Integrating Outlook with Pipedrive - Help

Tom Stapleton
Tom Stapleton Member Posts: 4
edited July 2022 in Apps and Integrations #1

Hi Guys, We're looking to build a Zapier integration with Pipedrive for all email enquires that flow through.

The Process

Every time an email hits our admin email account - we want to create a deal on our admin Pipeline, so the entire team can see enquiry - who its from and the basic details as well.

The issue is, we may have existing customers or new people making enquires, so it would be great to know if you can add a find function that will link the enquiry to an existing customer if necessary? if the enquiry comes from a new person, we would want to create that person in Pipedrive as well.

Has anyone done this before?

Tagged:

Comments

  • andres
    andres Member Posts: 8
    Photogenic First Anniversary
    edited January 2022 #2

    Hey Tom, this can easily be done on Zapier.

    Basically, you have to use email or ID to look if this person exists on PD already or not.

    You can have different flows depending if it exists or not.  

    Let me know if you need help setting it up.

    Cheers!

Categories