Pipedrive SharePoint Integration using AI Agents
Appy Pie Automate allows you to Integrate Pipedrive and SharePoint using AI Agents
- No credit card required
- 7 days free trial
- Lightning Fast Setup
20 Million man hours saved
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 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.
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Easily set up Pipedrive SharePoint Integration without coding. Start automating your workflows and Integrate Pipedrive with SharePoint today.
- 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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New Item LineTriggers whenever new item created in the list.
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New List
Triggers whenever new list created.
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Updated List Item
Triggers whenever exiting item updated in the list.
- 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 Item List
Create a new item created in the list
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Update Item List
Update a item in the list.
How Pipedrive and SharePoint 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 SharePoint 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 SharePoint.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.