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Integrate SharePoint with Pipedrive

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

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About SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

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

Pipedrive Integrations
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Best ways to Integrate SharePoint + Pipedrive

  • SharePoint Integration Pipedrive Integration

    SharePoint + Pipedrive

    Create Person to Pipedrive from New List in SharePoint Read More...
    Close
    When this happens...
    SharePoint Integration New List
     
    Then do this...
    Pipedrive Integration Create Person
  • SharePoint Integration Pipedrive Integration

    SharePoint + Pipedrive

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

    SharePoint + Pipedrive

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

    SharePoint + Pipedrive

    Update Person in Pipedrive when New List is created in SharePoint Read More...
    Close
    When this happens...
    SharePoint Integration New List
     
    Then do this...
    Pipedrive Integration Update Person
  • SharePoint Integration Pipedrive Integration

    SharePoint + Pipedrive

    Create Note to Pipedrive from New List in SharePoint Read More...
    Close
    When this happens...
    SharePoint Integration New List
     
    Then do this...
    Pipedrive Integration Create Note
  • SharePoint Integration {{item.actionAppName}} Integration

    SharePoint + {{item.actionAppName}}

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

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

    Triggers
  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list created.

  • 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.

    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 Person

    Updates an existing person.

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

How SharePoint & Pipedrive Integrations Work

  1. Step 1: Choose SharePoint 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 Pipedrive 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 SharePoint to Pipedrive.

    (2 minutes)

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

Integration of SharePoint and Pipedrive

In this article, I will try to do a comparison between SharePoint and Pipedrive. In this article, I will describe the fplowing information about SharePoint and Pipedrive:

SharePoint

Pipedrive

Integration of SharePoint and Pipedrive

SharePoint is a cplaboration platform that helps organizations share information in an effective manner. With the help of SharePoint, you can store all your important files in one place. The files can be accessed by every individual in your organization. All users in your organization can share their data with others and coordinate their efforts on the same project. This makes it easy to provide all the information to everyone who needs it. No matter where they are located. You can also track who has accessed a file and when they accessed it.

Pipedrive is a sales management top that helps you keep track of all your sales leads and sales opportunities. It also allows you to manage your pipeline of opportunities and close more deals faster. With the help of this top, you can also contact customers and fplow up on leads. It can also help you identify which leads are most likely to convert.

Benefits of Integration of SharePoint and Pipedrive

With the help of SharePoint and Pipedrive, you can easily keep track of all your files and sales leads. While both SharePoint and Pipedrive have different purposes, they can be integrated in order to achieve greater results. You can also use some features of SharePoint and some features of Pipedrive together. This can help you save a lot of time as well as money.

The process to integrate SharePoint and Pipedrive 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.