Keep Outlook and Pipedrive updated automatically.
Today someone reads the message, and after that it still has to land somewhere else before anything happens. This connector fixes that, and we build it on request: what happens in Outlook lands in Pipedrive by itself, in the shape Pipedrive expects. Tell us what you need and we agree exactly what should travel.
What this connector takes off your hands
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Today someone reads the message, and after that it still has to land somewhere else before anything happens.
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Today you create contacts by hand and search first whether someone exists, so no duplicate customer appears.
What Outlook to Pipedrive saves you
- Record every new request via Outlook against the right customer in Pipedrive.
- Record every appointment booked via Outlook against the right customer in Pipedrive.
- Record a Outlook message left unanswered against the right customer in Pipedrive.
What travels across the link
Everything this connector moves between Outlook and Pipedrive, and how often.
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Contacts
to Pipedrive automaticallyThe person or company lands on the right contact in Pipedrive, found by email, so you create nothing twice.
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Leads
to Pipedrive automaticallyEvery new enquiry becomes a lead in Pipedrive, so follow-up does not hang off a stray email.
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Notes
to Pipedrive automaticallyThe details land as a note on the contact in Pipedrive, so the picture of that contact stays complete.
What each side expects
Outlook and Pipedrive do not describe the world the same way. This is what has to line up.
Pipedrive
A CRM hangs everything off a contact, so that contact has to exist first and be recognisable, usually by email address.
Setting it up
- 01
Request the connector
Let us know you want to link Outlook to Pipedrive. We get in touch within 24 hours with a timeline.
- 02
We agree what should travel
Together we settle what should travel out of Outlook. A CRM hangs everything off a contact, so that contact has to exist first and be recognisable, usually by email address.
- 03
We build and test
You see the connector run on a few test records before anything becomes final.
What you need
- An account you administer, and the inbox or channel involved.
- An account you administer, with access to the data you want linked.
Where it runs
On app.schakel.app, with your own Schakel account. No webshop required.
We build this connector on request. Tell us what you need and we reply within 24 hours.
Common questions
Can you connect Outlook to Pipedrive?
Yes. Schakel connects through the official APIs of Outlook and Pipedrive, so you install nothing on your own server and nothing travels outside those two parties.
Does the connector prevent duplicate contacts in Pipedrive?
Yes. Contacts are matched by email, so an existing customer in Pipedrive is updated rather than a second one appearing.
Which contact in Pipedrive does the information from Outlook land on?
The contact that matches on email. If it does not exist yet, it is created with the details that come across from Outlook.
How are the Outlook fields mapped to Pipedrive?
You set once which field from Outlook belongs where in Pipedrive. After that every new submission lands in the right place automatically.
What does connecting Outlook and Pipedrive cost?
You start free and only pay once the connector is really running. After that the same tiers apply as for any other connector, based on how much runs through it each month.
How often does Outlook sync with Pipedrive?
That depends on your tier: hourly on the free tier up to real time on the unlimited tier. You can always start a sync yourself as well.
What if someone fills in the Outlook form twice?
Then it checks by email whether the contact already exists, so you do not create a duplicate in Pipedrive.
What if Outlook or Pipedrive is briefly unavailable?
Nothing gets lost. Schakel retries later and the log shows exactly what happened, so at most you notice something coming through a little later.
Missing something you need?
Tell us what Outlook and Pipedrive should do for you. If it is not in here yet, that is usually because nobody has asked. We build on request and we reply within 24 hours.