Create Pipedrive activities from Outlook meetings
Carry new customer meetings into the sales timeline without recording them twice.
Trigger
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Action
Add an activity
New activity added. response includes `more activities scheduled in context` to show if more are planned with the same entity. see tutorial on adding activities [here](https://pipedrive.readme.io/docs/adding-an-activity).
Why this helps
A sales meeting can be scheduled in Outlook while the corresponding Pipedrive record shows no planned activity.
- Keeps scheduled conversations visible in Pipedrive
- Reduces duplicate calendar administration
- Improves activity history around deals
Setup
Build it in a few focused steps.
- 1Connect Outlook and Pipedrive in Notis.
- 2Create an automation and describe which new Outlook sales meetings should become Pipedrive activities.
- 3Select New Calendar Event and choose a channel for run reports.
- 4Create a test customer meeting and confirm the Pipedrive activity.
Questions about this workflow
Can internal calendar events be ignored?
Yes. Tell Notis how to recognize customer and prospect meetings from their available context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Pipedrive. A trigger fires from one place; an action lands in another.
Outlook triggers
Pipedrive actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add a call log
Adds a new call log.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a channel
New messaging channel added; registration limited to admins. utilizes getconversations endpoint for data retrieval. requires messengers integration oauth scope and a prepared messaging app extension manifest.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Add a comment to a note
Adds a new comment to a note.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Add a deal
Add a new deal to pipedrive with any custom fields, which vary by account and are identified by long hash keys. check dealfields for existing custom fields. for details, visit the tutorial on adding a deal.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Add a follower to a deal
Adds a follower to a deal.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Add a follower to an organization
Adds a follower to an organization.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Add a follower to a person
Adds a follower to a person.
Add a follower to a product
Adds a follower to a product.
Connect any two apps with Notis in the middle.
Outlook and Pipedrive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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