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Zapier makes it easy to integrate Microsoft Outlook with Pipedrive - no code necessary. See how you can get setup in minutes.
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Microsoft Outlook
Microsoft Outlook
1. Choose trigger event
Pipedrive
Pipedrive
2. Choose action
1. Select the event
Setup
Test
Microsoft Outlook
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Calendar Event Start" from Microsoft Outlook.
Add your action
An action happens after the trigger—such as "Add Discount to Deal" in Pipedrive.
You’re connected!
Zapier seamlessly connects Microsoft Outlook and Pipedrive, automating your workflow.
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.
Create a new record or update an existing record in your app.
Product ID
Required
Product Variation ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Title
Required
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Follower User ID
Required
Choose where to add the follower
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Content
Required
Deal ID
Pin note to deal
Person ID
Pin note to person
Organization ID
Project ID
Pin note to organization
Lead ID
Pin note to lead
Pin note to project
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Person Name
Email Addresses
Phone Numbers
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Title
Required
Project Template
Project Board
Required
Project Phase
Required
Description
Status
Owner
Start Date
End Date
Deals
Organization ID
Person ID
Labels
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Deal
Required
Remove All Existing Labels?
Labels to Remove
Labels to Add
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Copy_null
Deal ID
Required
Title
Status
Stage
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization to Update
Required
Organization Name
Organization Address
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Copy_null
Product ID
Required
Product Name
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead_cost
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Task
Required
Title
Project ID
Description
Done
Due Date
Assignee
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Activity Subject
Search Type
Activity Owner
Activity Filter
Completion Status
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search type
Include file data
Action
This is an event a Zap performs.
Search
Find existing data in your app
Activity Type ID
Action
This is an event a Zap performs.
Search
Find existing data in your app
Lead ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Person ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Stage ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search for an Exact Match?
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search By
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search type
Action
This is an event a Zap performs.
Search
Find existing data in your app
Project ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Term
Required
Exact Match?
Assignee
Project
Status
Action
This is an event a Zap performs.
Search
Find existing data in your app
Activity Subject
Search Type
Activity Owner
Activity Filter
Mark as Done
Organization ID
Deal ID
Lead ID
Project ID
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Location
Priority
Primary Participant
Additional Participants
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search type
Organization Name
Required
Organization Address
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search type
Product Name
Required
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead_cost
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Search Term
Required
Exact Match?
Assignee
Project ID
Required
Done
Title
Required
Description
Due Date
Parent Task ID
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Microsoft Outlook and Pipedrive with AI agents and code
Beyond Zap workflows. Call Microsoft Outlook and Pipedrive actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Microsoft Outlook and Pipedrive actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Attendees to Calendar Event
Add Discount to Deal
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Microsoft Outlook and Pipedrive
Capture new email contacts in CRM
When a new contact is added to Microsoft Outlook, Zapier automatically creates a corresponding contact in Pipedrive. This saves you time and ensures no potential leads or clients fall through the cracks due to manual entry mistakes.
When a new deal is created in Pipedrive, Zapier adds it as a calendar event in Microsoft Outlook. This supports marketing efforts by ensuring campaigns or promotions linked to deals are seamlessly scheduled in your calendar.
When a new email is received in Microsoft Outlook that matches specific criteria, Zapier creates a note in Pipedrive with the email details. This keeps your sales pipeline up-to-date while reducing manual data entry for emails tied to deals.
Learn how to automate Microsoft Outlook on the Zapier blog
Learn how to automate Pipedrive on the Zapier blog
Make work flow with AI
Level up your Microsoft Outlook to Pipedrive integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Microsoft Outlook + Pipedrive integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Outlook and Pipedrive
How can I integrate Microsoft Outlook with Pipedrive?
You can integrate Microsoft Outlook with Pipedrive using an integration platform, like ours, to connect the two applications. Set up triggers such as a new email received in Outlook to create or update deals, contacts, or activities in Pipedrive automatically.
What are some common triggers for integrating Microsoft Outlook with Pipedrive?
Common triggers include receiving a new email, sending an email, and adding a calendar event in Microsoft Outlook. These triggers can be used to automate actions in Pipedrive, such as creating or updating deals, activities, or contacts.
Can I sync calendar events between Microsoft Outlook and Pipedrive?
Yes, you can sync calendar events by setting a trigger in Microsoft Outlook when a new event is added. This action can create corresponding activities or tasks in your Pipedrive schedule.
Is it possible to automatically add Outlook emails to Pipedrive?
Absolutely, you can set up a trigger for when new emails arrive in your Outlook inbox. Our system will use this trigger to automatically log the emails under the corresponding contacts or deals within your Pipedrive account.
How do I ensure contact details are updated between Microsoft Outlook and Pipedrive?
To keep contact information synchronized between the two platforms, use triggers based on changes made in either application. When you update a contact in Outlook, our system can automatically update the corresponding record in Pipedrive and vice versa.
Are there any limitations when integrating Microsoft Outlook with Pipedrive?
While most functionalities are covered through our integrations, specific custom fields or complex workflows might require additional setup. It's essential to review our supported actions and triggers for both platforms before starting your integration process.
Do I need any special permissions to integrate Microsoft Outlook with Pipedrive?
To configure the integration, you'll need administrative access to both your Microsoft Office 365 account and your Pipedrive account. Standard user access might not suffice for setting up all available actions and triggers.
About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
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.