How to Integrate Microsoft Teams with Pipedrive
To integrate Microsoft Teams with Pipedrive, follow these steps:
- Go to your Make.com dashboard, click on '+Create a new scenario'.
- In the scenario editor, click the add icon, search for 'Pipedrive' and click on it.
- Select a trigger event for Pipedrive, depending on what event you want to trigger this integration.
- Click 'Create a webhook'.
- Connect Make with Pipedrive by clicking the 'Create a connection' button.
- Click the drop-down arrow and select a connection type.
- Paste the API token of your Pipedrive account in the empty field.
- Click 'Save'.
- Add relevant details to your webhook and click 'Save'.
- After setting the trigger with Pipedrive, add a second module by clicking the add icon and click 'Microsoft Teams'.
- Select the action you want for Microsoft Teams.
- Set up the workflow to define how Pipedrive triggers should result in actions in Microsoft Teams and click 'OK'.
- After configuring both modules, run a test by clicking 'Run once' to ensure the integration works correctly.
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