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Connect Sharepoint to Pipedrive

Use 5 documented Sharepoint triggers to run 24 documented Pipedrive actions.

5 source triggers
24 target actions
Reverse direction supported

Why Connect Sharepoint & Pipedrive?

Start with a Sharepoint event

Choose from 5 documented triggers, including File Updated or Deleted (Instant), New File Created, New Folder Created.

Run a Pipedrive action

Send the event into one of 24 documented actions, such as Add Activity, Add Deal, Add Labels.

Map and review the workflow

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

Available Triggers & Actions

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Sharepoint

Triggers (5)

File Updated or Deleted (Instant)

Emit a new event when specific files are updated or deleted in a SharePoint document library

webhook
New File Created

Emit new event when a new file is created in Microsoft Sharepoint.

polling
New Folder Created

Emit new event when a new folder is created in Microsoft Sharepoint.

polling
New List Item

Emit new event when a new list item is created in Microsoft Sharepoint.

polling
Updated List Item

Emit new event when a list item is updated in Microsoft Sharepoint.

polling

Actions (23)

Create Folder

Create a new folder in SharePoint. See the documentation

Create Item

Create a new item in Microsoft Sharepoint. See the documentation

Create Link

Create a sharing link for a DriveItem. See the documentation

Create List

Create a new list in Microsoft Sharepoint. See the documentation

Download File

Download a Microsoft Sharepoint file to the /tmp directory. See the documentation

Download Files

Browse and select files from SharePoint and get their metadata along with pre-authenticated download URLs (valid ~1 hour). See the documentation

Find File by Name

Search the site's default drive for files or folders matching a query. Matches are **recursive** across the drive and span **filename, metadata, and file content** — this is **not** an exact filename lookup, and results are relevance-ranked. Backed by the SharePoint Search index and **eventually consistent**, so newly created, renamed, or moved items may not appear until SharePoint reindexes them. **For exact, immediately-consistent lookups, prefer:** - **Get File by ID** when the ID is known - **Search and Filter Files** for OData $filter against a list/document library See the documentation

Find Files in List with Metadata

Search and filter items in a SharePoint list based on metadata and custom columns. See docs here

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 files', 'my documents', or needs identity context. Use the returned id to identify file ownership in **List Files in Folder** or **Find File by Name** results. See the documentation.

Get Excel Table

Retrieve a table from an Excel spreadsheet stored in Sharepoint See the documentation

Get File by ID

Retrieves a file by ID. See the documentation

Get File Contents

Retrieves a Microsoft SharePoint file and returns its contents as extracted plain text or markdown. Supports plain text formats, HTML, DOCX, PDF, and other Office documents convertible to PDF (xlsx, pptx, etc.). See the documentation

Get Site

Retrieve a site by its identifier. This is a direct path/ID lookup, so it's immediately consistent and returns newly created sites without indexing delay. Use this when you know the site path; for discovery, use **Search Sites** or **List Sites**. See the documentation

List Drives

List the drives available within a Microsoft Sharepoint site. See the documentation

List Files in Folder

Retrieves a list of the files and/or folders directly within a folder. See the documentation

List Sites

List sites across the tenant. Backed by the SharePoint Search index and **eventually consistent** — newly created sites may not appear until indexing catches up. To resolve a known site by path, prefer **Get Site** for an immediate lookup. See the documentation

Retrieve File Metadata

Browse and select files from SharePoint to retrieve their metadata (name, size, dates, etc.) without download URLs. See the documentation

Search and Filter Files

Search and filter SharePoint files based on metadata and custom columns. This action allows you to query files using SharePoint's custom properties, managed metadata, and other column values. See the documentation

Search Files

Search for files across the tenant. Supports KQL via the optional query template. Backed by the Microsoft Search index and **eventually consistent** — newly created or modified files may not appear until indexing catches up. **For immediate, deterministic results, prefer:** - **Get File by ID** when the ID is known - **List Files in Folder** for path-based listing - **Search and Filter Files** for OData $filter against a document library See the documentation

Search Sites

Search for sites across the tenant. This is a free-text search across multiple site properties — *not* an exact slug match. Backed by the SharePoint Search index and **eventually consistent**, so newly created or renamed sites may not appear until indexing catches up. To resolve a known site by path, prefer **Get Site** for an immediate, exact lookup. See the documentation

Select Files

A file picker action that allows browsing and selecting one or more files from SharePoint. Returns the selected files' metadata including pre-authenticated download URLs. See the documentation

Update Item

Updates an existing item in Microsoft Sharepoint. See the documentation

Upload File

Upload a file to OneDrive. See the documentation

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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

Integration Features

5 documented Sharepoint triggers
24 documented Pipedrive actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported Pipedrive to Sharepoint direction

Capability Examples

Sharepoint trigger → Pipedrive action

Catalog example
SharepointSharepoint

File Updated or Deleted (Instant)

PipedrivePipedrive

Add Activity

Pipedrive trigger → Sharepoint action

Reverse direction
PipedrivePipedrive

Deal Updated (Instant)

SharepointSharepoint

Create Folder

How It Works

1

Connect Apps

Authenticate your Sharepoint and Pipedrive accounts

2

Choose a Trigger

Select a documented Sharepoint event

3

Choose an Action

Select the documented Pipedrive 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 5 documented Sharepoint triggers.

Automated Actions

Run one of 24 documented Pipedrive 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 Pipedrive to Sharepoint for bidirectional automation

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All Sharepoint Integrations

Explore all available Sharepoint connections

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All Pipedrive Integrations

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