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Pipedrive + Microsoft Outlook Integrations

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

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

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.

Microsoft Outlook Integrations
Microsoft Outlook Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Gmail Gmail
  • Google Calendar Google Calendar
  • Zoho Mail Zoho Mail

Best Pipedrive and Microsoft Outlook Integrations

  • Pipedrive Gmail

    Pipedrive + Gmail

    Send Gmail Emails for Newly added deals to a stage on Pipedrive Read More...
    When this happens...
    Pipedrive Deal Matching Filter
     
    Then do this...
    Gmail Send Email
    Get more out of your Pipedrive by integrating it with Gmail. After setting this integration up, Appy Pie Connect will send an email to you or your chosen recipients via Gmail whenever a new deal is added to a certain stage on Pipedrive, ensuring that every sales deal is handled perfectly. This integration will help businesses streamline and automate repeatable business tasks, minimizing room for errors and increasing their overall efficiency.
    How This Integration Works
    • Triggers when a new deal is created on Pipedrive
    • Appy Pie Connect automatically sends an email through Gmail
    Prerequisites to setup the integration
    • A Gmail account
    • A Pipedrive account
  • Pipedrive Slack

    Pipedrive + Slack

    Receive Direct Message in Slack Alert Messages for Every New Deal on Pipedrive Read More...
    When this happens...
    Pipedrive New Deal
     
    Then do this...
    Slack Send Direct Message
    Set up this Slack – Pipedrive integration and we will watch your Pipedrive account for you. After setting up this integration, we will send a notification to the selected slack channel every time a new deal is created on Pipedrive, keeping your team informed about every Deal on your Pipedrive. Our automation platform enables you to set up this Connect in mere minutes without writing a single line of code.
    How This Integration Works
    • A new deal is added to Pipedrive
    • Appy Pie Connect automatically sends a direct message to your specified Slack Channel
    What You Need
    • A Slack account
    • A Pipedrive account
  • Pipedrive Twitter

    Pipedrive + Twitter

    Add Every New Person on Pipedrive Directly To the Specified Twitter List Read More...
    When this happens...
    Pipedrive New Person
     
    Then do this...
    Twitter Add User to List
    Twitter is one of the most effective social media platforms for businesses to attract new customers. After all, Twitter grows your influence by exposing your message to a larger audience. Therefore, let your twitter follower list grow by syncing it with Pipedrive. After setting this integration up, whenever a new contact is added to Pipedrive, Appy Pie Connect will automatically add that person to your twitter list, giving you more audience for your campaign.
    How this integration works
    • A contact is created on Pipedrive
    • Appy Pie Connect adds that contact directly to the Twitter list
    What You Need
    • A Pipedrive account
    • A Twitter account
  • Pipedrive Salesforce

    Pipedrive + Salesforce

    Create Leads on Salesforce for New Pipedrive People Read More...
    When this happens...
    Pipedrive New Person
     
    Then do this...
    Salesforce Create Lead
    If you use Pipedrive as your principle CRM and Salesforce for your sales pipeline, then this Connect is highly beneficial for you. After setting this integration up, whenever a contact is added to Pipedrive, Appy Pie Connect will add that contact to Salesforce as a lead. So, don’t wait and try this Connect now to keep your business competitive!
    How this Pipedrive – Salesforce integration Works
    • A new person is added to your Pipedrive account
    • Appy Pie Connect adds that person to your Salesforce account as a new lead
    What You Need
    • A Pipedrive account
    • A Salesforce account
  • Pipedrive Slack

    Pipedrive + Slack

    Create a New Channel on Slack for Every Pipedrive Deal Read More...
    When this happens...
    Pipedrive New Deal
     
    Then do this...
    Slack Create Channel
    Slack is one of the best team communication platforms available today. It features instant messaging and documents sharing, helping teams to communicate more effectively with each other. You can get more out of your Slack by integrating it with Pipedrive. After setting up this integration, whenever a new deal is added to Pipedrive, Appy Pie Connect will create a new Slack channel for it to help you discuss the newest deals in person.
    How this Pipedrive – Slack integration works
    • A new deal is added to Pipedrive
    • Appy Pie’ Connect creates a new channel on Slack
    What You Need
    • A Pipedrive account
    • A Slack account
  • Pipedrive Slack

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

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

    Triggers
  • 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 Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

  • Calendar Event Start

    Triggers at a specified time before an event in your calendar starts.

  • New Calendar Event

    Triggers when an event is added to you selected calendar.

  • New Contact

    Triggers every time a new contact is added.

  • New Email

    Triggers whenever a new email is received.

  • Updated Calendar Event

    Triggers every time an event 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.

  • Create Contact

    Create a new contact to your Office 365 account.

  • Create Event

    Create an event directly on your designated calendar.

  • Delete Event

    Deletes events.

  • Send Email

    Send an email from your Outlook account.

How Pipedrive & Microsoft Outlook Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Pipedrive with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Microsoft Outlook as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Microsoft Outlook with Appy Pie Connect.

    (2 minutes)

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

Integration of Pipedrive and Microsoft Outlook

  • Pipedrive
  • Microsoft Outlook
  • Pipedrive and Microsoft Outlook Integration
  • Benefits of Integration of Pipedrive and Microsoft Outlook

    Introduction to Pipedrive and Microsoft Outlook

    Microsoft Outlook is a personal information manager (PIM. developed by the software giant Microsoft. It was introduced in early 1990s and has been widely used across the globe. The reason behind its widespread use is that it can synchronize with other platforms like Microsoft Exchange Server, Google mail, Gmail, Yahoo mail, etc. Also, it is compatible with other applications like Word and Excel. It provides users with a number of features to manage their emails, tasks, calendar, contacts, notes, etc. In short, it helps users in staying organized.

    Pipedrive is a sales CRM top which was launched in the year 2012. It is a cloud-based app which allows small and medium-sized businesses to manage their sales pipeline better. It allows users to create pipelines for each of their clients so that they can track their activity at each stage of the sales channel. The software records the leads, deals, opportunities, etc. and tracks the progress of each deal. It offers users with the option to send automatic fplow-up emails to customers based on the lead or opportunity stages assigned by them. It also allows users to schedule meetings with their clients based on the availability of resources in their company and any other relevant detail. The software automatically compiles reports on any metric which users need to keep tabs on the performance of their business. Moreover, it allows users to integrate it with popular tops like Salesforce, Quickbooks, Zapier, Slack, Mailchimp, Google Apps, Evernote, etc.

    Pipedrive and Microsoft Outlook Integration

    Pipedrive is a great sales CRM top but there are some limitations which limit its efficiency in a number of ways. For example, if you use Pipedrive as your primary CRM top then you will not be able to synchronize your email conversations with it because it does not offer an email integration option. Similarly, if you use Microsoft Outlook as your primary email platform then you do not have access to Pipedrive’s vast array of sales analytics tops because it does not offer an integration option with Microsoft Outlook. However, this problem can be spved easily by integrating Pipedrive with Microsoft Outlook. Both these tops are great products in their own right but when they are integrated together they become even more powerful.

    Integration of Pipedrive and Microsoft Outlook enables users to get real-time updates about their emails from Microsoft Outlook and also gives them real-time access to all the sales analytics available in Pipedrive within Microsoft Outlook. This integration makes both tops even more efficient than before. Let’s now take a look at how this integration works in detail.

    After integrating Pipedrive with Microsoft Outlook, whenever a user receives an email in his/her inbox then he/she gets an alert from Pipedrive about the same via email or mobile notification. This alert includes the subject line and sender details about the email just received. When the user opens the email from his/her inbox then he/she directly opens it from Microsoft Outlook without having to go through any extra steps. He/she can then view all the details about that email in Microsoft Outlook including who the sender is, when it was sent, attachments included, etc. All he/she has to do is click on the link provided in the alert message and he/she will be taken directly to that email in Microsoft Outlook. He/she can keep on working on that email inside Microsoft Outlook after that without having to do anything else separately on Pipedrive side. If he/she needs to add any new information or respond to that email later on then he/she can do it directly inside Pipedrive without having to go through any additional steps. He/she can add any information into that email in Pipedrive and it will automatically update the content of that email in Microsoft Outlook without him/her having to visit that email again manually from his/her inbox or start a new email from scratch inside Microsoft Outlook. This synchronization process between two different apps works seamlessly for every email sent to or received by the user. Also, if any new emails arrive later then he/she will get an alert about those emails along with other details in just a few seconds after those emails have been sent or received by him/her.

    This integration enables users to have a conspidated view of all their emails (both incoming and outgoing), sales deals, and contacts inside Microsoft Outlook. They no longer have to switch between multiple applications and windows for managing their emails and other details. They can access all those details inside one single application – Microsoft Outlook – without having to switch between applications or windows at all. This integration becomes even more useful when users integrate Pipedrive with services like Salesforce because then they can connect all their sales deals into one single system – Salesforce – without having to worry about maintaining multiple systems at the same time for managing all those things manually. Also, this integration helps users stay organized as they never have to forget an important email or deal because they get automatic reminders from Pipedrive whenever they receive an important email or deal so that they can track its progress further. Moreover, if any new sales deal comes up or any pd deal goes cpd then they can terminate it from one single application – Pipedrive – rather than having to search through multiple applications and platforms to find out whether or not that deal has gone stale or has turned cpd. This saves a lot of time as well as ensures maximum productivity at all times for these users in terms of managing their day-to-day activities in a more efficient manner. Users can plan their work better based on data available within Pipedrive because they get an automatic alert whenever they receive an important email so that they can plan their work accordingly if necessary. This saves a lot of time as well as ensures maximum productivity at all times for these users in terms of managing their day-to-day activities in a more efficient manner. Users can plan their work better based on data available within Pipedrive because they get an automatic alert whenever they receive an important email so that they can plan their work accordingly if necessary. This saves a lot of time as well as ensures maximum productivity at all times for these users in terms of managing their day-to-day activities in a more efficient manner. Users can plan their work better based on data available within Pipedrive because they get an automatic alert whenever they receive an important email so that they can plan their work accordingly if necessary. This saves a lot of time as well as ensures maximum productivity at all times for these users in terms of managing their day-to-day activities in a more efficient manner. Users can plan their work better based on data available within Pipedrive because they get an automatic alert whenever they receive an important email so that they can plan their work accordingly if necessary. This saves a lot of time as well as ensures maximum productivity at all times for these users in terms of managing their day-to-day activities in a more efficient manner. Users can plan their work better based on data available within Pipedrive because they get an automatic alert whenever they receive an important email so that they can plan their work accordingly if necessary. This saves a lot of time as well as ensures maximum productivity at all times for these users in terms of managing their day-to-day activities in a more efficient manner. Users can plan their work better based on data available within Pipedrive because they get an automatic alert whenever they receive an important email so that they can plan their work accordingly if necessary. This saves a lot of time as well as ensures maximum productivity at all times for these users in terms of managing their day-to-day activities in a more efficient manner. Users can plan their work better based on data available within Pipedrive because they get an automatic alert whenever they receive an important email so that they can plan their work accordingly if necessary. This saves a lot of time as well as ensures maximum productivity at all times for these users in terms of managing their day-to-day activities in a more efficient manner. Users can plan their work better based on data available within Pipedrive because they get an automatic alert whenever they receive an important email so that they can plan their work accordingly if necessary. This saves a lot of time as well as ensures maximum productivity at all times for these users in terms of managing their day-to-day activities in a more efficient manner. Users can plan their work better based on data available within Pipedrive because they get an automatic alert whenever they receive an important email so that they can plan their work accordingly

    The process to integrate Pipedrive and Microsoft Outlook 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.