Knowledge Base

Topics
Setting up the integration
Sending notifications to Microsoft Teams
Schedule video meetings
Uninstalling the integration

Pipedrive Integration: Microsoft Teams

BF
Breandan Flood, June 17, 2024
Note: This feature is only available on Advanced and higher plans.

Pipedrive's integration with Microsoft Teams will allow you to send real-time updates from Pipedrive to Microsoft Teams using the Automations feature, so your team can stay informed even if they’re not Pipedrive users.

With the integration, you can send either personal or channel messages based on updates to your deals, contact organizations, or contact people.

The integration will also allow you to schedule video meetings right from your activity view.

Learn more about workflow automation


Setting up the integration

You can install the integration by going to Tools and apps > Microsoft Teams and clicking ”Connect now”.

You can also install the integration from the Schedule an activity prompt.

As an alternative, you can also install the integration directly from our Marketplace page.

You’ll be prompted to open the Microsoft Teams app on your device, but you can also connect directly from the web app.

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You’ll then have to add Pipedrive as an app in your Microsoft Teams account. The integration will allow you to send notifications to direct messages or to team channels.

If you want to send notifications to a specific team’s channel, you’ll need to select the team by clicking on “Add to a team”.

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You’ll see a message from the Pipedrive bot, displaying the option to Connect Pipedrive. Once you select this, you’ll be prompted to Allow and Install the Pipedrive app.

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Once you click Allow and Install, a unique code will be generated for you. Copy this code and enter it into the Pipedrive channel in Microsoft Teams to complete your setup.

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Your setup is now complete, and you can begin using Pipedrive’s Microsoft Teams integration.


Sending notifications to Microsoft Teams

Note: Real-time updates are only available to users on the Advanced and higher plans.

To start creating a workflow automation that will send notifications to team channels, you’ll need to first go to the channel you wish to send your message, and follow these steps:

  • Type @pipedrive
  • Click on “What can I do?
  • Click on “link“
  • Send the message
  • A message should appear informing that the app was successfully linked

This will link your Pipedrive account to that particular channel.

You can then set up the notification in workflow automation. You can send the notification as a direct message or to a channel. In your workflow automation, select Microsoft Teams > Send channel a message or “Send direct message”.

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Notifications sent as a direct message will appear in the Pipedrive bot window.

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You can learn more about the workflow automation feature in this article.


Schedule video meetings

Note: For Microsoft Teams free plans, Microsoft will generate a Skype meeting instead of a Teams one.

You can also schedule Microsoft Teams video meetings directly from your activity view in Pipedrive. To make an activity, create an activity and click on "Make it a Teams meeting" next to the video icon.

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The activity’s location and description will automatically be populated to include the meeting link and invite.

Note: Active calendar sync is required to send activity invites. Learn how to sync your calendar in this article.
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Note: If you’re using Pipedrive’s Meeting Scheduler feature, you can use the Microsoft Teams integration to schedule video calls through meeting scheduler. You can read more about how to do this here.

Uninstalling the integration

You must follow three steps to uninstall the Microsoft Teams integration.

First, you must uninstall the app from Microsoft Teams. In the sidebar, right-click on the app and select ”Uninstall.

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From the pop-up, click Uninstall.

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You’ll then need to command unlink from the Pipedrive bot in Teams. Type “@Pipedrive unlink” to stop receiving updates in the chosen team or channel.

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Lastly, you’ll need to uninstall the integration from Pipedrive. Go to Integrations > Microsoft Teams and select "Uninstall" in the top-right hand corner to finish uninstalling the integration.

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Note: If you’re experiencing errors or connection trouble with your Microsoft Teams integration, please uninstall the integration, then clear browser cache and reinstall. If errors persist, please contact our support team.
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