Microsoft Outlook + Pipedrive
Filter matching organizations in Pipedrive and send emails through Microsoft Outlook
Activate the Organization Matching Filter within Pipedrive, and set off an immediate email response from Microsoft Outlook. This workflow not only ensures a timely reply to significant organizational matches, but also boosts your operational productivity. Manage crucial matches in a simpler and more proficient way.
Activate the Organization Matching Filter within Pipedrive, and set off an immediate email response from Microsoft Outlook. This workflow not only ensures a timely reply to significant organizational matches, but also boosts your operational productivity. Manage crucial matches in a simpler and more proficient way.
- When this happens...
Organization Matching FilterTriggers when an organization newly matches a Pipedrive filter for the first time.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Send EmailSend an email from your Outlook account.
ActionWriteCreate a new record or update an existing record in your app.
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Copy
FilterRequired
Deal status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Lead
Triggers when a lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Person
Triggers when an existing person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Filter ID
Status
Board ID
Phase ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFilter By
Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Person IDRequired
Label IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Product Variation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Follower User IDRequired
Choose where to add the followerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization ID
Person ID
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Remove All Existing Labels?
Labels to Remove
Labels to Add
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Deal IDRequired
Title
Status
Stage
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization to UpdateRequired
Organization Name
Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Product IDRequired
Product Name
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Title
Project ID
Description
Done
Due Date
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Subject
Search Type
Activity Owner
Activity Filter
Completion Status
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appActivity Type ID
ActionThis is an event a Zap performs.SearchFind existing data in your appLead IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appStage IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TermRequired
Exact Match?
Assignee
Project
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appActivity 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
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Organization NameRequired
Organization Address
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch TermRequired
Exact Match?
Assignee
Project IDRequired
Done
TitleRequired
Description
Due Date
Parent Task ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Cancelled Calendar Event
Triggers when an event is cancelled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Shared MailboxRequired
Parent Folder
Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planShared Inbox
Parent Folder
Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEmail IDRequired
CategoriesRequired
Mark as Read
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Destination FolderRequired
Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Email IDRequired
To Email(s)
CC Email(s)
BCC Email(s)
Reply-To Email
Subject
Body Format
Body
Attachment
Action for Files Larger Than 150MB
Reply to All
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to DeleteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EventRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send From (Shared Mailbox)
Email IDRequired
To RecipientsRequired
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
Destination FolderRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email IDRequired
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send From (Shared Mailbox)
To Email(s)Required
CC Email(s)
BCC Email(s)
Reply-To Email
SubjectRequired
Body FormatRequired
BodyRequired
Attachments
Action for Files Larger Than 150MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event
Subject
Start Date & Time
End Date & Time
All Day Event?
Is Online Meeting?
Hide attendees list?
Description
Show me as Free or Busy
The importance of the event
Merge with existing attendees?
Attendees
Categories
Location
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
First Name
Last Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appFolder Info
FolderRequired
Search Terms
From Address
Start Date
End Date
ActionThis is an event a Zap performs.SearchFind existing data in your appShared Mailbox
Email IDRequired
Attachment IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact Folder
First NameRequired
Last Name
Email
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
Discount DescriptionRequired
Discount AmountRequired
Discount TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Add Multiple Products?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity Subject
Activity Owner
Organization ID
Deal ID
Lead ID
Project ID
Mark as Done
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Deal ID
Person ID
Organization ID
Product ID
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person ID
Organization ID
Owner User ID
Note
Pin note to lead
Label ID(s)
Expected Close Date
Lead Value
Lead Value Currency Code
Source Channel ID
Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization NameRequired
Organization Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner User ID
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project IDRequired
Description
Done
Due Date
Assignee
Parent Task ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Activity to UpdateRequired
Activity Subject
Activity Owner
Organization ID
Deal ID
Lead ID
Project ID
Mark as Done
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Primary Participant
Additional Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead IDRequired
Title
Owner User ID
Organization ID
Person ID
Label ID(s)
Expected Close Date
Lead Value
Lead Value Currency Code
Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
Person to UpdateRequired
Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Title
Project Board
Project Phase
Description
Status
Owner
Start Date
End Date
Deals
Organization ID
Person ID
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Include file data
ActionThis is an event a Zap performs.SearchFind existing data in your appProductRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrganization ID
Organization Items
Include Persons
Include Deals
Include Activities
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appUser IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search ByRequired
Search TermRequired
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
Include file data
TitleRequired
Status
Stage
Stage Warning
Pipeline
Deal Owner
Associated Organization ID
Associated Person ID
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Person Name
Email Addresses
Phone Numbers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundField to Search ByRequired
Search TermRequired
Exact Match
TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization ID
Person ID
Labels
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCalendar
Time BeforeRequired
Time Before (Unit)Required
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planShared Inbox
Parent Folder
Child Folder
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planParent Folder
Child Folder
Search termsRequired
Note
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Flagged Email
Triggers when a new email is flagged.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planEvent
Merge with existing attendees?
Attendees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Distribution listRequired
User emailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Calendar
SubjectRequired
Start Date & TimeRequired
End Date & TimeRequired
Location Name
Sensitivity
Attendees
Is this an All Day Event?
Description
Show me as Free or Busy
Is this an Online Meeting?
Enable Reminder
Categories
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
To Email(s)Required
CC Email(s)
BCC Email(s)
Reply-To Email
SubjectRequired
Body FormatRequired
BodyRequired
Attachment
Action for Files Larger Than 150MB
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Folder NameRequired
Parent Folder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Email IDRequired
Flag ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Email IDRequired
Mark asRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Categories to RemoveRequired
Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send From (Shared Mailbox)
Draft Email IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Shared Mailbox
Email IDRequired
ImportanceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact Folder
ContactRequired
First Name
Last Name
Email Addresses
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Calendar
Search TermRequired
Start Date & Time
End Date & Time
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch Info
Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appGroup email address or IDRequired
Search Term
Start Date & Time
End Date & Time
ActionThis is an event a Zap performs.SearchFind existing data in your appCalendar
Start Date & TimeRequired
End Date & TimeRequired
Select Fields
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Microsoft Outlook
Similar apps
About Pipedrive
Related categories
Related Zap Templates
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- Send Microsoft Outlook emails for new Pipedrive leads
- Create Pipedrive people from new Microsoft Outlook contacts
- Create Pipedrive activities for new Microsoft Outlook calendar events
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- Create and send Microsoft Outlook emails for new Pipedrive deals
- Create Pipedrive deals from new Microsoft Outlook calendar events
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- Create notes in Pipedrive from updated Microsoft Outlook calendar events
- Create Microsoft Outlook events for new Pipedrive activities
- Create draft emails in Microsoft Outlook for new Pipedrive activities
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- Send emails in Microsoft Outlook for matching activity filters in Pipedrive
- Create draft emails in Microsoft Outlook for new deal matching filters in Pipedrive
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- "send emails in Microsoft Outlook when persons are updated in Pipedrive"
- Create new Pipedrive leads from new Microsoft Outlook emails matching a specific search
- Create events in Microsoft Outlook from new matching activity filters in Pipedrive
- Create events in Microsoft Outlook for new activities in Pipedrive
- Create new Pipedrive deals from newly matched Microsoft Outlook emails
- Create new Microsoft Outlook contacts from new people in Pipedrive
- Send an email in Microsoft Outlook when deal stages are updated in Pipedrive
- Create new Pipedrive activities for new Microsoft Outlook messages in a specific folder
- Create new persons in Pipedrive from new contacts in Microsoft Outlook
- Create new Pipedrive persons from new Microsoft Outlook emails
- Create draft emails in Microsoft Outlook for new persons in Pipedrive
- Create new Pipedrive deals from new flagged emails in Microsoft Outlook
- Create tasks in Pipedrive from new flagged emails in Microsoft Outlook
Related Zap Templates
- Create new Pipedrive leads from Microsoft Outlook emails
- Send Microsoft Outlook emails for new deal matching filters in Pipedrive
- Create Pipedrive activities for new Microsoft Outlook calendar events
- Create Pipedrive deals from new Microsoft Outlook calendar events
- Create notes in Pipedrive from updated Microsoft Outlook calendar events
- Create draft emails in Microsoft Outlook for new Pipedrive leads
- Send an email in Microsoft Outlook when deal stages are updated in Pipedrive
- Create new Microsoft Outlook contacts from matching persons in Pipedrive
- Create draft emails in Microsoft Outlook for new deal matching filters in Pipedrive
- Send an email in Microsoft Outlook when deals are updated in Pipedrive
- "send emails in Microsoft Outlook when persons are updated in Pipedrive"
- Create events in Microsoft Outlook for new activities in Pipedrive
- Send an email in Microsoft Outlook when deal stages are updated in Pipedrive
- Create new Pipedrive persons from new Microsoft Outlook emails
- Create tasks in Pipedrive from new flagged emails in Microsoft Outlook
- Create Pipedrive deals for new Microsoft Outlook emails
- Send Microsoft Outlook emails for new Pipedrive leads
- Update Pipedrive deals when new Microsoft Outlook emails arrive
- Create Pipedrive notes for new Microsoft Outlook calendar events
- Create Microsoft Outlook events for new Pipedrive activities
- Update Microsoft Outlook contacts when new Pipedrive leads are added
- Update Microsoft Outlook events whenever Pipedrive deal stages are changed
- Send emails in Microsoft Outlook for matching persons filter in Pipedrive
- Create new Pipedrive deals from new Microsoft Outlook messages in folders
- Add contacts from new Microsoft Outlook emails to Pipedrive with Google Vertex AI
- Create new Pipedrive leads from new Microsoft Outlook emails matching a specific search
- Create new Pipedrive deals from newly matched Microsoft Outlook emails
- Create new Pipedrive activities for new Microsoft Outlook messages in a specific folder
- Create draft emails in Microsoft Outlook for new persons in Pipedrive
- Extract resume data using CandidateZip from new Microsoft Outlook attachments to create Pipedrive persons
- Create Pipedrive people from new Microsoft Outlook contacts
- Create and send Microsoft Outlook emails for new Pipedrive deals
- Create contacts in Microsoft Outlook from new matching deals in Pipedrive
- Create draft emails in Microsoft Outlook for new Pipedrive activities
- Add contacts from new Microsoft Outlook emails to Pipedrive with ChatGPT
- Create draft emails in Microsoft Outlook for updated deal stages in Pipedrive
- Send emails in Microsoft Outlook for matching activity filters in Pipedrive
- Create new Pipedrive activities from new Microsoft Outlook emails matching a search
- Add contacts from new Microsoft Outlook emails to Pipedrive with Google AI Studio (Gemini)
- Create events in Microsoft Outlook from new matching activity filters in Pipedrive
- Create new Microsoft Outlook contacts from new people in Pipedrive
- Create new persons in Pipedrive from new contacts in Microsoft Outlook
- Create new Pipedrive deals from new flagged emails in Microsoft Outlook