Pipedrive Automation

How to connect Pipedrive to Microsoft Teams

Stop dealing with delayed notifications about hot leads. This guide shows you how to automatically Send Message in Microsoft Teams whenever Deal Won happens inside Pipedrive.

Pipedrive
Pipedrive
Trigger
→
Microsoft Teams
Microsoft Teams
Action

Why automate this workflow?

Manual processes introduce delays and errors. With this automation you real-time lead notifications where you work. It runs 24/7 so your team never misses key context.

Step-by-step implementation

  1. 1

    Create a scenario in Make.com

    Sign up or log in. Click "Create a new scenario" and choose Pipedrive as the first module.

  2. 2

    Configure the trigger

    Select Deal Won inside Pipedrive. Authorize your account and set any filters you need.

  3. 3

    Add the Microsoft Teams action

    Choose "Send Message" and map fields from the trigger. Test once and turn it on.

FAQ

Is this integration free?

Yes. The free tier of most automation platforms supports a few hundred operations per month—perfect for piloting.

Do I need to code?

No. Everything is handled via drag-and-drop builders. Advanced users can still inject custom logic if needed.