Microsoft Exchange + Pipedrive
Create new Pipedrive activities from new Microsoft Exchange emails
Easily manage your sales process with this useful workflow. When you receive a new email in Microsoft Exchange, an activity in Pipedrive is instantly created, ensuring you never miss a potential lead or opportunity. This process not only accelerates your sales cycle but also provides a more organized and seamless client relationship management. Just like that, your sales activities are streamlined, one email at a time.
Easily manage your sales process with this useful workflow. When you receive a new email in Microsoft Exchange, an activity in Pipedrive is instantly created, ensuring you never miss a potential lead or opportunity. This process not only accelerates your sales cycle but also provides a more organized and seamless client relationship management. Just like that, your sales activities are streamlined, one email at a time.
- When this happens...New Email
Triggers when a new e-mail is received in your inbox.
- automatically do this!Create Activity
Creates a new activity.
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Calendar
Time BeforeRequired
Time Before (Unit)Required
Try ItContact Folder
Try ItCalendar
Try ItContact Folder
First NameRequired
Last Name
Email Addresses
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
File As
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
New Calendar Event
Triggers when a new event is created in your calendar.
Try ItNew Email
Triggers when a new e-mail is received in your inbox.
Try ItCalendar
SubjectRequired
Start Date & TimeRequired
End Date & TimeRequired
All Day Event?
Description
Show me as Free or Busy
To Email(s)Required
CC Email(s)
BCC Email(s)
SubjectRequired
Body FormatRequired
BodyRequired
Attachment
