How to Integrate Pipedrive with Outlook
You can achieve this integration using automation tools like Zapier. Here’s a step-by-step guide
to set up this integration.
- Log in to Zapier, click on "Create," and then select "Zaps" to get started.
- Click "Trigger" to proceed.
- Search for "Pipedrive" to set it as Trigger App.
- Choose a trigger event.
- Sign in to your Pipedrive account and click "Continue."
- Click “Test trigger.”
- Click "Continue with selected record."
- Search and select "Outlook" as the action app.
- Choose an event under Outlook.
- Login to your Outlook account, then click “Continue.”
- Complete and customize the required fields, then select "Continue."
- Click “Test step.”
- Click "Publish" to complete the integration.
Completing these steps will integrate Pipedrive with Outlook, boosting your content management and productivity.
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