Integrate Pipedrive with OneDrive

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

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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 OneDrive

Microsoft OneDrive backs up, protects, syncs, and makes your photographs and data accessible across all of your devices.

OneDrive Integrations
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Best Pipedrive and OneDrive Integrations

  • Pipedrive Integration OneDrive Integration

    Pipedrive + OneDrive

    Create Folder to OneDrive from New Deal in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive Integration New Deal
     
    Then do this...
    OneDrive Integration Create Folder
  • Pipedrive Integration OneDrive Integration

    Pipedrive + OneDrive

    Create New Text File to OneDrive from New Deal in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive Integration New Deal
     
    Then do this...
    OneDrive Integration Create New Text File
  • Pipedrive Integration OneDrive Integration

    Pipedrive + OneDrive

    Upload File in OneDrive when New Deal is created in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive Integration New Deal
     
    Then do this...
    OneDrive Integration Upload File
  • Pipedrive Integration OneDrive Integration

    Pipedrive + OneDrive

    Create Folder to OneDrive from New Activity in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive Integration New Activity
     
    Then do this...
    OneDrive Integration Create Folder
  • Pipedrive Integration OneDrive Integration

    Pipedrive + OneDrive

    Create New Text File to OneDrive from New Activity in Pipedrive Read More...
    Close
    When this happens...
    Pipedrive Integration New Activity
     
    Then do this...
    OneDrive Integration Create New Text File
  • 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 + OneDrive in easier way

It's easy to connect Pipedrive + OneDrive 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 File

    Triggers when a new file is added.

  • New Folder

    Triggers when a new folder is added.

    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 Folder

    Creates a new folder.

  • Create New Text File

    Creates a brand new text file from plain text content you specify.

  • Upload File

    Upload an existing file.

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

How Pipedrive & OneDrive 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 OneDrive 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 OneDrive.

    (2 minutes)

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

Integration of Pipedrive and OneDrive

Pipedrive and OneDrive are two cloud applications that help business people better organize their businesses. OneDrive is Microsoft’s online storage service. It is an alternative to Google Drive, Dropbox, and Box. Pipedrive is a free CRM software that helps SMBs manage their sales leads and revenue. While both products have similar functions, their integration is very different in terms of the platform and workflow.

Conclusion

  • Introduction – Pipedrive
  • The team behind Pipedrive was founded by co-founders Rain Rannu and Taavet Hinrikus who later joined by CEO Alexander Kallberg. Pipedrive was established in Estonia in 2008 and launched in January 2010. The company has two offices; Estonia, and United States. In July 2017, Pipedrive was acquired by Salesforce for $175 million to increase its market share in the US. It has also been ranked by Gartner as a “Leader” in the CRM market segment from 2016 to 2018. (2016, 2017 & 2018.

    – Integration of Pipedrive and OneDrive

    OneDrive allows users to store their documents online and access it even when they are offline through the mobile app. The app has features such as automatic photo uploads, which means photos taken on a phone will automatically be uploaded to OneDrive and the photos can be accessed from any device. Multiple files can be stored in fpders with different permissions to prevent unauthorized access. The app also allows users to share their files with others and easily access them from anywhere. Since the app supports the Office suite, users can also open Excel spreadsheets, Word documents or PowerPoint presentations directly from their phones. OneDrive also provides users with 1TB of storage space free of charge.

    OneDrive can be integrated with other platforms such as GitHub, Google Docs, Slack and Trello to make file sharing easier. It can also integrate with Gmail and Outlook to send emails directly from OneDrive.

    – Benefits of Integration of Pipedrive and OneDrive

    OneDrive’s integration with other platforms makes it easier for users to share their files across different platforms. For example, users can share Excel spreadsheets directly through email without having to scan the document into PDF or use the email attachment function. Users can also edit documents online before saving it again since OneDrive supports the Office suite. The OneDrive mobile app allows users to access their files even when they are offline. In addition, users can store up to 1TB of data on OneDrive for free which means more space for business users who want to keep all their files on one cloud platform instead of multiple platforms.

  • References
  • The process to integrate Pipedrive and OneDrive 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.