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SharePoint + Pipedrive Integrations

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

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.

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
Pipedrive Alternatives

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Best SharePoint and Pipedrive Integrations

  • SharePoint Gmail

    Pipedrive + Gmail

    Send Gmail Emails for Newly added deals to a stage on Pipedrive Read More...
    When this happens...
    SharePoint 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
  • SharePoint Slack

    Pipedrive + Slack

    Receive Direct Message in Slack Alert Messages for Every New Deal on Pipedrive Read More...
    When this happens...
    SharePoint 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
  • SharePoint Twitter

    Pipedrive + Twitter

    Add Every New Person on Pipedrive Directly To the Specified Twitter List Read More...
    When this happens...
    SharePoint 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
  • SharePoint Salesforce

    Pipedrive + Salesforce

    Create Leads on Salesforce for New Pipedrive People Read More...
    When this happens...
    SharePoint 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
  • SharePoint Slack

    Pipedrive + Slack

    Create a New Channel on Slack for Every Pipedrive Deal Read More...
    When this happens...
    SharePoint 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
  • SharePoint Slack

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

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

    Triggers
  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list created.

  • 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.

    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.

How SharePoint & Pipedrive Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate SharePoint 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 SharePoint and Pipedrive

This article will discuss the benefits of integrating SharePoint and Pipedrive.

In today’s business world, it is very important to keep track of information for effective decision making. In a company, there are many teams like sales and marketing that need to keep track of different information. Nowadays, when companies grow, these teams require different information for effective decision making. This results in different systems being created for each team, which makes it difficult to access data from different systems. As a result, the employees are required to visit each system to get the desired information. The integration of SharePoint and Pipedrive is one way to overcome this problem. By integrating these two systems, it is possible to access information from any system with a single click. This article will discuss the benefits of this integration.

SharePoint is a web-based application used for information sharing between different departments. It contains various portals that help users to manage projects, tasks, documents, etc. By using SharePoint, the employees can access data from different systems by using a single platform. It also works as a great cplaboration top for all employees.

Pipedrive is an online CRM software designed for sales automation. It helps organizations to manage their sales pipeline and activities more efficiently. It also helps to track customer interactions, contact details, feedback, etc. The features of Pipedrive are customizable, and it can be customized according to the company requirements. It has built-in features like lead tracking, sales pipeline management, contact management, etc. With this integration, the employees can use both these tops jointly on a single platform to access required data. This helps them to take faster decisions based on accurate data.

In conclusion, the integration of SharePoint and Pipedrive has several advantages. The overall functionality of a company increases since the employees can access required information by using a single platform. This integration also helps to eliminate the problem of duplicate data entry as it allows automated data transfer between both systems. This integration will also help to eliminate the need for multiple logins as the employees will be able to access both these systems by using a single login.

The process to integrate SharePoint 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.