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Zapier makes it easy to integrate Microsoft Office 365 with Pipedrive - no code necessary. See how you can get setup in minutes.
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Microsoft Office 365
Microsoft Office 365
1. Choose trigger event
Pipedrive
Pipedrive
2. Choose action
1. Select the event
Setup
Test
Microsoft Office 365
Choose a trigger event
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.
Create a new record or update an existing record in your app.
Deal ID
Required
Add Multiple Products?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Activity Subject
Activity Owner
Organization ID
Deal ID
Lead ID
Project ID
Mark as Done
Activity Type
Use Combined Date and Time Field?
Duration
Mark as Busy
Note
Public Description
Location
Priority
Primary Participant
Additional Participants
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File
Required
File Name
Deal ID
Person ID
Organization ID
Product ID
Activity ID
Note ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Title
Required
Person ID
Organization ID
Owner User ID
Note
Pin note to lead
Label ID(s)
Expected_close_date
Lead Value
Lead Value Currency Code
Source Channel ID
Source Channel ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Organization Name
Required
Organization Address
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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.
Write
Create a new record or update an existing record in your app.
Title
Required
Project ID
Required
Description
Done
Due Date
Assignee
Parent Task ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Activity to Update
Required
Activity Subject
Activity Owner
Organization ID
Deal ID
Lead ID
Project ID
Mark as Done
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.
Write
Create a new record or update an existing record in your app.
Lead ID
Required
Title
Owner User ID
Organization ID
Person ID
Label ID(s)
Expected_close_date
Lead Value
Lead Value Currency Code
Source Channel ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Copy_null
Person to Update
Required
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.
Project
Required
Title
Project Board
Project Phase
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.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Person
Required
Include file data
Action
This is an event a Zap performs.
Search
Find existing data in your app
Product
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Deal ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Organization ID
Organization Items
Include Persons
Include Deals
Include Activities
Action
This is an event a Zap performs.
Search
Find existing data in your app
Product ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
User ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Note ID
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
Search type
Action
This is an event a Zap performs.
Search
Find existing data in your app
Field to Search By
Required
Search Term
Required
Exact Match
Action
This is an event a Zap performs.
Search
Find existing data in your app
Field to search by
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search type
Include file data
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.
Search or write
Find existing data in your app, or create a new record if no data is found
Search type
Person Name
Email Addresses
Phone Numbers
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
Field to Search By
Required
Search Term
Required
Exact Match
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.
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 Office 365 and Pipedrive with AI agents and code
Beyond Zap workflows. Call Microsoft Office 365 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 Office 365 and Pipedrive actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Attendees to Calendar Event
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 who say using Zapier has made them better at their job
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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 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.
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.
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.
Learn how to automate Microsoft Office 365 on the Zapier blog
Learn how to automate Pipedrive on the Zapier blog
Make work flow with AI
Level up your Microsoft Office 365 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 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.
About Microsoft Office 365
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer!
Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
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.