Integrate Pipedrive with Office 365

Send information between Pipedrive and Office 365 automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

Integrate Pipedrive and Office 365 using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact person updated

Triggers when any detail of an existing contact person is updated

Organization created

Triggers when a new organization is created

Deal created

Triggers when a new deal is created

Deal updated

Triggers when any detail of an existing deal is updated

Activity updated

Triggers when any detail of an existing activity is updated

Pipeline created

Triggers when a new pipeline is created

Pipeline stage created

Triggers when a new pipeline stage is created

Contact person created

Triggers when a new contact person is created

Activity created

Triggers when a new activity is created

Event updated

Triggers when any detail of an existing event is updated

Calendar added

Triggers when a new calendar is added

Email received

Triggers when a new email is received

Contact added

Triggers when a new contact is added

Event added

Triggers when a new event is added in the selected calendar

All Actions - Actions are the automated tasks

Create product

Creates a new product

Create contact person

Creates a new contact person for the selected organization

Create notes

Creates notes for the selected deal

Update deal

Updates the details of an existing deal

Create deal

Creates a new deal

Create organization

Creates a new organization

Create activity

Creates a new activity

Update activity

Updates the details of an existing activity

Update notes

Updates existing notes

Update contact person

Updates the details of an existing contact person

Update product

Updates the details of an existing product

Update organization

Updates the details of an existing organization

Fetch person by ID

Fetches the details of an existing person record by ID

Fetch activity

Fetches the details of the user activities

Fetch person by email address

Fetches the details of an existing person by email address

Fetch organization by ID

Fetches the details of an existing organization by ID

Fetch person by phone

Fetches the details of an existing person record by phone number

Fetch organization by name

Fetches the details of an existing organization by name

Fetch person by name

Fetches the details of an existing person record by name

Fetch product by name

Fetches the details of an existing product by name

Fetch deal by ID

Fetches the details of an existing deal by ID

Fetch deal by title

Fetches the details of an existing deal by title

Fetch user by name

Fetches the details of an existing user by name

Create contact

Creates a new contact

Add user

Adds a new account user

Send email

Creates and sends an email to a recipient

Create event

Creates a new event in the selected calendar

Update contact

Updates the details of an existing contact by ID

Update event

Updates the details of an existing event by ID

Find contact folder

Finds a contact folder using name

Invite user

Invites the specified user to your group

Fetch event

Fetches the details of an existing event by title or ID

Fetch contact

Fetches the details of an existing contact by name

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.

What is Office 365?

Office 365 is a suite of cloud apps by Microsoft. You can manage all your services from one place, collaborate with colleagues, and access data across devices.

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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CEO, Lakeside CNC Group

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Director, Perth Security Services

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