Connect Microsoft Office 365 and Pipedrive to unlock the power of automation
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Set up your first integration
Quickly connect Microsoft Office 365 to Pipedrive with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Office 365 with Pipedrive - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Calendar Event Start" from Microsoft Office 365.
Add your action
An action happens after the trigger—such as "Add Discount to Deal" in Pipedrive.
You’re connected!
Zapier seamlessly connects Microsoft Office 365 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.
- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Try ItTriggerPolling- Calendar
Try ItTriggerPolling- Shared Inbox
Try ItTriggerPolling- New Flagged Email
Triggers when a new email is flagged.
Try ItTriggerPolling
- Parent FolderRequired
- Child Folder
Try ItTriggerPolling- Contact Folder
Try ItTriggerPolling- Parent FolderRequired
- Child Folder
- Search termsRequired
- Note
Try ItTriggerPolling- Parent FolderRequired
- Child Folder
Try ItTriggerPolling
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Practical ways you can use Microsoft Office 365 and Pipedrive
Sync new contacts to Pipedrive
When a new contact is created in Microsoft Office 365, Zapier automatically adds it as a person in Pipedrive. This ensures your CRM is always updated with the latest contacts, saving time manually entering data and improving contact organization.
Business Owner
Log new flagged emails as tasks
When a new flagged email appears in Microsoft Office 365, Zapier creates a task in Pipedrive. This helps IT teams streamline issue tracking, so flagged emails never get overlooked, improving service quality and response efficiency.
ITCreate activities for new calendar events
For every new event added to your Microsoft Office 365 calendar, Zapier creates a corresponding activity in Pipedrive. This helps Sales Ops maintain alignment between calendars and deal tracking, reducing missed follow-ups and supporting better sales results.
Sales OpsLearn how to automate Microsoft Office 365 on the Zapier blog
Learn how to automate Pipedrive on the Zapier blog
Frequently Asked Questions about Microsoft Office 365 + Pipedrive integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Office 365 and Pipedrive
How can I integrate Microsoft Office 365 with Pipedrive using your platform?
We support the integration of Microsoft Office 365 with Pipedrive by automating workflows through specific triggers and actions. You can set triggers such as receiving an email in Office 365, which could lead to actions like creating a deal or contact in Pipedrive automatically.
What triggers are available for Office 365 and Pipedrive integration?
Triggers available include receiving new emails, detecting calendar events in Office 365, or changes in contacts. These triggers can initiate various actions within Pipedrive, streamlining your workflow.
Can I customize the actions between Microsoft Office 365 and Pipedrive?
Yes, you can customize actions such as creating new or updating existing contacts and deals in Pipedrive when specific triggers occur in Office 365. This customization allows fine-tuning of how information flows between applications.
Are there any pre-set integrations available between Microsoft Office 365 and Pipedrive?
We offer a selection of pre-set integrations that provide common use cases, making it easier to sync data such as emails and calendar events from Office 365 to relevant fields within Pipedrive.
How secure is the data transfer between Microsoft Office 365 and Pipedrive on your platform?
Our platform employs robust security protocols to ensure that all data transferred between Microsoft Office 365 and Pipedrive remains secure during transmission.
What kind of support do you offer for integrating these two services?
We provide comprehensive support documentation and customer service assistance to help troubleshoot any issues during the integration process between Microsoft Office 365 and Pipedrive.
Do I need any technical knowledge to set up the integration between these services?
No extensive technical knowledge is required. Our user-friendly interface guides you through setting up triggers and actions, simplifying the integration process for both beginners and advanced users.
