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Microsoft Outlook + Pipedrive

Microsoft Outlook + Pipedrive

Microsoft Outlook + Pipedrive integrations

Send emails in Microsoft Outlook for matching activity filters in Pipedrive

Optimize your sales pipeline with this workflow that captures relevant activities in Pipedrive and instantly sends an email through Microsoft Outlook. As soon as a sales activity matches your set filter in Pipedrive, an email is swiftly composed and sent in Outlook. This integration facilitates timely communication, enabling you to act promptly on vital sales activities, thus improving efficiency and productivity.

  1. When this happens...
    Activity Matching Filter
    Activity Matching Filter
    Activity Matching FilterTriggers when an activity newly matches a Pipedrive filter for the first time.
  2. automatically do this!
    Send Email
    Send Email
    Send EmailSend an email from your Outlook account.
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More things you can do with Pipedrive and Microsoft Outlook

Discover other triggers and actions you can use with Pipedrive and Microsoft Outlook

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
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pipedrive logo
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.
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