Add Outlook contacts to Pipedrive
Make every useful new contact available where sales follow-up happens.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
Add a person
Add a new contact in pipedrive with optional custom fields unique to each account found using the `personfields` endpoint. the endpoint also handles `data.marketing status` for campaigns product users.
Why this helps
Contacts saved from email or meetings can remain isolated in Outlook while the Pipedrive relationship history stays incomplete.
- Keeps newly saved contacts ready for outreach
- Avoids duplicate contact entry
- Connects inbox relationships with CRM work
Setup
Build it in a few focused steps.
- 1Connect Outlook and Pipedrive to Notis.
- 2Ask Notis to add complete new Outlook contacts to Pipedrive using one plain-language prompt.
- 3Pick New Contact Added and choose where run reports should arrive.
- 4Add a test contact in Outlook and confirm the person is created correctly.
Questions about this workflow
Can personal contacts be excluded?
Yes. Describe which business or partnership contacts should be added and which should remain only in Outlook.
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
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Add a call log
Adds a new call log.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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 Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Add a comment to a note
Adds a new comment to a note.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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 Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Add a follower to a deal
Adds a follower to a deal.
Add a follower to an organization
Adds a follower to an organization.
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.
Not just Outlook and Pipedrive. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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