Capture qualified Outlook inquiries in Pipedrive
Let a promising email become a visible lead before the inbox moves on.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Add a lead
Pipedrive api lets you add leads linked to people or organizations and tags them with 'api' source. custom fields from deals apply to leads and appear in responses if set. details are in the tutorials for adding and updating leads.
Why this helps
A genuine inquiry can disappear beneath new messages before anyone creates a CRM record or remembers to follow up.
- Moves promising inquiries into the sales queue
- Reduces repetitive CRM entry
- Makes email demand easier to track
Setup
Build it in a few focused steps.
- 1Connect Outlook and Pipedrive to Notis once.
- 2Create an automation and describe which incoming sales inquiries should become Pipedrive leads in one plain-language instruction.
- 3Choose New Outlook Message and select where Notis should report runs.
- 4Send a realistic test inquiry and confirm the lead appears in Pipedrive.
Questions about this workflow
Can newsletters and automated receipts be ignored?
Yes. Describe the signals of a genuine sales inquiry so Notis can skip unrelated messages.
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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