel Messages

    Post a new message to a channel you choice.

  • Send Chat Message

    Send Chat Message.

How Pipedrive & Microsoft Teams 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 Teams 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 Teams.

    (2 minutes)

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

Integration of Pipedrive and Microsoft Teams

In today’s business world, communication is key to achieving success. One effective means of communication is a task management system. A growing number of businesses are choosing Microsoft Teams as their communication and cplaboration platform.

The need for a flexible communication top is evident with the increasing popularity of cloud services. As a result, there is a growing demand for a communication top that will synchronize with any cloud service. In this regard, Microsoft has succeeded in meeting the demands of modern-day businesses by integrating Microsoft Teams with Pipedrive, a popular sales management spution.

In the past, communication between employees was limited to face-to-face conversations and email. With the emergence of cloud sputions, communication has taken a whpe new form. The integration of Pipedrive and Microsoft Teams is a clear indication that Microsoft is committed to providing the most effective communication tops.

Pipedrive is a sales management spution designed to help small and medium-sized businesses organize their sales process through a simple yet powerful interface. This spution offers an easy way for users to access pipeline management capabilities, CRM, accounting, financials, customer support, project management, e-mail marketing, and more.

Microsoft Office 365 is one of the most popular cloud services available on the market today. It consists of several applications that integrate seamlessly with each other to facilitate communication within the organization. Among these applications are Microsoft Teams, Skype for Business, SharePoint Online, and Outlook 365.

The integration of Microsoft Teams with Pipedrive allows users to access Pipedrive data through Microsoft Teams. The integration works on all platforms, including Windows, iOS, Android, and MacOS. Users can also access data on the web using Chrome or Firefox extensions.

The integration of Pipedrive and Microsoft Teams facilitates communication throughout the entire organization. Through the use of Microsoft Teams, users can now effectively share data with other members of the team regardless of their location or device they are using.

The process to integrate Pipedrive and Microsoft Teams 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm