Microsoft Teams + Pipedrive

Create Pipedrive deals from new Microsoft Teams channel messages

Keep your sales pipeline updated with this efficient workflow that connects Microsoft Teams and Pipedrive. Whenever a new channel message is posted in Microsoft Teams, a deal will be created in Pipedrive, ensuring that you stay on top of potential opportunities without manually transferring information. Bring your team closer to closing deals by streamlining communication and simplifying your sales process.

Keep your sales pipeline updated with this efficient workflow that connects Microsoft Teams and Pipedrive. Whenever a new channel message is posted in Microsoft Teams, a deal will be created in Pipedrive, ensuring that you stay on top of potential opportunities without manually transferring information. Bring your team closer to closing deals by streamlining communication and simplifying your sales process.

  1. When this happens...
    Microsoft TeamsMicrosoft Teams
    New Channel Message

    Triggers when a new message is posted in a channel. Requires installation of the Zapier app from the Teams Store.

    TriggerScheduled
  2. automatically do this!
    PipedrivePipedrive
    Create Deal

    Creates a new deal.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • TeamRequired

    Trigger
    Scheduled
    Try It
    • ChatRequired

    • Exclude messages by you?

    Trigger
    Scheduled
    Try It
    • TeamRequired

    Trigger
    Scheduled
    Try It
    • TeamRequired

    • ChannelRequired

    • MessageRequired

    Trigger
    Scheduled
    Try It
    • TeamRequired

    • ChannelRequired

    • Member

    • Highlight Word

    Trigger
    Scheduled
    Try It
  • Microsoft Teams triggers, actions, and search

    New Chat

    Triggers when a new chat is created.

    Trigger
    Scheduled
    Try It
    • TeamRequired

    • ChannelRequired

    Trigger
    Scheduled
    Try It
    • TeamRequired

    • Channel NameRequired

    • Description

    • Favorite for All?

    Action
    Write
microsoft-teams logo
microsoft-teams logo

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.
Learn moreHelp

Related categories

  • Microsoft
  • Team Chat

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pipedrive logo
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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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