How to integrate Pipedrive with Microsoft Teams to automatically notify Microsoft Teams when a lead is registered in Pipedrive

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

For sales representatives, it is crucial to respond quickly to leads in order to seize opportunities for negotiations and deals.
If the registration of new leads is automated, prompt responses should be possible.
This article introduces how to set up the template "Automatically notify Microsoft Teams when a lead is registered in Pipedrive."

Benefits of Integrating Pipedrive and Microsoft Teams

Here are two summarized benefits of integrating these apps.

Benefit 1: Lead Registration Notifications are Promptly Delivered

By automating the integration of Pipedrive and Microsoft Teams, notifications are immediately delivered when a new lead is registered, allowing for quick sharing of lead information.
Quick responses to leads can increase the chances of securing deals and negotiation opportunities.
For sales representatives, how quickly they can approach new leads is crucial, so automatic notifications of new leads can be considered an effective automation.

Benefit 2: Smooth Sharing of Lead Information

Automating lead registration notifications makes it easy to share with the entire team.
If the notification destination in Microsoft Teams is set to the team's group chat, all members can grasp new leads, saving the trouble of checking in Pipedrive.
Receiving notifications means there is no need to constantly check for lead registrations, which is a significant advantage.

[About Yoom]

How to Create a Pipedrive and Microsoft Teams Integration Flow

This time, we will introduce how to set up the following template: "Notify Microsoft Teams when a lead is registered in Pipedrive."
Using this template is convenient as it eliminates the need to set up automation from scratch.

The process only has 2 steps, so it can be set up in 10-15 minutes.

Set up a flow bot that activates when a lead is registered
Set up an action to notify Microsoft Teams

If you are not using Yoom, please register for free here.
If you are already using Yoom, please log in.

How to connect Pipedrive and Microsoft Teams with Yoom

To connect Pipedrive and Microsoft Teams to Yoom, register your My Apps.
If you register your My Apps first, the subsequent automation settings can be done smoothly.

First, register your Pipedrive My Apps.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.
Select Pipedrive from "Search by App Name" or find it from the app list.

You will be redirected to the Pipedrive screen, scroll down and click "Allow and Install".

Next, register your Microsoft Teams My Apps, and select Microsoft Teams as you did before.
When you move to the following screen, please sign in.

If Pipedrive and Microsoft Teams are displayed in your My Apps section, the My Apps registration is complete.

How to notify Microsoft Teams when a lead is registered in Pipedrive

To set up automation, click "Try it" on the banner below.

Read the following screen display and click "OK".

Proceed to the following screen and check the "Title" and "Description".
If you want to make changes, you can do so by clicking on the relevant section.
First, to set up Pipedrive, click "When a lead is registered".

Once you proceed to the following screen, check the settings.

"Title" → Can be changed if necessary
"Account information to integrate with Pipedrive" → Confirm if the account is correct
"Trigger Action" → When a person is added

Proceed to the following screen and click "Test" → "Test Successful" → "Save".

Once you proceed to the following screen, send a Webhook event or execute a trigger event.
Click "Test" → "Test Successful" → "Save".

Next, to set up Microsoft Teams, click "Notify Microsoft Teams".
Proceed to the following screen and check the settings.

"Title" → Can be changed if necessary
"Account information to integrate with Microsoft Teams" → Confirm if the account is correct
"Action" → Send a message to the channel

Once you proceed to the following screen, select "Team ID" and "Channel ID" from the options.

Scroll down and read the description below the message field to set the "Message".
* By clicking the red frame, you can use Pipedrive's output.
{{last_name}} ← The output will be displayed like this.
Select the Pipedrive content you want to check in Microsoft Teams.

If there are other necessary items, please enter them.
Once the setup is complete, click "Test" → "Test Successful" → "Save".

Finally, click "Turn on Trigger" to complete the automation setup.

Flowbot template used this time
Notify Microsoft Teams when a lead is registered in Pipedrive

Other Examples of Automation Using Pipedrive and Microsoft Teams

1. This is a flow that automatically registers a lead in Pipedrive when an input form is submitted.
This automation uses Yoom's form, which is useful for obtaining survey or inquiry content.

2. This is a flow where a lead is automatically created in Pipedrive when a row is added in Google Sheets.
For those managing lead information with Google Sheets and Pipedrive, this automation makes lead registration convenient.

3. This is a flow that automatically transcribes and summarizes meeting minutes after a Zoom meeting ends, and notifies Microsoft Teams.
By implementing this automation, you can save the effort of manually transcribing the content of Zoom meetings.

Summary

In this article, we introduced how to set up the template "Automatically notify Microsoft Teams when a lead is registered in Pipedrive."
By integrating Pipedrive with Microsoft Teams and automating new lead registration notifications, the approach to leads becomes proportionally smoother.
Being able to respond quickly may ultimately increase opportunities for negotiations and deals.
You can check the automation templates using Pipedrive available on Yoom here.
Utilize other templates as well to streamline your daily tasks.

If you are interested in trying Yoom, you can register for free here.