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Microsoft Outlook + Pipeline CRM

Create events in Microsoft Outlook for new deals in Pipeline CRM

Increase your productivity with this smart workflow. Whenever there's a New Deal in Pipeline CRM, it swiftly results in a Create Event in your Microsoft Outlook. This process eliminates the need for repetitive data entry, ensuring a seamless flow between managing deals and scheduling events. Stay updated with your latest deals while enhancing efficiency and organization in your operations.

Increase your productivity with this smart workflow. Whenever there's a New Deal in Pipeline CRM, it swiftly results in a Create Event in your Microsoft Outlook. This process eliminates the need for repetitive data entry, ensuring a seamless flow between managing deals and scheduling events. Stay updated with your latest deals while enhancing efficiency and organization in your operations.

  1. When this happens...
    Pipeline CRMPipeline CRM
    New Deal

    Triggers when a new deal is created in your PipelineDeals account.

    TriggerInstant
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Create Event

    Create an event in the calendar of your choice.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Status

    • Source

    • Stage

    Trigger
    Instant
    Try It
  • Pipeline CRM triggers, actions, and search

    New Company

    Triggers when a new company is created in your PipelineDeals account.

    Trigger
    Instant
    Try It
    • Source

    • Status

    Trigger
    Instant
    Try It
    • NameRequired

    • Description

    • All Day?

    • Association Type

    • Association ID

    • Start Time

    • End Time

    • Category

    • Owner ID

    Action
    Write
    • Stage

    • Status

    • Source

    Trigger
    Instant
    Try It
    • Status

    • Source

    • Stage

    Trigger
    Instant
    Try It
    • Person ID

    • Category

    • Deal ID

    • Company ID

    • Content

    • User ID

    • File URL

    Action
    Write
    • NameRequired

    • Description

    • All Day?

    • Due Date

    • Association Type

    • Association ID

    • Category

    • Owner ID

    Action
    Write
microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn moreHelp

Related categories

  • Calendar
  • Email
  • Microsoft

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About Pipeline CRM

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.

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