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Integrate Microsoft Dynamics 365 CRM with Pipedrive to automate your work

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Microsoft Dynamics 365 CRM with Pipedrive - no code necessary. See how you can get setup in minutes.

Select a trigger from Microsoft Dynamics 365 CRM

A trigger is an event that starts your Zap and runs the workflow. For example, with Microsoft Dynamics 365 CRM, a trigger could be "New Account."
A trigger is the event that kicks off your automated workflow.

Setup an action from Pipedrive

An action is what takes place after the automation is triggered. For example, with Pipedrive, the action could be "Add Label to Person."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Microsoft Dynamics 365 CRM to Pipedrive

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Triggers and actions are the main components of every automated workflow.

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Make work flow with AI

Level up your Microsoft Dynamics 365 CRM to Pipedrive integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Microsoft Dynamics 365 CRM + Pipedrive integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Dynamics 365 CRM and Pipedrive

How do I integrate Microsoft Dynamics 365 CRM with Pipedrive using our platform?

Integration can be achieved by setting up workflows where specific actions in one app trigger automated actions in the other. For instance, a new lead created in Dynamics 365 can automatically create a deal in Pipedrive.

What triggers and actions are available for the integration between Microsoft Dynamics 365 and Pipedrive?

Triggers include new leads or account updates in Dynamics, while actions can include deal creation or update in Pipedrive. Conversely, a won deal in Pipedrive can trigger updates to records or tasks back in Dynamics.

Are there any limitations on data fields that can be synchronized between Dynamics 365 CRM and Pipedrive?

While most standard fields are supported, custom fields might require advanced mapping. We advise reviewing field compatibility during setup to ensure seamless synchronization.

Is there a way to automate the syncing process between the two platforms?

Yes, you can set up automated workflows that run based on your defined triggers and actions. For example, you can configure it so that every time a contact is added in one system, it’s automatically added to the other.

Can I customize which data points are transferred during the integration process?

Certainly! You have the ability to specify exactly which data points are transferred by configuring your triggers and actions within each integration workflow you create.

How often does the synchronization happen between Dynamics 365 and Pipedrive?

The synchronization frequency depends on how you set up your workflows. It can be near real-time or batched at specific intervals - whichever best suits your business needs.

What should I do if I encounter errors during the integration setup?

If errors occur, check for field mapping issues and ensure all required permissions are granted for both applications. Our support team is available to assist with troubleshooting these setups if needed.

Connect Microsoft Dynamics 365 CRM and Pipedrive to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Microsoft Dynamics 365 CRM and Pipedrive to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

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.