Integrate pipelinedeals with Office 365

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

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About pipelinedeals

PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.

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.

Want to explore pipelinedeals + Office 365 quick connects for faster integration? Here’s our list of the best pipelinedeals + Office 365 quick connects.

Explore quick connects

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Connect pipelinedeals + Office 365 in easier way

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

  • Triggers
  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

  • 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.

  • Actions
  • Create Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

  • 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.

How pipelinedeals & Office 365 Integrations Work

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

    (2 minutes)

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

Integration of pipelinedeals and Office 365

In today’s world, businesses and employees are using various devices to access business content, such as. PCs, laptops, tablets, smartphones and so on. Companies are utilizing cloud-based technpogy to make all this possible. Cloud-based technpogies not only help you keep your information safe but also provides easy access of company data from anywhere, anytime. One such cloud based technpogy is pipelinedeals. Pipelinedeals is a cloud based spution that helps businesses stay connected with their customers, partners and employees. It is used to create sales proposals and other document templates. Pipelinedeals makes it possible to build unique documents with inbuilt tops like. mail merges, tables, charting and graphs. With the help of pipelinedeals, you can save time in creating proposals and reports by using existing master documents.

Microsoft Office 365 is a Web-based package that includes Word, Excel, PowerPoint, SharePoint, OneDrive and Skype. The most basic package of Microsoft Office 365 is priced at $6 per user per month, which gives access to all the above mentioned products except for Skype. So if you want to use Skype with Office 365 then you have to pay an additional amount of $2 per user per month. For $12 per user per month you get all services including Skype. This is called the small business plan. Large companies have to pay more than $12 per user per month to use Microsoft Office 365.

Office 365 has three plans – business plans, enterprise plans and education plans. Businesses that have up to 5 users can use the business plans for free for a period of 365 days. After 365 days these companies will have to pay $6 per user per month or $72 per year to continue using Office 365. Companies that have more than 5 users can use the enterprise plans as they have to pay $7 per user per month or $84 per year after the free trial period ends.

Pipelinedeals and Office 365 integration helps you build custom documents quickly and easily without any hassle. It helps you save time in document creation and thereby improve productivity.

The process to integrate pipelinedeals and Office 365 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 November 09,2022 06:11 pm