Add Outlook-confirmed products to Pipedrive deals
Carry the customer's confirmed selection into the deal while the decision is current.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Add a product to a deal
Adds a product to a deal, creating a new item called a deal-product.
Why this helps
A customer's final product choice can remain only in email while the Pipedrive deal still shows incomplete commercial details.
- Keeps deal products aligned with customer decisions
- Reduces quote administration
- Prevents confirmed items from being omitted
Setup
Build it in a few focused steps.
- 1Connect Outlook and Pipedrive in Notis.
- 2Create an automation and describe how a clear product confirmation should add the existing product to its deal.
- 3Choose New Outlook Message and select a run-report channel.
- 4Send one test selection and verify the product on the deal.
Questions about this workflow
Does the product need to exist in Pipedrive?
Yes. This action attaches an existing Pipedrive product to the intended deal.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Pipedrive. A trigger fires from one place; an action lands in another.
Outlook triggers
Pipedrive actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add a call log
Adds a new call log.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a channel
New messaging channel added; registration limited to admins. utilizes getconversations endpoint for data retrieval. requires messengers integration oauth scope and a prepared messaging app extension manifest.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Add a comment to a note
Adds a new comment to a note.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Add a deal
Add a new deal to pipedrive with any custom fields, which vary by account and are identified by long hash keys. check dealfields for existing custom fields. for details, visit the tutorial on adding a deal.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Add a follower to a deal
Adds a follower to a deal.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Add a follower to an organization
Adds a follower to an organization.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Add a follower to a person
Adds a follower to a person.
Add a follower to a product
Adds a follower to a product.
Connect any two apps with Notis in the middle.
Outlook and Pipedrive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Pipedrive.