Can I filter which meeting notes to log?

Absolutely, you can set criteria for which meeting notes to log. Define your filters, and DryMerge will manage the automation for you.

Can I log notes to a specific channel or group?

Yes, you can choose where to log the notes within Microsoft Teams. Simply specify your preference, and DryMerge will set up the automation accordingly.

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

Customer success teams and account managers use this to ensure that meeting notes are consistently logged and accessible, aiding in follow-ups and action items.

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Microsoft Teams + Pipedrive

Log Pipedrive meeting notes in Microsoft Teams

Maintain consistent records by logging meeting notes from Pipedrive into Microsoft Teams. This helps your team stay organized and ensures vital information is easily accessible across platforms.

New Meeting Note

Detects when a new meeting note is added in Pipedrive.

Log Note in Teams

Automatically posts the meeting note to a specified Microsoft Teams channel, keeping your team updated and organized.

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

or pick a common variation below

Post Pipedrive sales targets in Microsoft Teams

Microsoft Teams + Pipedrive

Share Pipedrive contact updates in Microsoft Teams

Microsoft Teams + Pipedrive

Share Pipedrive deal forecasts in Microsoft Teams

Microsoft Teams + Pipedrive

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Log Pipedrive meeting notes in Microsoft Teams"

Log Pipedrive meeting notes in Microsoft Teams

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

List Teams Chats

Lists all chats in Microsoft Teams

List Teams Channels

Lists all channels in Microsoft Teams

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

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.