Microsoft Outlook and Pipedrive automations

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

123 scenarios

CRM contacts pushed into ad audiences
Pipedrive people feed your Microsoft Outlook audiences
Contacts synced into accounting
Contacts from Microsoft Outlook into Pipedrive audiences
Microsoft Outlook entries — into Pipedrive
Copy Pipedrive entries into Microsoft Outlook
Files from one Pipedrive are copied into the other
New Microsoft Outlook contacts — into Pipedrive audiences
Contacts from Pipedrive — into Microsoft Outlook on their own
A contract from a form — filled in and sent to the client automatically
Website leads greeted — email, CRM, team alert
Deal notes from emails — into your CRM automatically
Your friends learn when you skip a workout
A proposal right after the call — automatically
Form leads straight into the CRM
An instant personal reply to every new lead
Two-way contact sync between two CRMs
Personalized quotes — delivered as PDF at once
Route each new order into your CRM, invoices, and mailing list
A weekly digest of document changes to your inbox
Invoice data from email — straight into a sheet
Email checking in your CRM — a list of live contacts
All work accounts for a new hire from one form
Enriching leads with contacts — drop a sheet, get a filled CRM
Leads scored and routed to a rep — straight from the form
Lead scoring and routing: hot leads straight to sales
Invoices from your inbox — straight into Pipedrive
New subscribers scored and enriched — straight into your CRM
A personalized sales proposal from a table row, ready and sent
Inbound leads scored, with alerts and draft replies for the hot ones
A prospect list with contacts — automatically
A proposal and payment link right after the meeting
Pitch an upgrade at the exact moment a customer outgrows their plan
Win back abandoned Shopify carts by email and in CRM
New-lead handling: CRM entry, team alert and reminder
One campaign across SMS, email and messenger, straight from your CRM
A weekly ad report, delivered as a deck to your inbox
Weekly backups of every scenario — with full history
Lead verification and CRM sync — straight from a JotForm form
Nightly file transfer between servers
Move files from cloud to server, with a report
Cold deals close themselves — and bring back feedback
Store lead emails turned into CRM contacts and deals automatically
Smart auto-replies to routine emails
Stalled deals bring themselves back to life
Open-house visitors into your CRM and into an email, right after the visit
Leads from a post's likes and comments — straight to your CRM
Deal-matched materials — sent automatically by CRM stage
Course applications are evaluated and answered automatically
High-value lead alerts — to chat, sheet and calendar
Personalized certificates after a test, straight to email
Requests routed to the right team — sorted automatically
Client onboarding from a single form: folder, contact, channel, tasks
Properties with owner contacts — daily to your CRM and email
Email replies with the client's history in mind — with your approval
Contract renewal reminders: an email to the client, a task for the rep
Self-updating images and links in materials — automatically
Morning briefs for your meetings — who and where from
Cold outreach with personal emails and CRM logging
A personal AI assistant with a personality
Website uptime monitoring with alerts — automatically
Capture and route leads from every channel
A brief on the counterpart's company before a call
Client renewal reminders — ahead of time
Automatic follow-ups on stalled deals
Re-engage stalled leads with a ready-made email
Automatic lead qualification in Pipedrive
CRM data quality audit, delivered to your inbox
Onboard a new hire from one form: emails, access, documents
A brief on the person and their company before a call
Personal post-webinar follow-ups, written from the recording itself
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Reports from diagnosis emails — as PDF, straight to the recipients
Turn website chat into qualified leads in your CRM
The recording, emailed to everyone who missed the meeting
Deal close-date forecasting from your own history, auto-updated in the CRM
A competitor cheat sheet right in the Pipedrive deal card
Website leads — enrichment, scoring and routing to CRM
Job applications from a chat — with a ready letter and resume
Blog articles from store products — a draft for each
Meeting prep that arrives on its own — contact, deals, company and talking points
CRM deals synced to a sheet, with a daily email summary
A recording turned into a short brief
Re-engaging quiet clients — weekly, without manual tracking
Customer feedback from every channel, turned into themes and tasks
Client onboarding after a won deal
SSL certificate expiry reports — weekly to chat and email
Low-stock monitoring for your store, with priority alerts
Client onboarding from a single form: project, tasks, contract, channel
A chat that captures the lead and books the demo
Keep your AI knowledge base in sync with a file queue
M365 employee onboarding — folders, channel and email in one step
Interview questions tailored to a specific candidate
Client proposals from a request — built and sent automatically
Tell customers their bug is fixed — the moment the issue closes
Customer churn prediction from deals and tickets
Voice of the customer from every channel: collected, clustered, acted on
Website leads straight into CRM deals, with a team alert
Personal replies to candidates — a congratulation or a gentle rejection
Lead gathering and drafted emails for approval, sending the approved