Pipedrive

Pipedrive is a sales CRM designed to streamline pipeline management and deal tracking.

Website

pipedrive.com

Industry

CRM

Share this article:

How to integrate Pipedrive with Outlook

Here is how to integrate pipedrive with outlook

First log into your Zapier account and click on "Create," then choose "Zaps" to begin
Then, click on "Trigger" to begin the setup process
Search for "Pipedrive" and select it as your Trigger App
Next sign into your Pipedrive account
Choose the trigger event that fits your needs for the integration
Click the "Continue" button to proceed with the trigger setup
Click the "Test trigger" button to verify the connection
Click the "Continue with selected record" button after test data loads
Now, search for "Microsoft Outlook" and select it as your Action App
Next sign in to your Microsoft Outlook account
Choose an Action event
Fill in and customize the required fields as prompted
Click "Test step" to check everything is working
Finally, click "Publish" to complete the integration
Your zap has been published, Pipedrive and Microsoft Outlook are now connected

Create your own interactive guide with Guideflow

Why should you integrate Pipedrive with Outlook

Pipedrive is a dynamic sales management tool engineered to drive success in sales processes.

Integrating Pipedrive with Outlook enhances productivity by synchronizing emails, contacts, and calendar events. This seamless connection ensures that communication and scheduling are streamlined, reducing manual input and enhancing efficiency.

Using this integration empowers sales teams to maintain an up-to-date record of interactions, facilitating improved client relationships and better sales outcomes. Overall, it enhances workflow coherence and aids in more organized sales management.

Last update

January 6, 2026

Tutorials

Built to impress

Why leading companies build with Guideflow

Create your first demo in less than 30 seconds.

Get started now