Microsoft Teams + Pipedrive
Send Microsoft Teams chat messages for updated deals in Pipedrive
Streamline your sales process using this efficient communication workflow. When a deal is updated in Pipedrive, a chat message is immediately sent in Microsoft Teams. This ensures that your team is consistently informed about sale progressions, enhancing transparency and collaboration in your business pipeline management.
Streamline your sales process using this efficient communication workflow. When a deal is updated in Pipedrive, a chat message is immediately sent in Microsoft Teams. This ensures that your team is consistently informed about sale progressions, enhancing transparency and collaboration in your business pipeline management.
- When this happens...
Updated DealTriggers when an existing deal is updated.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Send Chat MessageSends a message in an existing chat.
ActionWriteCreate a new record or update an existing record in your app.
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New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Project
Triggers when a new project is created.
Try ItTriggerThis is the start of your ZapScheduledZapier 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.DealRequired
ProductRequired
PriceRequired
QuantityRequired
Discount
Discount Type
Comments
Enable product
Tax Method
Tax Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
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
Pin note to deal
Person
Pin note to person
Organization
Pin note to organization
Lead
Pin note to lead
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Organization
Email
Phone
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
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Subject
Organization
Assign To
Person
Deal
Lead
Mark as done
Type
Use combined date and time Use combined date and time field
Duration
Free or busy
Note
Public Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
Name
Owner
Organization
Email
Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Title
Project
Description
Done
Due Date
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Search Type
Assigned To
Type
Filter
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search By
Term to search forRequired
Search 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 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 termRequired
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
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
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
TitleRequired
Person
Organization
Owner
Note
Pin note to lead
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
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
NameRequired
Owner
Organization
Email
Phone
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
Person
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 foundTeamRequired
ChannelRequired
Member
Highlight Word
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan
New Chat
Triggers when a new chat is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTeamRequired
ChannelRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTeamRequired
Channel NameRequired
Description
Favorite for All?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TeamRequired
Channel NameRequired
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TeamRequired
ChannelRequired
Message Text Format
Message TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Apply standard error handling?Required
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.
New Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Organization
Triggers when an existing organization is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planPersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Organization
Assign To
Person
Deal
Lead
Mark as done
Type
Use combined date and time field?
Duration
Free or Busy
Note
Public description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File NameRequired
Deal
Person
Organization
Product
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
Organization
Owner
Note
Pin note to lead
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Owner
Address
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Product Code
Unit price
Tax percentage
Is active?
Owner
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
ProjectRequired
Description
Done
Due Date
Assignee
Parent Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Title
Status
Stage
Owner
Organization
Person
Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Owner
Name
Address
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
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Apply standard error handling?Required
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.Search type
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson
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 appFind Product(s)
Finds a product or products by name, ID, or product code (with line item support).
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 appSubjectRequired
Search Type
Assign To
Type
Filter
Mark as done
Organization
Person
Deal
Lead
Use combined date and time field?
Duration
Free or Busy
Note
Public description
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 By
Term to search forRequired
Search type
TitleRequired
Creation Date
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
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
NameRequired
Owner
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 termRequired
NameRequired
Product Code
Unit price
Tax percentage
Is active?
Owner
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 foundChatRequired
Exclude messages by you?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTeamRequired
ChannelRequired
MessageRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planID of the team member you are creating a chat withRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TeamRequired
ChannelRequired
Message IDRequired
Reply ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChatRequired
Message Text Format
Message TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
About Microsoft Teams
About Pipedrive
Related categories
Related Zap Templates
- Create Pipedrive activities for new Microsoft Teams chats
- Create Microsoft Teams chat messages for new Pipedrive deals
- Send Microsoft Teams message for new Pipedrive deals
- Send channel messages in Microsoft Teams for new Pipedrive leads
- Create Pipedrive notes from new Microsoft Teams chat messages
- Create Microsoft Teams channels for new Pipedrive deals
- Trigger channel messages in Microsoft Teams for new activity matching filters in Pipedrive
- Create Pipedrive deals from new Microsoft Teams channel messages
- Send Microsoft Teams channel messages for new Pipedrive activities
- Send Microsoft Teams chat messages for new Pipedrive activities
- Send channel messages in Microsoft Teams for new persons in Pipedrive
- Send channel messages in Microsoft Teams when new deal matching filters occur in Pipedrive
- Send chat messages in Microsoft Teams for new people in Pipedrive
- Send Microsoft Teams channel messages for updated deal stages in Pipedrive
- Update Microsoft Teams with chat messages when deal stages change in Pipedrive
- Send chat messages in Microsoft Teams for new leads in Pipedrive
- Send channel messages in Microsoft Teams for updated deals in Pipedrive
- Match and send chat messages in Microsoft Teams for new activity filters in Pipedrive
- Send chat messages in Microsoft Teams for matching persons in Pipedrive
- "trigger new Pipedrive deal matching filters to send chat messages in Microsoft Teams"
Related Zap Templates
- Create Pipedrive activities for new Microsoft Teams chats
- Send channel messages in Microsoft Teams for new Pipedrive leads
- Trigger channel messages in Microsoft Teams for new activity matching filters in Pipedrive
- Send Microsoft Teams chat messages for new Pipedrive activities
- Send chat messages in Microsoft Teams for new people in Pipedrive
- Create Microsoft Teams chat messages for new Pipedrive deals
- Create Pipedrive notes from new Microsoft Teams chat messages
- Create Pipedrive deals from new Microsoft Teams channel messages
- Send channel messages in Microsoft Teams for new persons in Pipedrive
- Send Microsoft Teams channel messages for updated deal stages in Pipedrive
- Send Microsoft Teams message for new Pipedrive deals
- Create Microsoft Teams channels for new Pipedrive deals
- Send Microsoft Teams channel messages for new Pipedrive activities
- Send channel messages in Microsoft Teams when new deal matching filters occur in Pipedrive
- Update Microsoft Teams with chat messages when deal stages change in Pipedrive