Microsoft Flow

Microsoft Flow

by Microsoft

Microsoft Flow is a powerful integration that can automate time-consuming tasks or processes.

Automate my pipeline and data

App screenshot
App screenshot

Description

Microsoft Flow is a powerful integration that can automate time-consuming tasks or processes. Set up different flows that instantly manage critical emails, notify the whole team whenever a work item is updated or capture, track and follow up with new leads. Start using flows to instantly boost your team's efficiency, productivity and overall performance.

Microsoft Flow connects Pipedrive with Office 365, WordPress, WebMerge and 10to8. The automation with Office 365 allows users to sync events from Office 365 with Pipedrive so leads are constantly nurtured. Automation with WordPress allows forwarding new deals to Pipedrive whenever a new post is created on a WordPress site. WebMerge automatically populates contracts, quotes, proposals and more in Pipedrive. And automation between Pipedrive and 10to8 can sync leads between the two.

Installation instructions

To install the integration, you need to have a Premium Office 365 account.

  1. Go to https://flow.microsoft.com/en-us/connectors/shared_pipedrive/pipedrive/
  2. Choose the connection
  3. Log in to Office 365
  4. Add your Pipedrive API key and name the connection

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