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Pipedrive + OneDrive Integrations

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

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 OneDrive

Microsoft OneDrive is a file hosting service and synchronization service operated by Microsoft as part of its web version of Office.

OneDrive Integrations
OneDrive Alternatives

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

  • Google Drive Google Drive
  • Dropbox Dropbox

Best Pipedrive and OneDrive 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

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

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

It's easy to connect Pipedrive + OneDrive 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 File

    Triggers when a new file is added.

  • New Folder

    Triggers when a new folder is added.

    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 Folder

    Creates a new folder.

  • Create New Text File

    Creates a brand new text file from plain text content you specify.

  • Upload File

    Upload an existing file.

How Pipedrive & OneDrive 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 OneDrive as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate OneDrive 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 OneDrive

Pipedrive and OneDrive are two cloud applications that help business people better organize their businesses. OneDrive is Microsoft’s online storage service. It is an alternative to Google Drive, Dropbox, and Box. Pipedrive is a free CRM software that helps SMBs manage their sales leads and revenue. While both products have similar functions, their integration is very different in terms of the platform and workflow.

Conclusion

  • Introduction – Pipedrive
  • The team behind Pipedrive was founded by co-founders Rain Rannu and Taavet Hinrikus who later joined by CEO Alexander Kallberg. Pipedrive was established in Estonia in 2008 and launched in January 2010. The company has two offices; Estonia, and United States. In July 2017, Pipedrive was acquired by Salesforce for $175 million to increase its market share in the US. It has also been ranked by Gartner as a “Leader” in the CRM market segment from 2016 to 2018. (2016, 2017 & 2018.

    – Integration of Pipedrive and OneDrive

    OneDrive allows users to store their documents online and access it even when they are offline through the mobile app. The app has features such as automatic photo uploads, which means photos taken on a phone will automatically be uploaded to OneDrive and the photos can be accessed from any device. Multiple files can be stored in fpders with different permissions to prevent unauthorized access. The app also allows users to share their files with others and easily access them from anywhere. Since the app supports the Office suite, users can also open Excel spreadsheets, Word documents or PowerPoint presentations directly from their phones. OneDrive also provides users with 1TB of storage space free of charge.

    OneDrive can be integrated with other platforms such as GitHub, Google Docs, Slack and Trello to make file sharing easier. It can also integrate with Gmail and Outlook to send emails directly from OneDrive.

    – Benefits of Integration of Pipedrive and OneDrive

    OneDrive’s integration with other platforms makes it easier for users to share their files across different platforms. For example, users can share Excel spreadsheets directly through email without having to scan the document into PDF or use the email attachment function. Users can also edit documents online before saving it again since OneDrive supports the Office suite. The OneDrive mobile app allows users to access their files even when they are offline. In addition, users can store up to 1TB of data on OneDrive for free which means more space for business users who want to keep all their files on one cloud platform instead of multiple platforms.

  • References
  • The process to integrate Pipedrive and OneDrive 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.