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Zapier makes it easy to integrate Microsoft Teams with Pipedrive - no code necessary. See how you can get setup in minutes.
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Microsoft Teams
Microsoft Teams
1. Choose trigger event
Pipedrive
Pipedrive
2. Choose action
1. Select the event
Setup
Test
Microsoft Teams
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Channel" from Microsoft Teams.
Add your action
An action happens after the trigger—such as "Add Discount to Deal" in Pipedrive.
You’re connected!
Zapier seamlessly connects Microsoft Teams 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
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 Teams and Pipedrive with AI agents and code
Beyond Zap workflows. Call Microsoft Teams 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 Teams and Pipedrive actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Channel
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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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Microsoft Teams and Pipedrive
Get notified in Teams for new deals
Stay on top of your sales pipeline by setting up a workflow where every time a new deal is created in Pipedrive, Zapier sends a notification to a Microsoft Teams channel. This ensures that you and your team are immediately informed of potential business opportunities and can act without delay.
Keep your team informed about freshly added leads in Pipedrive by setting up a workflow where Zapier sends a notification to a Microsoft Teams channel whenever a new lead is created. This helps reduce response time and aligns your team around lead management.
Ensure your sales team stays updated by creating a workflow where every time a deal's stage is updated in Pipedrive, Zapier sends a message to a specific channel in Microsoft Teams. This enhances visibility into sales progress and helps maintain team alignment.
Learn how to automate Microsoft Teams on the Zapier blog
Learn how to automate Pipedrive on the Zapier blog
Make work flow with AI
Level up your Microsoft Teams 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 Teams + Pipedrive integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Teams and Pipedrive
How can I integrate Microsoft Teams with Pipedrive?
You can integrate Microsoft Teams with Pipedrive using our platform to automate communication between the two applications. By setting up specific triggers like 'New Deal' in Pipedrive, you can create actions like 'Send Channel Message' in Microsoft Teams.
What are some common triggers for this integration?
Common triggers include 'New Person Created,' 'Deal Updated,' and 'New Activity' in Pipedrive. These can prompt actions in Microsoft Teams such as sending notifications or updating a channel message.
Can I customize notifications for different teams within Microsoft Teams based on Pipedrive updates?
Yes, you can customize notifications by setting up specific triggers for different events in Pipedrive, such as when a deal moves to a new stage. You can then direct these notifications to the appropriate channels within your teams on Microsoft Teams.
How do I set up a workflow that sends messages from Microsoft Teams based on Pipedrive activities?
To set up this workflow, you'll need to use our platform to connect Microsoft Teams and Pipedrive. Choose a trigger event like 'Activity Completed' in Pipedrive, and an action such as 'Post Message' into a Team or Channel on Microsoft Teams.
Are there any limitations when integrating Microsoft Teams with Pipedrive?
While integration offers flexibility, certain limitations may arise based on API restrictions of both platforms. These could affect the frequency of trigger checks or the types of data that can be synchronized between the applications.
Is it possible to alert my sales team through Microsoft Teams about new deals in real-time using this integration?
Yes, by setting up a workflow that includes the trigger 'New Deal' in Pipedrive, we enable real-time alerts sent directly as messages to any chosen channel or team within your Microsoft Teams environment.
What sort of customer support does your platform offer for troubleshooting integration issues?
Our platform provides detailed documentation and dedicated customer support to assist with any troubleshooting needs during the integration process between Microsoft Teams and Pipedrive.
About Microsoft Teams
Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
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.