Can I filter tasks based on deal stage?

Yes, DryMerge lets you filter tasks based on the deal stage. Specify which stages are crucial for task creation, and it will adjust the automation accordingly.

Can I assign tasks to specific team members?

Absolutely, DryMerge allows you to assign tasks to specific team members in Microsoft Teams. Just provide the details, and the automation will be set up accordingly.

Which people use this automation? What do they use it for?

Sales managers and team leads use this automation to ensure every new deal is properly tracked and managed within Microsoft Teams.

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Microsoft Teams + Pipedrive

Create Microsoft Teams tasks for new Pipedrive deals

Manage your sales pipeline more effectively by creating tasks in Microsoft Teams for every new deal added in Pipedrive. This ensures timely follow-ups and task management across your team.

New Deal in Pipedrive

Detects every time a new deal is added to Pipedrive.

Create Teams Task

Automatically creates a corresponding task for the deal in Microsoft Teams, ensuring timely follow-ups.

See more Microsoft Teams to Pipedrive integrations or use AI to customize your automation.

or pick a common variation below

Create Microsoft Teams events for Pipedrive milestones

Microsoft Teams + Pipedrive

Update Microsoft Teams status based on Pipedrive activities

Microsoft Teams + Pipedrive

Update Microsoft Teams with Pipedrive proposal statuses

Microsoft Teams + Pipedrive

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Microsoft Teams tasks for new Pipedrive deals"

Create Microsoft Teams tasks for new Pipedrive deals

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Microsoft Teams + Pipedrive.

Create Teams Channel

Creates a new channel in Microsoft Teams

Create Teams Channel Post

Creates a new post in a Microsoft Teams channel

Send Teams Chat Message

Sends a chat message to a Microsoft Teams chat

New Microsoft Teams Channel

Triggers when a new channel is created in Microsoft Teams

New Microsoft Teams Channel Post

Triggers when a new post is created in a Microsoft Teams channel

New Microsoft Teams Chat

Triggers when a new chat is created in Microsoft Teams

New Microsoft Teams Chat Message

Triggers when a new message is posted in a Microsoft Teams channel

Create Activity

Creates a new activity in Pipedrive

Update Activity

Updates an existing activity in Pipedrive

Delete Activity

Deletes an activity in Pipedrive

Create Deal

Creates a new deal in Pipedrive

Update Deal

Updates an existing deal in Pipedrive

App details

Microsoft Teams

Microsoft Teams is a unified communication and collaboration platform that combines chat, video meetings, file storage, and application integration. Streamline teamwork and automate workflows based on messages and events.