Create Pipedrive note for new Microsoft Office 365 message
Microsoft Office 365 + Pipedrive Integration
Microsoft Office 365 + Pipedrive Integration
Integrate Microsoft Office 365 to Pipedrive in one click, or tell Integrately AI how you want each contact handled. Create deals, update organizations, log activities, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Calendar event is about to start in Microsoft Office 365- Calendar event is ended in Microsoft Office 365
- Email is received in Microsoft Office 365
- Email is created in Microsoft Office 365
- Calendar event is created in Microsoft Office 365
- Calendar event is started in Microsoft Office 365
- Calendar event is updated in Microsoft Office 365
- Contact is created in Microsoft Office 365
- Contact is updated in Microsoft Office 365
Project is deleted in Pipedrive Instant- Project is updated in Pipedrive Instant
- Project is created in Pipedrive Instant
- Activity is created in Pipedrive Instant
- Activity is updated in Pipedrive Instant
- Activity matches filter in Pipedrive
- Deal is created in Pipedrive Instant
- Deal is updated in Pipedrive Instant
- Deal matches filter in Pipedrive
- Deal stage is updated in Pipedrive Instant
- Lead is created in Pipedrive Instant
- Lead is updated in Pipedrive Instant
- Note is created in Pipedrive Instant
- Note is updated in Pipedrive Instant
- Organization is created in Pipedrive Instant
- Organization is updated in Pipedrive Instant
- Organization matches filter in Pipedrive
- Person is created in Pipedrive Instant
- Person is updated in Pipedrive Instant
- Person matches filter in Pipedrive
- Product is added in Pipedrive Instant
- Product is deleted in Pipedrive Instant
- Product is updated in Pipedrive Instant
2.
- Retrieve Event Attachment in Microsoft Office 365
- Retrieve Message Attachment in Microsoft Office 365
- Send email in Microsoft Office 365
- Create draft email in Microsoft Office 365
- Create event in Microsoft Office 365
- Create contact in Microsoft Office 365
- Update contact in Microsoft Office 365
- Search contact in Microsoft Office 365
- Create activity in Pipedrive
- Update activity in Pipedrive
- Get activity by id in Pipedrive
- Delete activity in Pipedrive
- Create deal in Pipedrive
- Update deal in Pipedrive
- Search deal in Pipedrive
- Get deal by id in Pipedrive
- Convert deal to lead in Pipedrive
- Get deal conversion status in Pipedrive
- Add product to deal in Pipedrive
- Get products of deal in Pipedrive
- Add participant to deal in Pipedrive
- Get Participants by Deal Id in Pipedrive
- Create lead in Pipedrive
- Convert lead to deal in Pipedrive
- Get lead conversion status in Pipedrive
- Search lead in Pipedrive
- Delete deal in Pipedrive
- Create organization in Pipedrive
- Update organization in Pipedrive
- Search organization in Pipedrive
- Get organization by id in Pipedrive
- Delete organization in Pipedrive
- Create person in Pipedrive
- Update person in Pipedrive
- Search person in Pipedrive
- Get person by id in Pipedrive
- Delete person in Pipedrive
- Create product in Pipedrive
- Update product in Pipedrive
- Search product in Pipedrive
- Get product by id in Pipedrive
- Get product variations in Pipedrive
- Delete product in Pipedrive
- Add follower in Pipedrive
- Create note in Pipedrive
- Update note in Pipedrive
- Search note in Pipedrive
- Attach file in Pipedrive
- Get user by id in Pipedrive
- Search user by email in Pipedrive
- Search user by name in Pipedrive
Trusted by experts at...
Ready Workflows for Microsoft Office 365 + Pipedrive Integration
Create contacts, open deals, organise records, schedule activities, and send follow-ups, all in just one click.
Most popular automations
Share updated Pipedrive deal via Microsoft Office 365 message
Pipedrive + Microsoft Office 365 Integration
Create Microsoft Office 365 event for new Pipedrive deal
Pipedrive + Microsoft Office 365 Integration
Create Pipedrive note for new Microsoft Office 365 event
Microsoft Office 365 + Pipedrive Integration
Send Microsoft Office 365 message for new Pipedrive deal
Whenever a new deal is created in your Pipedrive, you'll want to communicate with your team to make sure everyone is on the same page. Sending Microsoft Office 365 message ensures that everyone knows about the new deal and can provide input on the best way to move forward.
This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more deals. In short, this Pipedrive - Microsoft Office 365 integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
See moreThis not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more deals. In short, this Pipedrive - Microsoft Office 365 integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
Send Microsoft Office 365 message for new Pipedrive organization
Pipedrive + Microsoft Office 365 Integration
When Contact is created in Microsoft Office 365 > Check condition > Create lead in Pipedrive
Microsoft Office 365 + Pipedrive Integration
When Person is created in Pipedrive > Check condition > Create contact in Microsoft Office 365
Pipedrive + Microsoft Office 365 Integration
When Contact is updated in Microsoft Office 365 > Check condition > Create lead in Pipedrive
Microsoft Office 365 + Pipedrive Integration
Create Microsoft Office 365 contact for new Pipedrive person
There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.
For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.
Integration of your new Microsoft Office 365 contact and Pipedrive person can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
See moreFor example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.
Integration of your new Microsoft Office 365 contact and Pipedrive person can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Microsoft Office 365 + Pipedrive flow
Save spreadsheets, email subscribers, alert your sales channel, and schedule client calls once your core pair completes. Pick a combination and activate it in one click.
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Microsoft Excel (4)
Microsoft Excel (4) +
Mailchimp (4)
Mailchimp (4) +
Slack (4)
Slack (4) +
Calendly (4)
Calendly (4) +
Zoom (4)
Zoom (4) +
Stripe (4)
Stripe (4) M
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Create a Pipedrive person for every new Microsoft Office 365 contact and add a spreadsheet row in Microsoft Excel
New Microsoft Office 365 contacts become Pipedrive persons instantly while logging details in Microsoft Excel, eliminating manual data entry.
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When a Microsoft Office 365 email is received, update the Pipedrive person and add a spreadsheet row in Microsoft Excel
Log incoming emails from Microsoft Office 365 as spreadsheet rows in Microsoft Excel while updating the corresponding person in Pipedrive.
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Create a Pipedrive deal from a Microsoft Office 365 calendar event and update Microsoft Excel records
Schedule meetings in Microsoft Office 365 and automatically create Pipedrive deals while updating your Microsoft Excel tracking sheet.
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When a Microsoft Office 365 contact is updated, sync the Pipedrive record and log it in Microsoft Excel
Keep Pipedrive person details and Microsoft Excel spreadsheets updated automatically whenever a Microsoft Office 365 contact changes.
Supported triggers and actions for Microsoft Office 365 and Pipedrive
Mix and match to build the exact automation you need
Microsoft Office 365 Triggers & Actions
Calendar event is about to start in Microsoft Office 365
Triggers the automation when event is about to start
Try it → Calendar event is ended in Microsoft Office 365
Triggers the automation when a new event is ended in a calendar
Try it → Email is created in Microsoft Office 365
Triggers the automation when a new email is created
Try it → Calendar event is created in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
Try it → Calendar event is started in Microsoft Office 365
Triggers the automation when a new event is created in a calendar
Try it → Calendar event is updated in Microsoft Office 365
Triggers the automation when a calendar event is updated
Try it → Contact is created in Microsoft Office 365
Triggers the automation when a new contact is created
Try it → Contact is updated in Microsoft Office 365
Triggers the automation when a contact is updated
Try it → Pipedrive Triggers & Actions
Instant
Activity is created in Pipedrive
Triggers the automation when a new activity is created
Try it → Instant
Activity is updated in Pipedrive
Triggers the automation when an activity is updated
Try it → Instant
Deal stage is updated in Pipedrive
Triggers the automation when a deal stage is updated
Try it → Instant
Organization is created in Pipedrive
Triggers the automation when a new organization is created
Try it → Instant
Organization is updated in Pipedrive
Triggers the automation when any organization's profile is modified
Try it → Instant
Person is updated in Pipedrive
Triggers the automation when a person's profile is updated
Try it → Person matches filter in Pipedrive
Triggers the automation when a person matches a specified filter
Try it → What can you automate with Microsoft Office 365 + Pipedrive?
Streamline your sales pipeline by connecting Microsoft Office 365 contacts, emails, and calendar events directly to Pipedrive deals and activities.
🚀
Create Pipedrive deals from Microsoft Office 365 contacts
Automatically generate a new person and deal in Pipedrive the moment a contact is created in Microsoft Office 365. Eliminate manual data entry and keep your sales pipeline moving.
📋
Capture every submitted contact field accurately
Map all available Microsoft Office 365 contact fields into Pipedrive custom fields instead of just names and emails. Your CRM records become comprehensive sources for sales follow-up.
🔔
Alert your team instantly on communication
Trigger instant notifications whenever important emails arrive in Microsoft Office 365 or deals update in Pipedrive. Keep your entire team aligned without switching between tabs.
🔀
Route leads based on submitted criteria
Perform different actions in Pipedrive depending on company size, region, or industry fields submitted through Microsoft Office 365. Ensure high-value prospects reach senior reps immediately.
🔄
Keep Pipedrive updated as contacts change
Synchronize modifications made to Microsoft Office 365 contacts directly into your Pipedrive records. Prevent outdated phone numbers and incorrect email addresses from stalling deals.
🔍
Add or update records without creating duplicates
Search existing Pipedrive database records before creating new entries from Microsoft Office 365. Maintain a clean CRM database with zero duplicate contacts or cluttered accounts.
📅
Sync calendar events to sales activities
Turn Microsoft Office 365 calendar events and meetings into scheduled Pipedrive activities. Track every client touchpoint effortlessly across both platforms.
💬
Extend workflows to team communication apps
Connect Microsoft Office 365 and Pipedrive events to Slack channels for instant team announcements. Keep every department informed of pipeline progress without manual reporting.
And much more...
Who is Microsoft Office 365 + Pipedrive integration for?
Connecting Microsoft Office 365 and Pipedrive helps sales teams, account managers, and founders eliminate manual data entry and keep pipelines instantly updated.
Performance marketers
Sales representatives
Account managers
Customer success teams
Sales operations teams
Business owners
📈
Performance marketers
You're running outreach campaigns across multiple channels but your CRM only updates when someone manually exports contacts, so the pipeline metrics you're reviewing are always a few hours behind — with this integration, every new contact lands in Pipedrive instantly and your data stays current.
⚡
Sales representatives
You need to act fast on inbound enquiries coming into your Microsoft Office 365 inbox, but manual entry delays your outreach until potential buyers have already moved on — automating both apps means every lead creates a Pipedrive deal instantly so you can respond within minutes.
🤝
Account managers
You answer to clients who want to see prompt meeting follow-ups and updated project pipelines, but copying calendar bookings into your CRM takes hours every week — integrating these apps means every Microsoft Office 365 calendar event updates your Pipedrive records automatically.
📊
Customer success teams
The volume of inbound support emails is too high for anyone to keep up with by hand, leading to missed client requests and outdated CRM notes — connecting these apps means every Microsoft Office 365 message creates structured Pipedrive records without manual effort.
🔄
Sales operations teams
You own the handoff between initial contact creation and deal assignment, depending on sales reps to manually transfer lead data across systems — automating both apps means every new Microsoft Office 365 contact populates your Pipedrive pipeline with zero manual errors.
🗂️
Business owners
You need a reliable customer history but keep finding gaps where team members forgot to copy contact details from emails into your CRM — with this integration, every Microsoft Office 365 interaction is logged in Pipedrive for a complete audit trail.
Did you know?
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Why choose Integrately to automate Microsoft Office 365 + Pipedrive
Build and manage your Microsoft Office 365 + Pipedrive automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Office 365 + Pipedrive with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
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Frequently Asked Questions
How do I connect Microsoft Office 365 to Pipedrive?
You can connect Microsoft Office 365 to Pipedrive instantly using 1-click automation on Integrately. Choose from 20 million+ ready templates or ask Integrately AI to build your exact workflow connecting tools like Slack, Microsoft Excel, and Mailchimp.
Can I automatically create Pipedrive deals when a new contact is created in Microsoft Office 365?
Can I connect Microsoft Office 365, Pipedrive, and Slack?
What is a good Zapier alternative for Microsoft Office 365 and Pipedrive?
How does Microsoft Office 365 handle contact creation triggers here?
Can Pipedrive deals be updated automatically from Microsoft Office 365 events?
Do I need coding skills to automate Microsoft Office 365 and Pipedrive?
Is the Microsoft Office 365 and Pipedrive integration free?
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