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Microsoft Teams + Pipedrive

Send chat messages in Microsoft Teams for matching persons in Pipedrive

Enhance team communication with this seamless workflow. When a contact matches a specific filter in Pipedrive, it instantly sparks a chat message in Microsoft Teams. This process ensures that relevant people on your team are immediately aware of essential updates regarding that person, improving efficiency and collaboration.

Enhance team communication with this seamless workflow. When a contact matches a specific filter in Pipedrive, it instantly sparks a chat message in Microsoft Teams. This process ensures that relevant people on your team are immediately aware of essential updates regarding that person, improving efficiency and collaboration.

  1. When this happens...
    PipedrivePipedrive
    Person Matching Filter

    Triggers when a person newly matches a Pipedrive filter for the first time.

    TriggerPolling
  2. automatically do this!
    Microsoft TeamsMicrosoft Teams
    Send Chat Message

    Sends a message in an existing chat.

    ActionWrite
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Supported triggers and actions

    • Activity filterRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    • Deal status

    Trigger
    Polling
    Try It
    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
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microsoft-teams logo

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.