Create Pipedrive note for new Microsoft Teams message
Microsoft Teams + Pipedrive Integration
Microsoft Teams + Pipedrive Integration
Integrate Microsoft Teams to Pipedrive in one click, or tell Integrately AI how you want each deal handled. Create deals from chats, update contacts and activities, alert your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Chat message is received in Microsoft Teams- Message posted in channel in Microsoft Teams
- Channel is created in Microsoft Teams
- New chat is created in Microsoft Teams
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.
- Get chat message in Microsoft Teams
- Search user in Microsoft Teams
- Send channel message in Microsoft Teams
- Send chat message in Microsoft Teams
- Create channel in Microsoft Teams
- Search channel in Microsoft Teams
- Create online meeting in Microsoft Teams
- Get user by ID in Microsoft Teams
- 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 Teams + Pipedrive Integration
Capture leads, organise deals, keep contacts updated, alert your team, and send follow-ups, all in just one click.
Most popular automations
Create Pipedrive note for new Microsoft Teams message
Microsoft Teams + Pipedrive Integration
Share updated Pipedrive deal via Microsoft Teams message
Pipedrive + Microsoft Teams Integration
Send Microsoft Teams 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 Teams 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 Teams 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 Teams integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
Send Microsoft Teams message for new Pipedrive organization
Pipedrive + Microsoft Teams Integration
Send Microsoft Teams message for new Pipedrive person
Anytime a new person is added to your Pipedrive, automatically send them a message through Microsoft Teams letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.
Furthermore, with this Pipedrive - Microsoft Teams integration, you can rest assured that your new person will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.
Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
See moreFurthermore, with this Pipedrive - Microsoft Teams integration, you can rest assured that your new person will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.
Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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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 Teams + Pipedrive flow
Connect your CRM and team communication with email, scheduling, meetings, project tracking, and document tools. Pick a combination and activate it in one click.
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Gmail (3)
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Calendly (3)
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Zoom (3)
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HubSpot (3)
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PandaDoc (3)
PandaDoc (3) P
G
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Send a confirmation email in Gmail when a new Pipedrive deal is created, and notify your team in Microsoft Teams
New Pipedrive deals automatically trigger a welcome email in Gmail and a team notification in Microsoft Teams, eliminating manual outreach delays.
M
P
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When a Microsoft Teams chat message is received, create a deal in Pipedrive and send a follow-up email in Gmail
Important project details shared in Microsoft Teams chats instantly become Pipedrive deals and trigger follow-up emails in Gmail.
P
G
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When a Pipedrive deal stage is updated, send a status update email in Gmail and post a notification in Microsoft Teams
Clients receive prompt updates in Gmail whenever their Pipedrive deal moves stages, while Microsoft Teams keeps internal teams notified.
Supported triggers and actions for Microsoft Teams and Pipedrive
Mix and match to build the exact automation you need
Microsoft Teams Triggers & Actions
Chat message is received in Microsoft Teams
Triggers the automation when a chat message is received
Try it → Message posted in channel in Microsoft Teams
Triggers the automation when a message needs to be sent via SMS
Try it → New chat is created in Microsoft Teams
Triggers the automation when a new conversation is initiated
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 Teams + Pipedrive?
Streamline your sales operations and team communication by automating routine data transfers between your CRM and collaboration hub.
🔄
Sync deals and chats instantly
Automatically create Pipedrive deals whenever important messages arrive in Microsoft Teams, keeping your sales pipeline moving without manual intervention.
📋
Capture complete contact profiles
Transfer every submitted detail from Microsoft Teams discussions into Pipedrive contact fields, ensuring your team has full context on every lead.
📢
Alert your team the moment deals change
Broadcast real-time notifications to specific Microsoft Teams channels whenever new Pipedrive deals are created or updated.
🔀
Route deals based on submitted criteria
Send high-value Pipedrive deals to dedicated Microsoft Teams executive channels while standard leads route to general queues.
⏱️
Keep pipeline stages synchronized
Automatically update Microsoft Teams communication channels whenever a Pipedrive deal moves to a new pipeline stage.
🔍
Prevent duplicate records automatically
Search existing Pipedrive organizations before creating new ones, keeping your CRM database clean and organized.
💼
Manage closed deal statuses
Trigger automated Microsoft Teams announcements and follow-up activities whenever a Pipedrive deal is marked won or lost.
🔌
Extend your workflow to Gmail
Send automated customer emails in Gmail the moment a new Pipedrive deal is created or updated from Microsoft Teams.
And much more...
Who is Microsoft Teams + Pipedrive integration for?
Connect your CRM data with team communication channels so sales reps, managers, and support staff eliminate manual data entry and stay synchronized.
Sales Managers
Account Executives
Customer Success Leads
Operations Coordinators
Business Development Reps
RevOps Specialists
📈
Sales Managers
You're reviewing deal metrics in Microsoft Teams while your pipeline updates in Pipedrive, but manual export delays mean your pipeline reports are always outdated — with this integration, every new deal syncs instantly and your team metrics stay current.
💼
Account Executives
You coordinate client calls in Microsoft Teams and log notes in Pipedrive separately, but forgetting to update records leaves your team guessing on client history — with this integration, every chat and deal detail syncs automatically and client records stay complete.
🤝
Customer Success Leads
You answer client queries in Microsoft Teams channels while tracking support stages in Pipedrive, but disconnected tools cause missed handoffs and delayed follow-ups — with this integration, every interaction triggers instant updates and client satisfaction improves.
⚙️
Operations Coordinators
You manage high volumes of Pipedrive leads and manually broadcast updates in Microsoft Teams, but high workloads cause missed notifications and operational bottlenecks — with this integration, every record change alerts the right channel automatically.
🎯
Business Development Reps
You qualify leads from Microsoft Teams chats and manually create Pipedrive deals, but manual copy-pasting slows down your response times — with this integration, every prospect converts to a CRM deal instantly and outreach begins faster.
📊
RevOps Specialists
You maintain data hygiene across Pipedrive and Microsoft Teams workflows, but missing synchronization steps create data silos and reporting errors — with this integration, every transaction flows seamlessly across your tech stack.
Did you know?
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Microsoft Teams + Pipedrive
Build and manage your Microsoft Teams + Pipedrive automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Teams + 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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
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Frequently Asked Questions
How do I connect Microsoft Teams to Pipedrive?
You can connect Microsoft Teams to Pipedrive instantly using 1-click workflows on Integrately. Choose a ready template, connect your accounts, and let Integrately AI set up the automation for you.
Can I automatically create Pipedrive deals from Microsoft Teams messages?
Can I connect Microsoft Teams, Pipedrive, and Gmail?
What is a good Zapier alternative for Microsoft Teams and Pipedrive?
How does Microsoft Teams data trigger Pipedrive updates?
Can Pipedrive deal updates notify Microsoft Teams channels?
Do I need coding skills to automate Microsoft Teams and Pipedrive?
Is the Microsoft Teams and Pipedrive integration free?
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