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Pipedrive and Microsoft Teams integration

Easily show your live Pipedrive data inside Microsoft Teams

Get the power of a smart assistant that talks to your Pipedrive data and pin relevant Adaptive Cards to the built-in dashboard

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Screenshot of Microsoft Teams
App picker with Pipedrive selected
Pipedrive icon

Pipedrive

Activities

Your Pipedrive data is now securely showing in Microsoft Teams

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Integrate Pipedrive with Microsoft Teams through adenin! Our SaaS app acts as a bridge, allowing you to pull in data from Pipedrive and display it directly within your preferred Microsoft 365 suite, thanks to our use of Adaptive Cards. Enjoy the convenience of a smart chatbot, easily fillable forms and a practical dashboard all within your familiar Microsoft workspaces.

  • Experience the power of Adaptive Cards, bringing Pipedrive's data to life in a visually appealing and interactive manner.
  • Harness the potential of our smart chatbot, serving you insightful Pipedrive data on-demand, right in Teams or Outlook.
  • Simplify data input with our integrated forms feature, making it easy to update Pipedrive without leaving your channel.
  • Stay organized and informed with our dashboard feature, centralizing your Pipedrive data for quick access and reference.
  • Seamlessly integrate with Microsoft 365, including Teams and Outlook, so you can access Pipedrive data in the tools you use daily.
  • Leverage the convenience of a MetaOS app, keeping all of your Pipedrive and Microsoft 365 data in one unified space.

Ready to streamline your workflow and boost your productivity? Start your free adenin account today!

Connect Pipedrive to Microsoft Teams now

About adenin’s Microsoft Teams channel

Ask your adenin smart assistant anything in Microsoft Teams, just like you would ask a colleague. The built-in language processor, understands user questions naturally and pulls up the correct real-time data to fulfill their request. Save your team valuable time... Read more

Alternative chatbot to Microsoft Teams

ChatGPT

Frequently asked questions about Microsoft Teams Pipedrive integration (FAQ)

What data sources are available for Pipedrive?

Pipedrive provides the following 3 data sources:

Pipedrive integration
Activities
Show you a list of your recent Pipedrive activities along with their active and busy states
Pipedrive integration
Leads
Show you a list of your Pipedrive leads along with their value and expected close date
Pipedrive integration
Tasks
Shows you tasks from all your projects in one list along with their due date

Is the Microsoft Teams integration free?

Yes, Microsoft Teams is one of the channels built-in into adenin, a platform that integrates all kinds of work apps into a personal dashboard as well as your other work applications, such as intranets or chatbots. Bear in mind that, even though channels such as Microsoft Teams are free, the use of adenin (including using data from Pipedrive) incurs usage charges according to your plan. See the pricing page for details →

Who is the Microsoft Teams integration for?

adenin’s Microsoft Teams connector is a popular choice for Marketing and Sales teams at small to large organizations. The data sources that are built into Pipedrive (see above) are incredibly simple to integrate into Microsoft Teams and don't require any technical know-how. The adenin platform completely handles authenticating with Pipedrive and then loads your data into an Adaptive Card layout that, in turn, will be embedded into Microsoft Teams.

Do I have to be a developer to use the Microsoft Teams integration with Pipedrive?

No, the integration is designed to help busy managers stay on top of their various workplace applications, where Pipedrive is just one of many examples (see others). As such, we designed many tools that reduce the amount of coding expected of users: Starting with the Pipedrive integration, which you can set up yourself in just a few, completely code-free, steps (see instructions).

Then with the built-in Card designer we automatically generate a layout from your Pipedrive data. You could tweak this further in the low-code designer, either yourself if you have some HTML-related skills, or with a little help from us – just reach out to one of the team.

Lastly, there will be the Microsoft Teams integration which is self-explanatory to install. Just check the installation instructions section for more details.

How does adenin ensure my Pipedrive data is safely delivered to Microsoft Teams?

We use the secure OAuth standard which means you authorize adenin accessing your Pipedrive data and in turn authorize us to share this data with Microsoft Teams. Both of these authorizations can be revoked by you at any point through the Linked accounts menu (requires user account). No data is ever stored on adenin servers, instead it is directly sent to the client (in this case Microsoft Teams) who will treat it in accordance with their privacy policy. Please also check out our Privacy Policy for more details.

Install Pipedrive integration for Microsoft Teams

With adenin you can easily integrate any business app into Microsoft Teams

  1. Click the Add button below

    adenin logoAdd Pipedrive to adenin

  2. Either log in or create your free adenin account. Then you will be directed to your personal dashboard where the installation of your Pipedrive integration will start.

  3. Follow the steps in the modal by clicking Next including selecting your data source, authorizing your Pipedrive account and more attributes (if they are required).

    At the end click Finish and our built-in smart technology generates a Card with the live data it received from the Pipedrive API.

    Image of Pipedrive securely connecting with authorization from user
    Pipedrive icon

    Pipedrive

  4. Your Card will now appear on your adenin dashboard.

  5. Modify or embed your Pipedrive Adaptive Card from the ··· button in the top right-hand corner of your card:

    Click Edit in Designer to open the Card’s layout in the low-code Adaptive Card designer.

    By clicking Share you can see options for embedding your Card into intranet and chatbot channels. For example, your Pipedrive works as a SharePoint web part, or with chatbots such as Microsoft Teams.

To begin, add the adenin’s Microsoft Teams integration to your Microsoft Teams account.

Simply follow the Add to Teams button to open the adenin app in Microsoft Teams. Click Add to add it to your Teams account.

Then you can choose between Chat and Dashboard to either speak to the chatbot or see your personal dashboard.

If you see an error message like this, it's likely that you don't have the correct permissions to install our Teams app. Please contact your administrator.

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With all our other apps, your possibilities are endless

adenin’s Microsoft Teams integration isn't just limited to CRM applications, such as Pipedrive. Truly transform your Microsoft Teams experience by simply browsing our App Directory for all your other work tools.

It’s like a personal homescreen where you can monitor everything with ease and from one central location.

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