Microsoft Teams + Pipedrive
Create Pipedrive notes from new Microsoft Teams chat messages
Instantly capture important information from your team's Microsoft Teams conversations by creating a note in Pipedrive with this automation. Whenever a new chat message appears in Microsoft Teams, a note will be created in Pipedrive, ensuring you never lose crucial details from your discussions. Stay organized and keep critical data at your fingertips with this seamless workflow.
Instantly capture important information from your team's Microsoft Teams conversations by creating a note in Pipedrive with this automation. Whenever a new chat message appears in Microsoft Teams, a note will be created in Pipedrive, ensuring you never lose crucial details from your discussions. Stay organized and keep critical data at your fingertips with this seamless workflow.
- When this happens...
New Chat MessageTriggers when a new message is received in a chat.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create NoteCreates a new note.
ActionWriteCreate a new record or update an existing record in your app.
- Free forever for core features
- 14 day trial for premium features & apps
ChatRequired
Exclude messages by you?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTeamRequired
ChannelRequired
MessageRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTeam MemberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TeamRequired
Channel NameRequired
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TeamRequired
ChannelRequired
Message Text Format
Message TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Lead
Triggers when a lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Person
Triggers when an existing person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Filter ID
Status
Board ID
Phase ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFilter By
Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IdRequired
Product Variation IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
Choose where to add the followerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal
Pin note to deal
Person
Pin note to person
Organization
Project
Pin note to organization
Lead
Pin note to lead
Pin note to project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Emails
Phones
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Remove All Existing Labels?
Labels to Remove
Labels to Add
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
DealRequired
Title
Status
Stage
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
ProductRequired
Product Name
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Title
Project
Description
Done
Due Date
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Search Type
Assigned To
Filter
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search By
Term to search forRequired
Search type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch By
Search TermRequired
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search By
Term to search forRequired
Search type
TitleRequired
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
TitleRequired
Person
Organization
Owner
Note
Pin note to lead
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
Source Channel ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Name
Emails
Phones
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
TeamRequired
ChannelRequired
Member
Highlight Word
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Chat
Triggers when a new chat is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTeamRequired
ChannelRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTeamRequired
Channel NameRequired
Description
Favorite for All?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Team Member(s)Required
Message Text Format
Message TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TeamRequired
ChannelRequired
Message IDRequired
Message Text Format
Reply ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChatRequired
Message Text Format
Message TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNew Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
Discount DescriptionRequired
Discount AmountRequired
Discount TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Add Multiple Products?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subject
Owner
Organization
Deal
Lead
Project
Mark as done
Type
Use combined date and time field?
Duration
Is Busy?
Note
Public description
Primary Participant
Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Deal
Person
Organization
Product
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Organization
Owner
Note
Pin note to lead
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ProjectRequired
Description
Done
Due Date
Assignee
Parent Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Subject
Owner
Organization
Deal
Lead
Project
Mark as done
Type
Use combined date and time field?
Duration
Is Busy?
Note
Public description
Primary Participant
Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
PersonRequired
Name
Emails
Phones
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Title
Project Board
Project Phase
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch termRequired
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TermRequired
Exact Match?
Assignee
Project
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Search Type
Owner
Filter
Mark as done
Organization
Deal
Lead
Project
Type
Use combined date and time field?
Duration
Is Busy?
Note
Public description
Primary Participant
Participants
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
TitleRequired
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch termRequired
Exact Match
Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Microsoft Teams
About Pipedrive
Related categories
Related Zap Templates
- Create Pipedrive activities for new Microsoft Teams chats
- Create Microsoft Teams chat messages for new Pipedrive deals
- Send Microsoft Teams message for new Pipedrive deals
- Send channel messages in Microsoft Teams for new Pipedrive leads
- Create Microsoft Teams channels for new Pipedrive deals
- Trigger channel messages in Microsoft Teams for new activity matching filters in Pipedrive
- Create Pipedrive deals from new Microsoft Teams channel messages
- Send Microsoft Teams channel messages for new Pipedrive activities
- Send Microsoft Teams chat messages for new Pipedrive activities
- Send channel messages in Microsoft Teams for new persons in Pipedrive
- Send channel messages in Microsoft Teams when new deal matching filters occur in Pipedrive
- Send chat messages in Microsoft Teams for new people in Pipedrive
- Send Microsoft Teams channel messages for updated deal stages in Pipedrive
- Update Microsoft Teams with chat messages when deal stages change in Pipedrive
- Send chat messages in Microsoft Teams for new leads in Pipedrive
- Send channel messages in Microsoft Teams for updated deals in Pipedrive
- Send Microsoft Teams chat messages for updated deals in Pipedrive
- Match and send chat messages in Microsoft Teams for new activity filters in Pipedrive
- Send chat messages in Microsoft Teams for matching persons in Pipedrive
- "trigger new Pipedrive deal matching filters to send chat messages in Microsoft Teams"
Related Zap Templates
- Create Pipedrive activities for new Microsoft Teams chats
- Send channel messages in Microsoft Teams for new Pipedrive leads
- Create Pipedrive deals from new Microsoft Teams channel messages
- Send channel messages in Microsoft Teams for new persons in Pipedrive
- Send Microsoft Teams channel messages for updated deal stages in Pipedrive
- Create Microsoft Teams chat messages for new Pipedrive deals
- Create Microsoft Teams channels for new Pipedrive deals
- Send Microsoft Teams channel messages for new Pipedrive activities
- Send channel messages in Microsoft Teams when new deal matching filters occur in Pipedrive
- Update Microsoft Teams with chat messages when deal stages change in Pipedrive
- Send Microsoft Teams message for new Pipedrive deals
- Trigger channel messages in Microsoft Teams for new activity matching filters in Pipedrive
- Send Microsoft Teams chat messages for new Pipedrive activities
- Send chat messages in Microsoft Teams for new people in Pipedrive
- Send chat messages in Microsoft Teams for new leads in Pipedrive