?>

Pipedrive + Office 365 Integrations

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

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 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.

Office 365 Integrations
Office 365 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 Office 365 Integrations

  • Pipedrive Office 365

    Pipedrive + Office 365

    Update Office 365 with new Pipedrive contacts Read More...
    When this happens...
    Pipedrive 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
  • 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 Salesforce

    {{item.triggerAppName}} + {{item.actionAppName}}

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

It's easy to connect Pipedrive + Office 365 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.

  • 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.

    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

    Creates a new contact.

  • Create Event

    Create an event in the calendar of your choice.

  • Send Email

    Send an email from your Outlook account.

How Pipedrive & Office 365 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 Office 365 as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Office 365 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 Office 365

Pipedrive?

Office 365?

Pipedrive?

Pipedrive is a sales management software. It was founded in 2011 and is headquartered in Estonia. It has more than 30,000 customers across the world. It is an online-based software that can be accessed through any device. It is used to organize your leads, manage your sales pipeline, track your activity, create quotes and invoices, and much more. The software can be integrated with many other apps and services such as Slack, Salesforce, Zapier, MailChimp, Google Analytics and many others. In this article I will be outlining the most important features of Pipedrive and its integration with Office 365.

Office 365?

Office 365 is a cloud-based service that offers many features such as Exchange Online, Skype for Business Online, SharePoint Online, OneDrive for Business, and Microsoft Teams. It is a combination of Microsoft’s popular office suite, Microsoft Exchange Server, and Windows Live services. As per Microsoft’s website, “Office 365 makes it easy for businesses to connect people and information anywhere on any device.” There are three different plans available. These are referred to as ‘versions’. They include Enterprise E1, Enterprise E3 and Enterprise E5. The Enterprise E1 plan comes with four licenses for Microsoft Exchange Online, Skype for business online, 20GB of file storage on OneDrive for Business and many other features. The Enterprise E3 plan includes all the above plus unlimited cloud storage for Skype for Business and voice mail cover for up to 250 users. Finally, the Enterprise E5 plan includes all the above plus advanced threat protection with Exchange Online Advanced Threat Protection; compliance management with eDiscovery; 14GB mailbox size; 60 calling minutes per month within North America; advanced security features; a $200 credit towards Skype for Business Online; 25GB of SharePoint Online storage; unlimited OneDrive storage; a dedicated support line; plus many other features. The Enterprise E5 plan costs $12.50 per user per month and the cost of each additional user beyond the first user is $3 per user per month. The Enterprise E3 plan costs $8.33 per user per month and the cost of each additional user beyond the first user is $1 per month per user. The Enterprise E1 plan costs $2 per user per month and the cost of each additional user beyond the first user is $0.50 per user per month. These plans can be scaled up or down depending on your needs and requirements.

Integration of Pipedrive and Office 365

One of the most common requests that we get from our users is that they want to integrate their Pipedrive accounts with their Office 365 account. This allows them to have access to all their data in one place. This is something we always wanted to do but it was not easy to implement at first because there were some technical issues invpved and also there were some legal concerns on part of Microsoft about the integration of their product with an external third-party product like ours. However, these problems were overcome eventually and we managed to develop a system that enabled us to integrate Pipedrive with Office 365. Once you integrate Pipedrive with Office 365 you have access to all your data in one place which makes it very convenient for you to access all your data without needing to switch between two different platforms. Below I will outline how you can go about integrating Pipedrive with Office 365.

Firstly you need to log into your Pipedrive account using your credentials (username and password. When you log into your account you will see an option called ‘Integrations’ which will appear on the left hand side of your screen under the ‘Settings’ tab at the top of your screen. You need to click on ‘Integrations’ to open up the integrations area of your Pipedrive account which will appear on the right hand side of your screen below the ‘Settings’ tab at the top of your screen. Now you need to click on ‘Office 365’ which is the option that appears at the top of your screen at this point. Next you will see another set of options appear on your screen which will give you various different ways to integrate Pipedrive with Office 365. You need to click on ‘Set up email sync’ which is the option that appears at the top of this section under the title ‘Connect Pipedrive with Office 365’. This will lead you to a page where you will need to fill out some details such as what type of Office 365 plan you have, your domain name etc. You will also need to choose which type of integration you want with Office 365 if you are choosing a different option than email sync then you need to enter all other relevant details as well as confirm your email address so that Pipedrive can send you verification links etc. After filling out this form you need to click on ‘Next’ which will take you back to the previous set of options where you need to click on ‘Save’ at the bottom of the page which will activate your integration with Office 365. At this point, you should receive an email from Pipedrive asking you to confirm your new integration with Office 365 by clicking on a link at the end of this email which will take you back to your Pipedrive account where you need to click on ‘Confirm’ in order to complete this process successfully. After confirming your integration with Office 365 you should receive another email from Pipedrive asking you to verify that Office 365 has been integrated with Pipedrive successfully by clicking on a link which will take you back to your Office 365 account where you need to click on ‘Verify now’ in order to complete this process successfully. Once verified, this process will be completed successfully and now both your products will be integrated allowing integration between both these products via email sync as well as via other methods such as importing leads from Pipedrive into Office 365 or exporting contact information from Office 365 into Pipedrive etc. To learn more about how this integration works visit our blog post here where we explain how email sync works in detail.

Benefits of Integration of Pipedrive and Office 365

After setting up this integration it allows seamless communication between both these products which helps make work easier for businesses who use both these products in their everyday lives since they have a single platform where they can access all their data which saves them time and money. With this integration it also allows businesses to use both products simultaneously throughout their day without having to switch back and forth between two different platforms and losing productivity which would be otherwise unavoidable if they didn’t have this integration set up between their two different products like this. Some important benefits include the fplowing:

  • Security. This integration increases security by keeping sensitive data contained within a single platform so that it cannot be exposed or seen by other individuals apart from those who have permission or authorization to view such information thereby preventing unauthorized access or leakage of sensitive information about your organization or business which can cause serious damage if leaked into wrong hands due to carelessness or lack of security ppicies or protocps or proper technical measures being put in place by organizations themselves or third-party service providers who handle confidential information such as emails or files containing sensitive data etc in order to prevent unauthorized access or leakage in case sensitive data falls into wrong hands or eyes (like hackers. This integration helps keep everything safe inside a single platform so that sensitive data does not fall into wrong hands when it could otherwise happen when sensitive data is kept separately in two different places (one place being a third-party product like Pipedrive and another outside source such as an email server. thus increasing security for organizations affected by these leaks or hacks or breaches in security by making sure only authorized individuals can access confidential data through these measures such as 2FA systems or regular password changes etc and permissions/authorizations are given only to individuals who have permission/authorization or are supposed to have access to confidential data contained in two different places (one place being a third-party product like Pipedrive and another outside source such as an email server. thereby preventing unauthorized access or leakage of sensitive information about your organization or business which can cause serious damage if leaked into wrong hands due to carelessness or lack of security ppicies or protocps or proper technical measures being put in place by organizations themselves or third-party service providers who handle confidential information such as emails or files containing sensitive data etc in order to prevent unauthorized access or leakage in case sensitive data falls into wrong hands or eyes (like hackers. This integration helps keep everything safe inside

The process to integrate Pipedrive and Office 365 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.