Integrating Pipedrive with Microsoft Outlook by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Pipedrive and Microsoft Outlook
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Award Winning App Integration Platform
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.
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It's easy to connect Pipedrive + Microsoft Outlook without coding knowledge. Start creating your own business flow.
- Triggers
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Deal Matching FilterTriggers every time a deal matches a Pipedrive filter.
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New Activity
Triggers upon an addition of a new activity in Pipedrive.
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New Deal
Triggers every time a new deal is created.
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New Organization
Triggers when a new organization is created.
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New Person
Triggers when a new person is added.
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Organization Matching Filter
Triggers every time an organization matches a Pipedrive filter.
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Person Matching Filter
Triggers whenever a person matches a Pipedrive filter.
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Updated Deal
Triggers upon a updation in an existing deal.
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Updated Organization
Triggers when changes are made in an existing organization.
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Updated Person
Triggers when an existing contact is updated.
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Calendar Event StartTriggers at a specified time before an event in your calendar starts.
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New Calendar Event
Triggers when an event is added to you selected calendar.
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New Contact
Triggers every time a new contact is added.
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New Email
Triggers whenever a new email is received.
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Updated Calendar Event
Triggers every time an event is updated.
- Actions
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Create Activity
Creates a new activity.
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Create Deal
Creates a new deal.
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Create Note
Creates a new note.
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Create Organization
Creates a new organization.
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Create Person
Creates a new person.
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Update Deal
Updates an existing deal.
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Update Organization
Updates an existing organization.
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Update Person
Updates an existing person.
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Create Contact
Create a new contact to your Office 365 account.
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Create Event
Create an event directly on your designated calendar.
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Delete Event
Deletes events.
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Send Email
Send an email from your Outlook account.
How Pipedrive & Microsoft Outlook Integrations Work
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Step 1: Choose Pipedrive as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Microsoft Outlook as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Pipedrive to Microsoft Outlook.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.