Microsoft Teams Integration

Thomas Hughey
Thomas Hughey Member Posts: 2
edited July 2022 in Sales CRM #1

Unfortunately, the way Pipedrive populates a Microsoft Teams invites makes it completely worthless. It is too ugly to send to a client.

Below images compare Pipedrive-side creation vs Outlook-side creation. Unless there is some kind of legal issue that precludes Pipedrive from creating an MS Teams invite exactly as the below image, I'm not sure why it wouldn't.

Because of this problem, the workflow of creating an MS Teams meeting that is synced to Pipedrive is quite wonky. You have to first create the activity, let it sync, then edit the activity in Outlook. As opposed to just doing all of this in Pipedrive.

Now a Pipedrive rep may mention that we can use two way sync. Unfortunately, two way sync is primarily useless (as mentioned in many posts in this forum.) 

Pipedrive Version
Outlook Version