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Office 365 + Pipedrive Integrations

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

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.

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 Office 365 and Pipedrive Integrations

  • Office 365 Office 365

    Pipedrive + Office 365

    Update Office 365 with new Pipedrive contacts Read More...
    When this happens...
    Office 365 New Person
     
    Then do this...
    Office 365 Create Contact
    If you're looking for an easier way to add all your Pipedrive contacts to Office 365, you have come to the right place. Set it up and every time a new contact is added in your Pipedrive account, we will automatically add it to Office 365, keeping you free from repetitive manual work in the process. Enjoy the benefits of workflow automation, integrate Pipedrive with Office 365 now!
    How It Works
    • A new person is added in Pipedrive
    • Appy Pie Connect adds it to Office 365
    What is Needed
    • A Pipedrive account
    • An Office 365 account
  • Office 365 Trello

    Office 365 + Trello

    Create Trello Cards from new Office 365 emails Read More...
    When this happens...
    Office 365 New Email
     
    Then do this...
    Trello Create Card
    Keeping up with Office 365 emails that you need to take an action on is really difficult when you receive hundreds of emails in a day. With this integration, you can automatically create Trello cards for those mails to follow up later. After setting this integration up, we will automatically create a card in Trello for every new email received on your Office 365 account. Our Office 365-Trello integration allows you to take rapid action on your Office 365 emails by converting them into Trello cards.
    How It Works
    • A new email is received in Office 365
    • Appy Pie Connect creates a new Trello card on a chosen board
    What You Need
    • An Office 365 account
    • A Trello account
  • Office 365 Slack

    Office 365 + Slack

    Receive Slack alert messages for every new Office 365 event Read More...
    When this happens...
    Office 365 New Event
     
    Then do this...
    Slack Send Channel Message
    Set up this Slack – Office 365 integration and we will watch your Office 365 account for you. After setting up this integration, we will send a notification to your chosen Slack channel every time a new event is created in associated Office 365 calendar. Our automation platform enables you to set up this Connect in a few minutes without having to write a single line of code. So, stay on top of your schedule at all times by integrating your Office 365 calendar with Slack now.
    How This Integration Works
    • A new event is created in your chosen Office 365 calendar
    • Appy Pie Connect sends a notification to your chosen Slack channel
    What Is Needed for This Integration
    • An Office 365 account
    • A Slack account
  • Office 365 Slack

    Office 365 + Slack

    Get notifications in Slack for new Office 365 emails (containing subject, sender, body preview and link to email) Read More...
    When this happens...
    Office 365 New Email
     
    Then do this...
    Slack Send Channel Message
    Once you set this integration up, Appy Pie Connect will automatically send a notification directly to your Slack channel where every team member can see the upcoming tasks. This integration will help you keep all your team members on the same page and prevent miscommunication and lack of collaboration. This Connect sends notifications, containing email subject, snippet (body preview), sender name, and link to email.
    How This Integration Works
    • An email is received on Office 365
    • Appy Pie Connect sends a notification to the Slack channel of your choice
    What You Need
    • An Office 365 account
    • A Slack account
  • Office 365 Todoist

    Office 365 + Todoist

    Create Todoist tasks from new Office 365 emails Read More...
    When this happens...
    Office 365 New Email
     
    Then do this...
    Todoist Create Task
    Turn your Office 365 emails into Todoist tasks with Office 365 – Todoist automation from Appy Pie Connect. Once you’ve established this integration, whenever a new email is received in Office 365, we will automatically turn it to Todoist task, so you never miss an important email again. Don’t waste another minute! Automate your workflow in minutes without any programming knowledge.
    How This Integration Works
    • A new email is received in your Office 365 account
    • Appy Pie Connect automatically creates a new task in Todoist
    What You Need
    • An Office 365 account
    • A Todoist account
  • Office 365 Todoist

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    {{item.message}} Read More...
    When this happens...
    Office 365 {{item.triggerTitle}}
     
    Then do this...
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Connect Office 365 + Pipedrive in easier way

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

    Triggers
  • 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.

  • 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 Person

    Triggers when a new person is added.

    Actions
  • 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.

  • 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.

How Office 365 & Pipedrive Integrations Work

  1. Step 1: Choose Office 365 as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Office 365 with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Pipedrive as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Pipedrive with Appy Pie Connect.

    (2 minutes)

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

Integration of Office 365 and Pipedrive

Office 365 is a software suite developed by Microsoft, consisting of office applications such as Word, PowerPoint, and Excel. It also includes SkyDrive, a cloud storage system.A full list of office applications can be found here [2].Pipedrive is a CRM (Customer Relationship Management. software, developed by Pipedrive OÜ.It enables businesses to manage their sales pipeline, contacts and leads into one place.A full list of features can be found here [3].

Microsoft has an online marketplace called the Office store [4], which allows users to download and install applications that are compatible with all versions of Office [5].Using these applications is not limited to only Microsoft Office, as they can be installed on other operating systems such as Linux [6] and OS X [7].Outlook and OneNote are also compatible with other operating systems like Android and iOS [8]. Applications developed for Windows 8 Metro just need to be made available through the Office store in order to be used with office 365.

Benefits of Integration of Office 365 and Pipedrive

The integration of Office 365 and Pipedrive provides multiple benefits for business.

1. Accessibility of Files from AnywhereOne of the biggest benefits of using both of these programs together is that it allows you to access your files from anywhere. Whether you are at home on your laptop or at work on your desktop, you will have access to all of your files, as long as both programs are installed. This means that you will not have to wait until you get back to your desk to do something in Word if you need to make some last minute changes. You can do it from anywhere.2. Easy Creation of DataAnother benefit is the ease of creating data with these programs together. If you have been using Microsoft Office for years, you already know how to use the applications inside out. You don't have to go through the process of learning how to use different programs. You can use what you already know and apply it to new programs that integrate with what you already use. This means that you will not lose any time learning how to use new software when you want to get something done. You can just get it done faster.3. CplaborationAnother great benefit to using both programs together is cplaboration. When you create something in Microsoft Office Word, you can share it with others so they can edit it or add onto it if they want to. This is similar to Google Drive, where multiple people can contribute to a document at one time. The difference between this and Google Drive is that the documents never go away unless you delete them on purpose. They stay there for you and anyone else who has contributed to them.4. Online AccessibilityAnother great benefit is the ability to access your documents from anywhere as long as you have an internet connection. You can edit your files from home or while you are on vacation. You don't have to be in the same location as the files that you want to edit. This creates an easy way for you to access your documents from anywhere with an internet connection.

The process to integrate Office 365 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.