How to Integrate Microsoft Teams with Pipedrive

Quick summary

This tutorial shows how to integrate Microsoft Teams with Pipedrive using Make.com by building an automated scenario that triggers Teams notifications from Pipedrive events. The step-by-step workflow covers everything from creating a new scenario to running a live test of the completed integration.

Steps

1. Go to your Make.com dashboard and click '+Create a new scenario'.
2. In the scenario editor, click the add icon, search for 'Pipedrive' and click on it.
3. Select a trigger event for Pipedrive depending on what event you want to trigger this integration.
4. Click 'Create a webhook'.
5. Connect Make with Pipedrive by clicking the 'Create a connection' button.
6. Click the drop-down arrow and select a connection type.
7. Paste the API token of your Pipedrive account in the empty field.
8. Click 'Save'.
9. Add relevant details to your webhook and click 'Save'.
10. After setting the trigger with Pipedrive, add a second module by clicking the add icon and click 'Microsoft Teams'.
11. Select the action you want for Microsoft Teams.
12. Set up the workflow to define how Pipedrive triggers should result in actions in Microsoft Teams and click 'OK'.
13. After configuring both modules, run a test by clicking 'Run once' to ensure the integration works correctly.