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Salesforce

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Microsoft Dynamics 365

Microsoft Teams

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ServiceNow

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Microsoft Sharepoint

Zendesk Sell

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Lever

Jira

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Agile CRM

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Aircall

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SalesforceIQ

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Slack

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Mindbody

Jive

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Miro

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Huddle

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Insightly

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Dynamo

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Pipeliner

Freshsale

Freshsales

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Send an email to the specified recipients.

Send mail

Microsoft Outlook Live1

Integrations

Flexible Microsoft Outlook integrations

Microsoft Outlook Live2

Automation

Seamless Microsoft Outlook automation

Microsoft Outlook Live3

Use cases

Email and calendar processes at scale

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How Automation is Changing the Face of Business

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Streamline strategic sales with an automated deal desk

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The ultimate guide to automating the entire lead lifecycle

Vox Media is on the Tray platform

Vox Media connects and automates pre- and post-sales to streamline workflow

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business-automation

GDPR compliance for US companies: What you need to know

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Microsoft Outlook

Collaboration

Currency codes DDL

Delete organization

List deals DDL

Create activity

Create deal

Create note

Create organization

Create person

Searches all organizations by their name.

Find organizations by name

Find a list of users by their email address or name.

Find people

Find users

Get activity

Returns details of a specific deal. Note: This also returns some additional fields which are not present when asking for all deals.

Get deal

Get a list of all the pipelines in Pipedrive.

List pipelines

Returns open and won deals, grouped by the defined interval.

Get deals timeline

Returns details of an organization. Note: This also returns some additional fields which are not present when asking for all organizations.

Get organization

Returns details of a person. Note: This also returns some additional fields which are not present when asking for all persons.

Get person

Get pipeline stage

Get user

Returns all activities assigned to a specified user. If no user specified, user authenticated on API will be used.

List activities

List activities DDL

List activity types

List activity types DDL

Returns data about all fields deals can have.

List deal fields

List deal fields DDL

List deals

Returns a list of deals associated with a specified person.

List deals associated with a person

List field keys DDL

List filters

List filters DDL

Get a list of all of the deals for an organization.

List organization deals

Returns data about all organization fields.

List organization fields

List pipelines DDL

List organizations

List people

List people DDL

List person fields

Get a list of all the pipeline stages in Pipedrive.

List pipeline stages

List pipeline stages DDL

Get a list of all the users in Pipedrive.

List users

List users DDL

Merge with deal ID

Merge with person ID

Perform search

Performs a search from a specific field's values. Results can be either the distinct values of the field (useful for searching autocomplete field values), or actual items IDs (deals, persons, organizations or products).

Perform search using specific field

Update activity

Update deal

Updates the properties of an organization.

Update organization

Update person

Pipedrive is a CRM & pipeline management tool that helps you focus on actions that matter. By sales pros, for sales pros.

List webhooks

Delete webhook

Create webhook

Webhook

Pipedrive

Subscribe to push notifications from Pipedrive.

On push notification

Pipedrive 1

Pipedrive automation for any use case

Pipedrive 2

Pipedrive 3

Heavy-duty Pipedrive use cases

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

sales marketing mix

Sales ops best practices

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Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.

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Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

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Sales

The State of Marketing technology eBook by Tray.io

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Aberdeen Report: Marketing technology—controlling the chaos

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Personalization is shifting from email to omni-channel. Are you ready?

Automating Lead List Uploads: Mission-Critical, and Much Easier than You Think

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Jellyvision improves lead response speed, conversions, and win rate with automation

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Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

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Marketing

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Customer Relationship Management (CRM)

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Product - Experiences

Product - Capabilities

Product - Platform Features

See Pricing / see packages

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Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

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IBM gets 95% boost in data delivery and reporting using the Tray.io Universal Automation Cloud

Customer Spotlight

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A strategic platform with solutions for mission critical use cases

Solutions

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Mixpanel accelerates mission-critical order-to-cash process by 25%

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Your journey to automation excellence starts here

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Eventbrite accelerates high-quality integration delivery at scale and lifts customer satisfaction

Microsoft Outlook and Pipedrive integration + automation

Popular Microsoft Outlook and Pipedrive integrations

Microsoft Outlook and Pipedrive Connector Details

Microsoft Outlook

Pipedrive

Tray.io is the leader in low-code automation

Similar connectors to Microsoft Outlook and Pipedrive

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