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How to integrate with Outlook/Microsoft 365

This how-to guide walks you through the steps to integrate Outlook/Microsoft 365 with Pipedrive.

victoriaworkflowsvictoriaworkflows
·16 steps·62 views·Published

This how-to guide walks you through the steps to integrate Outlook/Microsoft 365 with Pipedrive. Follow the detailed instructions to enhance your productivity and streamline your sales processes by authorizing and installing the necessary applications.

Step-by-step Guide16 steps

  1. Click on "Click here."

    Click on "Click here."
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  2. Click Marketplace

    Click Marketplace
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  3. Click on "Click here."

    Click on "Click here."
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  4. Type "outloo" in Search Pipedrive

  5. Click Outlook Integration

    Click Outlook Integration
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  6. Click Authorize

    Click Authorize
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  7. Click Allow and Install

    Click Allow and Install
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  8. Click Sign in with Microsoft

    Click Sign in with Microsoft
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  9. Click Accept

    Click Accept
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  10. Click on "Click here."

    Click on "Click here."
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  11. Type "Boost productivity" in Prevent errors, boost productivity...

  12. Click on "Click here."

    Click on "Click here."
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  13. Type "Sales" in Sales, Business Development, Real Estate...

  14. Click on "Click here."

    Click on "Click here."
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  15. Type "Pipedrive" in Microsoft AppSource, Pipedrive, Google...

  16. Click Continue

    Click Continue
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