New: Microsoft Teams integration 🚀

Daniele_358
Daniele_358 Posts: 6
Pipedrive Employee
edited July 24 in What's New #1

You can install the app here.

 

Why?

To improve the flow of information between Pipedrive and Microsoft Teams and save you time.

 

What can a user do?

  • Get private or channel real-time updates in MS Teams through Pipedrive's workflow automation
  • Schedule and join video meetings in MS Teams from Pipedrive

 

For whom?

Real-time updates are for users in the Advanced, Professional, and Enterprise plans.
Scheduling video meetings is available for all Pipedrive plans - For free Microsoft Teams plans, video meetings will be created via Skype.

 

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🧠 Learn all about Pipedrive Integration: Microsoft Teams with our Knowledge Base tutorial and our blog article: 🇬🇧 in English | 🇩🇪 auf Deutsch.

❓Do you use MS Teams? What's the first benefit this integration will bring you? Comment below.

💡 Follow What’s New and don’t miss any new releases.

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Comments

  • George_19404
    George_19404 Posts: 4
    edited February 25 #2

    Hi @Daniele,

    thanks for sharing this, will test it this week! 

    Do you know if  PD also offers a scheduling page, where i can offer prospects the ability to choose and book different meetings similar to Calendly or meetingbird e.g. 30 min marketing demo, 45 min IT Services intro etc. ? 

    BTW: Meetingbird has been bought by Front Scheduling, so I believe that many customers ( like me) will be looking for an alternative. https://help.meetingbird.com/en/articles/4606138-how-to-migrate-from-meetingbird-to-front-scheduling

    Best regards,

    George

     

  • Daniele_358
    Daniele_358 Posts: 6
    Pipedrive Employee
    edited December 2020 #3
    George said:

    Hi @Daniele,

    thanks for sharing this, will test it this week! 

    Do you know if  PD also offers a scheduling page, where i can offer prospects the ability to choose and book different meetings similar to Calendly or meetingbird e.g. 30 min marketing demo, 45 min IT Services intro etc. ? 

    BTW: Meetingbird has been bought by Front Scheduling, so I believe that many customers ( like me) will be looking for an alternative. https://help.meetingbird.com/en/articles/4606138-how-to-migrate-from-meetingbird-to-front-scheduling

    Best regards,

    George

     

    Hi @George ,

    Absolutely. Take a look here: https://www.pipedrive.com/en/blog/scheduling-tool

    We'll also add the integration with Microsoft Teams to it in the future.

  • George_19404
    George_19404 Posts: 4
    edited December 2020 #4
    George said:

    Hi @Daniele,

    thanks for sharing this, will test it this week! 

    Do you know if  PD also offers a scheduling page, where i can offer prospects the ability to choose and book different meetings similar to Calendly or meetingbird e.g. 30 min marketing demo, 45 min IT Services intro etc. ? 

    BTW: Meetingbird has been bought by Front Scheduling, so I believe that many customers ( like me) will be looking for an alternative. https://help.meetingbird.com/en/articles/4606138-how-to-migrate-from-meetingbird-to-front-scheduling

    Best regards,

    George

     

    Thanks for the quick reply @Daniele !

    I actually meant a scheduling page, where the client can choose from different meetings like the picture attached below.

    Your proposal seems a bit like a workaround, which works until i keep the different scheduling link in the email.... 

  • Nico Müller
    Nico Müller Posts: 9
    edited March 2021 #5

    Hi there,

    really welcome the baseline for the teams integration. For us the key feature required is the scheduling integration. Is there any active development on extending the teams integration to the scheduling tool?

  • Nejc Novak
    Nejc Novak Posts: 4
    edited January 2021 #6

    Hi, it would have been useful if Scheduler can schedule Teams calls. Now it just creates a plain meeting in the calendar... 

  • Alex Giess
    Alex Giess Posts: 16
    Second Anniversary Photogenic
    edited February 25 #7
    image

     

    I am getting a blank search filed and no search results when looking for a channel

  • Daniele_358
    Daniele_358 Posts: 6
    Pipedrive Employee
    edited November 2021 #8

    image

     

    I am getting a blank search filed and no search results when looking for a channel

    Hello Alex, sorry for the very late reply.

    Looks like you didn't link the Pipedrive app in Teams yet. Please, try going into the channel in Teams and typing "@pipedrive", then click on the Pipedrive from the menu, and add the command "link". You should see a message saying that it was linked successfully.

    It might be confusing because if you just type "@pipedrive link" and send, it doesn't work :(

    I hope that helps.

    image
  • Karine Labrecque
    Karine Labrecque Posts: 12
    edited November 2021 #9

    Hi Daniele,

    we would like to know if possible to send notification to chat lines in TEAM or only Chanels?