Can I filter which scheduled emails to convert to deals?

Yes, you can filter scheduled emails by criteria such as subject lines or sender addresses. Provide your filtering criteria, and DryMerge will manage the conversion.

Can I specify which sales pipeline these deals go into?

Yes, you can determine the specific sales pipeline or stage for these deals. DryMerge will configure this based on your instructions.

How do I create deals from scheduled emails in Pipedrive?

DryMerge handles the deal creation process. Ensure that both Outlook and Pipedrive are authorized and connected during setup.

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

Sales executives and account managers use this automation to ensure scheduled email communications are converted into actionable deals within Pipedrive.

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Microsoft Outlook + Pipedrive

Create Pipedrive Deals from Scheduled Outlook Emails

Automatically create Pipedrive deals from emails scheduled in Outlook. Keep your sales pipeline dynamic and ensure no potential deals are overlooked.

Scheduled Email in Outlook

Triggers when an email is scheduled to be sent from Outlook.

Create Deal in Pipedrive

Creates a new deal in Pipedrive from the scheduled email details.

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

or pick a common variation below

Create Pipedrive Deals from Flagged Outlook Emails

Microsoft Outlook + Pipedrive

Create Pipedrive Notes from Key Outlook Emails

Microsoft Outlook + Pipedrive

Create Pipedrive Tasks from Flagged Outlook Emails

Microsoft Outlook + Pipedrive

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Pipedrive deals from scheduled Outlook emails"

Create Pipedrive deals from scheduled Outlook emails

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 Outlook + Pipedrive.

Send Email

Sends an Outlook email

Make Draft

Makes a draft in Outlook

Forward Email

Forwards an Outlook email

Create Calendar Event

Creates a new Outlook calendar event

Update Calendar Event

Updates an existing Outlook calendar event

Delete Calendar Event

Deletes an Outlook calendar event

Search Calendar Events

Searches for Outlook calendar events within a specified time range

List Labels

Lists all labels (categories) in Outlook

List Folders

Lists all folders in Outlook

Move Email to Folder

Moves an email to a specific folder in Outlook

Add Category to Email

Adds a category to an email in Outlook

Flag or Unflag Outlook Email

Flags or unflags an email in Outlook

App details

Microsoft Outlook

Outlook is a personal information manager from Microsoft, primarily an email client. Automate email communication and manage calendar events.

Pipedrive

Pipedrive is a sales CRM and pipeline management software. Track deals, communicate with customers, and automate sales processes.

Related apps

Gmail

Email Client

Google Calendar

Calendar Events

HubSpot

CRM Platform

Salesforce

Sales CRM

Get Started with DryMerge

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