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
All Triggers - A trigger kickstarts the flow
Pipeline stage created
Triggers when a new pipeline stage is created
Pipeline created
Triggers when a new pipeline is created
Contact person created
Triggers when a new contact person is created
Deal created
Triggers when a new deal is created
Deal updated
Triggers when any detail of an existing deal is updated
Contact person updated
Triggers when any detail of an existing contact person is updated
Organization created
Triggers when a new organization is created
Activity created
Triggers when a new activity is created
Activity updated
Triggers when any detail of an existing activity is updated
Calendar added
Triggers when a new calendar is added
Event updated
Triggers when any detail of an existing event is updated
Contact added
Triggers when a new contact is added
Email received
Triggers when a new email is received
Event added
Triggers when a new event is added in the selected calendar
All Actions - Actions are the automated tasks
Create contact person
Creates a new contact person for the selected organization
Create activity
Creates a new activity
Create product
Creates a new product
Create deal
Creates a new deal
Create organization
Creates a new organization
Create notes
Creates notes for the selected deal
Update deal
Updates the details of an existing deal
Update product
Updates the details of an existing product
Update organization
Updates the details of an existing organization
Update notes
Updates existing notes
Update contact person
Updates the details of an existing contact person
Update activity
Updates the details of an existing activity
Fetch person by phone
Fetches the details of an existing person record by phone number
Fetch person by ID
Fetches the details of an existing person record by ID
Fetch activity
Fetches the details of the user activities
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 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 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 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
Create event
Creates a new event in the selected calendar
Send email
Creates and sends an email to a recipient
Add user
Adds a new account user
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
Fetch event
Fetches the details of an existing event by title or ID
Invite user
Invites the specified user to your group
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.
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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.
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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.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Know more
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We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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CEO, iDAYit
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Know more
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Technical and Operations Head, TruAct
