Understanding Pipedrive's Integration with Microsoft Outlook
7/8/2025
Yes, Pipedrive integrates with Microsoft Outlook. This integration helps users boost productivity. It allows for synchronization of contacts, emails, calendars, and tasks between the two platforms. Below are several ways you can connect Pipedrive with Outlook.
Pipedrive for Outlook Add-in
The first option is the Pipedrive for Outlook add-in. This official add-in lets you manage Pipedrive data right from the Outlook interface. Here are some key features:
- Access to Pipedrive Data: You can view contacts, organizations, deals, activities, and notes without leaving Outlook.
- Data Entry: It allows you to create new contacts, deals, and notes directly from Outlook.
- Compatibility: This add-in works with both desktop versions (Windows and Mac) and the web version of Outlook.
A free 7-day trial is available for this add-in. After that, you will need a subscription to continue using it. For more details, visit Pipedrive's outlook add-in page.
SaySync Integration
The second integration option is SaySync. This tool provides a smooth connection between Pipedrive and Outlook. Here’s what it can do:
- Contact Management: You can easily identify which Outlook contacts are already in Pipedrive. It also allows adding new contacts right from Outlook.
- Deal Management: With SaySync, you can view and create Pipedrive deals within Outlook.
- Activity Tracking: Manage Pipedrive activities and notes without having to switch applications.
This integration simplifies workflows. It keeps all communication and sales data in one place. For more information, check out SaySync.
Pipelook Add-in
The third integration option is the Pipelook add-in. This tool connects Pipedrive with Outlook. Some features include:
- Automatic Contact Lookup: This add-in automatically looks for matching contacts in Pipedrive when you read an email. It displays all associated data.
- Deal Management: You can view and create deals related to the email sender right from the Outlook side panel.
This tool helps you work more effectively by reducing the need to switch between applications. Find out more at Pipelook's page.
Unito Two-Way Sync
The fourth option is Unito, which offers a two-way sync between Pipedrive and Outlook. Here’s what it provides:
- Live Sync: It ensures real-time updates between both platforms.
- Customizable Rules: Users can define what data gets synchronized.
- Field Mapping: You can link related fields between the two tools, including comments, assignees, and attachments.
This solution guarantees data consistency and reduces manual data entry efforts. More details can be found on Unito's site.
Zapier Automation
- Email Notifications: Send Outlook emails when new deals are created in Pipedrive.
- Contact Syncing: Create Pipedrive contacts directly from new Outlook contacts.
- Calendar Events: Add Outlook calendar events for new activities in Pipedrive.
This option simplifies repetitive tasks without needing coding skills. For more, visit Zapier's page.
Zoho Flow Integration
The final method is Zoho Flow. This tool allows users to build custom integrations between Outlook and Pipedrive through a no-code drag-and-drop builder. Key features include:
- Triggers and Actions: Set up workflows based on specific events within either application.
- Comprehensive Workflow Elements: Connect both tools with over 950 other apps.
This option is ideal for users looking for tailored workflows. Learn more on Zoho Flow's website.
Conclusion
In summary, Pipedrive offers various integration options with Microsoft Outlook. Each option caters to distinct user needs and preferences. These integrations help streamline workflows, enhance data consistency, and improve overall productivity. By selecting an integration that fits your needs, you can manage your sales and communication tasks more efficiently. Choose what best suits your workflow and enhance your productivity.