Microsoft Teams and Pipedrive automations — CRM Sync

Ready-made scenarios where Microsoft Teams and Pipedrive work for you (crm sync): pick one — a copy appears in your account and runs on its own.

50 scenarios

New messages in Microsoft Teams — Leads in Pipedrive
New conversations in Microsoft Teams — Finding contacts in Pipedrive
New channels in Microsoft Teams — Deals in Pipedrive
New channels in Microsoft Teams — Contacts in Pipedrive
New messages in Microsoft Teams — Contacts in Pipedrive
New channels in Microsoft Teams — Leads in Pipedrive
New messages in Microsoft Teams — Updating contacts in Pipedrive
New conversations in Microsoft Teams — Updating contacts in Pipedrive
New messages in Microsoft Teams — Deals in Pipedrive
New messages in Microsoft Teams — Updating leads in Pipedrive
New messages in Microsoft Teams — Updating deals in Pipedrive
New conversations in Microsoft Teams — Leads in Pipedrive
New members in Microsoft Teams — Deleting leads in Pipedrive
New conversations in Microsoft Teams — Contacts in Pipedrive
New deals in Pipedrive — Channels in Microsoft Teams
New members in Microsoft Teams — Updating leads in Pipedrive
Updated deals in Pipedrive — Running apis in Microsoft Teams
New messages in Microsoft Teams — Finding contacts in Pipedrive
New conversations in microsoftTeams — Updating leads in Pipedrive
Found: contacts in Pipedrive — Updating channels in Microsoft Teams
New messages in Microsoft Teams — Finding contacts in Pipedrive
New Pipedrive contacts — into Microsoft Teams audiences
Found: deals in Pipedrive — Running apis in Microsoft Teams
Found: contacts in Pipedrive — Channels in Microsoft Teams
New members in Microsoft Teams — Contacts in Pipedrive
New messages in Microsoft Teams — Leads in Pipedrive
New messages in Microsoft Teams — Contacts in Pipedrive
New members in Microsoft Teams — Updating contacts in Pipedrive
New tasks in Microsoft Teams — Leads in Pipedrive
Found: deals in Pipedrive — Channels in Microsoft Teams
New messages in Microsoft Teams — Contacts in Pipedrive
New messages in Microsoft Teams — Contacts in Pipedrive
New members in Microsoft Teams — Contacts in Pipedrive
New contacts in Pipedrive — Running apis in Microsoft Teams
New conversations in microsoftTeams — Contacts in Pipedrive
New contacts in pipedrive — Notes in pipedrive — variant 3
Contacts from Pipedrive into Microsoft Teams audiences
New messages in Microsoft Teams — Updating contacts in Pipedrive
New members in Microsoft Teams — Contacts in Pipedrive
New contacts in Pipedrive — Channels in Microsoft Teams
New conversations in microsoftTeams — Updating contacts in Pipedrive
New contacts in Pipedrive — Updating channels in Microsoft Teams
Microsoft Teams members with email check via hunter into Pipedrive
A booked meeting — a CRM task and a reminder
New CRM contacts — enrichment and alert
A paid invoice moves the deal in your CRM
A lead replies — the CRM card updates and a task lands on a rep
Manage your pipedrive CRM from a messenger via an AI assistant
Adding and enriching CRM leads without duplicates
An AI assistant over your CRM in any messenger