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Pipedrive + Microsoft SharePoint

Create sharepoint list items from updated Pipedrive deal stages

Keep your Microsoft SharePoint lists updated with the latest changes in your Pipedrive deals using this automation. Whenever the stage of a deal is updated in Pipedrive, this workflow immediately creates a new list item in Microsoft SharePoint. It's an efficient way to ensure that your team remains informed about the progress of ongoing deals, eliminating manual updates and enhancing productivity.

Keep your Microsoft SharePoint lists updated with the latest changes in your Pipedrive deals using this automation. Whenever the stage of a deal is updated in Pipedrive, this workflow immediately creates a new list item in Microsoft SharePoint. It's an efficient way to ensure that your team remains informed about the progress of ongoing deals, eliminating manual updates and enhancing productivity.

  1. When this happens...
    PipedrivePipedrive
    Updated Deal Stage

    Triggers when a deal's stage is updated.

    TriggerInstant
  2. automatically do this!
    Microsoft SharePointMicrosoft SharePoint
    Create List Item

    Creates a new item on a list.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
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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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sharepoint logo

About Microsoft SharePoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.

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