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Connect Pipedrive to Microsoft Outlook Email

Use 6 documented Pipedrive triggers to run 22 documented Microsoft Outlook Email actions.

6 source triggers
22 target actions
Reverse direction supported

Why Connect Pipedrive & Microsoft Outlook Email?

Start with a Pipedrive event

Choose from 6 documented triggers, including Deal Updated (Instant), Lead Updated (Instant), New Deal (Instant).

Run a Microsoft Outlook Email action

Send the event into one of 22 documented actions, such as Add Label to Email, Approve Workflow, Create Contact.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Pipedrive logo

Pipedrive

Triggers (6)

Deal Updated (Instant)

Emit new event when a deal is updated.

webhook
Lead Updated (Instant)

Emit new event when a lead is updated.

webhook
New Deal (Instant)

Emit new event when a new deal is created.

webhook
New Event (Instant)

Emit new event when a new webhook event is received. See the documentation

webhook
New Person (Instant)

Emit new event when a new person is created.

webhook
Person Updated (Instant)

Emit new event when a person is updated.

webhook

Actions (24)

Add Activity

Adds a new activity. Includes more_activities_scheduled_in_context property in response's additional_data which indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data). See the Pipedrive API docs for Activities here. For info on adding an activity in Pipedrive

Add Deal

Adds a new deal. See the Pipedrive API docs for Deals here

Add Labels

Adds labels to a lead, person, deal, or organization in Pipedrive. See the documentation

Add Lead

Create a new lead in Pipedrive. See the documentation

Add Note

Adds a new note. For info on adding an note in Pipedrive

Add Organization

Adds a new organization. See the Pipedrive API docs for Organizations here

Add Person

Adds a new person. See the Pipedrive API docs for People here

Get All Leads

Get all leads from Pipedrive. See the documentation

Get Deal

Get a deal by its ID. See the documentation

Get Lead by ID

Get a lead by its ID. See the documentation

Get person details

Get details of a person by their ID. See the documentation

List Deals

List deals in your Pipedrive account. See the documentation

List Lead Label IDs Options

Retrieves available options for the Lead Label IDs field.

List Organization Label IDs Options

Retrieves available options for the Organization Label IDs field.

List Person Label IDs Options

Retrieves available options for the Person Label IDs field.

List User ID Options

Retrieves available options for the User ID field.

Merge Deals

Merge two deals in Pipedrive. See the documentation

Merge Persons

Merge two persons in Pipedrive. See the documentation

Remove Duplicate Notes

Remove duplicate notes from an object in Pipedrive. See the documentation for getting notes and deleting notes

Remove Labels

Removes one or more specific labels from a lead, person, deal, or organization in Pipedrive, leaving all other labels intact. See the documentation

Search Leads

Search for leads by name or email. See the documentation

Search Notes

Search for notes in Pipedrive. See the documentation

Search persons

Searches all Persons by name, email, phone, notes and/or custom fields. This endpoint is a wrapper of /v1/itemSearch with a narrower OAuth scope. Found Persons can be filtered by Organization ID. See the Pipedrive API docs here

Update Deal

Updates the properties of a deal. See the Pipedrive API docs for Deals here

Microsoft Outlook Email logo

Microsoft Outlook Email

Triggers (4)

New Attachment Received (Instant)

Emit new event when a new email containing one or more attachments arrives in a specified Microsoft Outlook folder.

webhook
New Contact Event (Instant)

Emit new event when a new Contact is created

webhook
New Email Event (Instant)

Emit new event when an email is received in specified folders.

webhook
New Email in Shared Folder Event

Emit new event when an email is received in specified shared folders.

polling

Actions (22)

Add Label to Email

Adds a label/category to an email in Microsoft Outlook. See the documentation

Approve Workflow

Suspend the workflow until approved by email. See the documentation

Create Contact

Add a contact to the root Contacts folder, See the documentation

Create Draft Email

Create a draft email, See the documentation

Create Draft Reply

Create a draft reply to an email. See the documentation

Download Attachment

Downloads an attachment to the /tmp directory. See the documentation

Find Contacts

Finds contacts with the given search string. See the documentation

Find Email

Search for an email in Microsoft Outlook. See the documentation

Find Shared Folder Email

Search for an email in a shared folder in Microsoft Outlook. See the documentation

Get Current User

Returns the authenticated Microsoft user's ID, display name, email, and principal name via Microsoft Graph. Call this first when the user says 'my emails', 'my inbox', or needs identity context. Use the returned id to scope queries in **Find Email** or identify the sender in email results. See the documentation.

Get Message

Retrieve a single email message by its Microsoft Graph message ID. See the documentation

List Contact Options

Retrieves available options for the Contact field.

List Contacts

Get a contact collection from the default contacts folder, See the documentation

List Folder IDs to Monitor Options

Retrieves available options for the Folder IDs to Monitor field.

List Folders

Retrieves a list of all folders in Microsoft Outlook. See the documentation

List Important Mail

Get the most important mail from the user's Inbox. See the documentation

List Labels

Get all the labels/categories that have been defined for a user. See the documentation

Move Email to Folder

Moves an email to the specified folder in Microsoft Outlook. See the documentation

Remove Label from Email

Removes a label/category from an email in Microsoft Outlook. See the documentation

Reply to Email

Reply to an email in Microsoft Outlook. See the documentation

Send Email

Send an email to one or multiple recipients, See the docs

Update Contact

Update an existing contact, See the docs

Integration Features

6 documented Pipedrive triggers
22 documented Microsoft Outlook Email actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported Microsoft Outlook Email to Pipedrive direction

Capability Examples

Pipedrive trigger → Microsoft Outlook Email action

Catalog example
PipedrivePipedrive

Deal Updated (Instant)

Microsoft Outlook EmailMicrosoft Outlook Email

Add Label to Email

Microsoft Outlook Email trigger → Pipedrive action

Reverse direction
Microsoft Outlook EmailMicrosoft Outlook Email

New Attachment Received (Instant)

PipedrivePipedrive

Add Activity

How It Works

1

Connect Apps

Authenticate your Pipedrive and Microsoft Outlook Email accounts

2

Choose a Trigger

Select a documented Pipedrive event

3

Choose an Action

Select the documented Microsoft Outlook Email operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 6 documented Pipedrive triggers.

Automated Actions

Run one of 22 documented Microsoft Outlook Email actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect Microsoft Outlook Email to Pipedrive for bidirectional automation

View Integration
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All Pipedrive Integrations

Explore all available Pipedrive connections

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Microsoft Outlook Email logo

All Microsoft Outlook Email Integrations

Explore all available Microsoft Outlook Email connections

View All Integrations

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