Microsoft Office 365 + Pipedrive

Create new Pipedrive deals from new Microsoft Office 365 emails matching a specific search

Stay on top of your sales opportunities with this workflow. When you receive an email in Microsoft Office 365 that matches a specified search, a new deal is immediately created in Pipedrive. This seamless process ensures no potential deals fall through the cracks, helping you to manage your sales pipeline more effectively.

Stay on top of your sales opportunities with this workflow. When you receive an email in Microsoft Office 365 that matches a specified search, a new deal is immediately created in Pipedrive. This seamless process ensures no potential deals fall through the cracks, helping you to manage your sales pipeline more effectively.

  1. When this happens...
    Microsoft Office 365Microsoft Office 365
    New Email Matching Search

    Triggers when a new e-mail is received in your inbox that matches a search.

    TriggerPolling
  2. automatically do this!
    PipedrivePipedrive
    Create Deal

    Creates a new deal.

    ActionWrite
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Supported triggers and actions

    • Parent FolderRequired

    • Child Folder

    Trigger
    Polling
    Try It
    • Contact Folder

    Trigger
    Polling
    Try It
    • Parent Folder

    • Child Folder

    • Search termsRequired

    • Note

    Trigger
    Polling
    Try It
    • Parent Folder

    • Child Folder

    Trigger
    Polling
    Try It
office-365 logo
office-365 logo

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.
Learn more

Related categories

  • Email
  • Microsoft

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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 more

Related categories

  • CRM (Customer Relationship Management)

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