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Zapier makes it easy to integrate Microsoft Teams with Pipedrive - no code necessary. See how you can get setup in minutes.

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Microsoft Teams
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Microsoft Teams
1. Choose trigger event
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Pipedrive
Pipedrive logo
Pipedrive
2. Choose action
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1. Select the event
Setup
Test
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Microsoft Teams
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Channel" from Microsoft Teams.

Add your action

An action happens after the trigger—such as "Add Discount to Deal" in Pipedrive.

You’re connected!

Zapier seamlessly connects Microsoft Teams and Pipedrive, automating your workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

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Frequently Asked Questions about Microsoft Teams + Pipedrive integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Teams and Pipedrive

How can I integrate Microsoft Teams with Pipedrive?

You can integrate Microsoft Teams with Pipedrive using our platform to automate communication between the two applications. By setting up specific triggers like 'New Deal' in Pipedrive, you can create actions like 'Send Channel Message' in Microsoft Teams.

What are some common triggers for this integration?

Common triggers include 'New Person Created,' 'Deal Updated,' and 'New Activity' in Pipedrive. These can prompt actions in Microsoft Teams such as sending notifications or updating a channel message.

Can I customize notifications for different teams within Microsoft Teams based on Pipedrive updates?

Yes, you can customize notifications by setting up specific triggers for different events in Pipedrive, such as when a deal moves to a new stage. You can then direct these notifications to the appropriate channels within your teams on Microsoft Teams.

How do I set up a workflow that sends messages from Microsoft Teams based on Pipedrive activities?

To set up this workflow, you'll need to use our platform to connect Microsoft Teams and Pipedrive. Choose a trigger event like 'Activity Completed' in Pipedrive, and an action such as 'Post Message' into a Team or Channel on Microsoft Teams.

Are there any limitations when integrating Microsoft Teams with Pipedrive?

While integration offers flexibility, certain limitations may arise based on API restrictions of both platforms. These could affect the frequency of trigger checks or the types of data that can be synchronized between the applications.

Is it possible to alert my sales team through Microsoft Teams about new deals in real-time using this integration?

Yes, by setting up a workflow that includes the trigger 'New Deal' in Pipedrive, we enable real-time alerts sent directly as messages to any chosen channel or team within your Microsoft Teams environment.

What sort of customer support does your platform offer for troubleshooting integration issues?

Our platform provides detailed documentation and dedicated customer support to assist with any troubleshooting needs during the integration process between Microsoft Teams and Pipedrive.

Practical ways you can use Microsoft Teams and Pipedrive

Get notified in Teams for new deals

Stay on top of your sales pipeline by setting up a workflow where every time a new deal is created in Pipedrive, Zapier sends a notification to a Microsoft Teams channel. This ensures that you and your team are immediately informed of potential business opportunities and can act without delay.

Business Owner
Share new Pipedrive leads in Teams

Keep your team informed about freshly added leads in Pipedrive by setting up a workflow where Zapier sends a notification to a Microsoft Teams channel whenever a new lead is created. This helps reduce response time and aligns your team around lead management.

Marketing & Marketing Ops
Track deal stage changes in Teams

Ensure your sales team stays updated by creating a workflow where every time a deal's stage is updated in Pipedrive, Zapier sends a message to a specific channel in Microsoft Teams. This enhances visibility into sales progress and helps maintain team alignment.

Sales Ops

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
    • Team
      Required
    Trigger
    Polling
    Try It
    • Chat
      Required
    • Exclude messages by you?
    Trigger
    Polling
    Try It
    • Team
      Required
    Trigger
    Polling
    Try It
    • Team
      Required
    • Channel
      Required
    • Message
      Required
    Trigger
    Polling
    Try It
    • Team
      Required
    • Channel
      Required
    • Member
    • Highlight Word
    Trigger
    Polling
    Try It
    • Team
      Required
    • Channel
      Required
    Trigger
    Polling
    Try It
    • Team
      Required
    • Channel Name
      Required
    • Description
    • Favorite for All?
    Action
    Write

Learn how to automate Microsoft Teams on the Zapier blog

Learn how to automate Pipedrive on the Zapier blog

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About Microsoft Teams
Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
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About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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