Integrate Outlook with Pipedrive

Send information between Outlook and Pipedrive automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Outlook and Pipedrive using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Email sent

Triggers when a new email is sent

Event created

Triggers when a new event is created

Task created

Triggers when a new task is added to the selected list

Email received

Triggers when a new email is received

Event updated

Triggers when the details of an existing event are updated

Note added

Triggers when a new note is added

Contact person created

Triggers when a new contact person is created

Pipeline created

Triggers when a new pipeline is created

Pipeline stage created

Triggers when a new pipeline stage is created

Contact person updated

Triggers when any detail of an existing contact person is updated

Deal created

Triggers when a new deal is created

Activity created

Triggers when a new activity is created

Note updated

Triggers when an existing note is updated

Organization created

Triggers when a new organization is created

Activity updated

Triggers when any detail of an existing activity is updated

Deal updated

Triggers when any detail of an existing deal is updated

All Actions - Actions are the automated tasks

Forward event

Forwards an event request to the specified recipients

Create contact

Creates a new contact

Reply to email

Replies to the specified email

Create event

Creates a new event

Create task

Creates a new task in the selected list

Send email

Creates and sends a new email

Flag email

Flags the specified email

Update contact

Updates the details of an existing contact

Update task

Updates the details of an existing task in the selected list

Update event

Updates the details of an existing event

Fetch calendar

Fetches the details of a calendar by name

Fetch event

Fetches the details of an existing event by title or ID from the selected calendar

Find contact folder

Finds a folder by name

Fetch contact

Fetches the details of an existing contact by email address from the default contacts folder

Fetch task

Fetches the details of an existing task by title or ID from the selected list

Create notes

Creates a new note for the selected lead, deal, person, or organization

Create contact person

Creates a new contact person for the selected organization

Create product

Creates a new product

Create activity

Creates a new activity

Create organization

Creates a new organization

Create deal

Creates a new deal

Update deal

Updates the details of an existing deal

Update contact person

Updates the details of an existing contact person

Update organization

Updates the details of an existing organization

Update activity

Updates the details of an existing activity

Update product

Updates the details of an existing product

Update notes

Updates an existing note

Fetch person by name

Fetches the details of an existing person record by name

Fetch organization by name

Fetches the details of an existing organization by name

Fetch user by name

Fetches the details of an existing user by name

Fetch deal by title

Fetches the details of an existing deal by title

Fetch person by phone

Fetches the details of an existing person record by phone number

Fetch activity

Fetches the details of the user activities

Fetch person by ID

Fetches the details of an existing person record by ID

Fetch deal by ID

Fetches the details of an existing deal by ID

Fetch product by name

Fetches the details of an existing product by name

Fetch organization by ID

Fetches the details of an existing organization by ID

Fetch person by email address

Fetches the details of an existing person by email address

What is Outlook?

Outlook is email software that lets you manage contacts, set reminders, and share calendars with coworkers.

Email Microsoft Popular

What is Pipedrive?

Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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It is amazing what processes can be automated [with Zoho Flow]. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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