Integrate Microsoft Office 365 to Pipefy in one click, or tell Integrately AI how you want each contact handled. Create cards, update fields, notify your team, and trigger follow-ups automatically.
message can be a great way to keep organized and on top of your tasks, but it can also be difficult to keep track of all the messages you receive. Also what do you do when you receive a message that requires a card to be created?
Simple. Use this Microsoft Office 365 and Pipefy automation to create a card in Pipefy for the task so that it is easily trackable and doesn't get lost in your inbox. Set up this process so that you can start getting organized with your tasks today.
If you're a busy person, then you know that time is precious. That's why so many people are using online calendars and to-do list tools to help them stay organized.
If you're already using Microsoft Office 365 and Pipefy, then this automation is for you. It helps you connect the two tools so that event added to your Microsoft Office 365 account automatically create card in Pipefy.
So whether you're planning a meeting or just tracking tasks, this Microsoft Office 365 - Pipefy integration can make your life a little bit easier. You'll have a handy reference for all your upcoming events right on your Pipefy board.
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Microsoft Office 365 + Pipefy flow
Bring messaging, task management, storage, email, CRM, and video meetings into your workflows once contacts and cards are processed. Pick a combination and activate it in one click.
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Slack (4)
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Asana (3)
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Google Drive (3)
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Gmail (3)
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HubSpot (3)
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Zoom (3)
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Create a Pipefy card for every new Microsoft Office 365 contact, and notify your sales team in Slack
New Microsoft Office 365 contacts immediately generate a Pipefy card while Slack alerts your team, eliminating manual data entry.
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When a Pipefy card moves to a new stage, update the Microsoft Office 365 contact and post the update in Slack
Card stage changes in Pipefy update your Microsoft Office 365 contacts and notify your team in Slack automatically.
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When an email is received in Microsoft Office 365, update the Pipefy card field and alert your team on Slack
Incoming emails update your Pipefy card fields and notify your team in Slack so nothing gets missed.
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Use Claude to summarise every new Microsoft Office 365 email, create a Pipefy card, and notify your team in Slack
Claude generates a concise summary of incoming Microsoft Office 365 emails, creates a Pipefy card, and alerts Slack.
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Create a Pipefy card from every new Microsoft Office 365 contact and add a follow-up task in Asana
New Microsoft Office 365 contacts create a Pipefy card and generate a corresponding task in Asana automatically.
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When a Pipefy card is completed, update the Microsoft Office 365 contact and mark the Asana task complete
Completed Pipefy cards update your Microsoft Office 365 contact records and mark your Asana tasks finished.
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When an email is received in Microsoft Office 365, update the Pipefy card and create an Asana task
Incoming emails update your Pipefy workflow cards and generate review tasks in Asana.
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Retrieve email attachments from Microsoft Office 365, create a Pipefy card, and save files to Google Drive
Email attachments from Microsoft Office 365 create Pipefy cards and get safely stored in Google Drive.
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When a Pipefy card is created, retrieve Microsoft Office 365 event attachments and store them in Google Drive
New Pipefy cards trigger Microsoft Office 365 event attachment retrieval and save them in Google Drive.
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When a Pipefy card is completed, update the Microsoft Office 365 contact and archive files in Google Drive
Completed Pipefy cards update Microsoft Office 365 contacts and organise project documentation in Google Drive.
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Create a Pipefy card from every new Microsoft Office 365 contact and send a welcome email via Gmail
New Microsoft Office 365 contacts generate a Pipefy card and trigger a welcome message in Gmail.
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When a Pipefy card moves to a new stage, update Microsoft Office 365 and send a notification via Gmail
Pipefy card movements update Microsoft Office 365 contacts and send client updates via Gmail.
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When an email is received in Microsoft Office 365, update the Pipefy card and send a confirmation via Gmail
Incoming Microsoft Office 365 emails update Pipefy workflow cards and trigger confirmation emails in Gmail.
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Create a Pipefy card from every new Microsoft Office 365 contact and add a record in HubSpot
New Microsoft Office 365 contacts create a Pipefy workflow card and generate a contact record in HubSpot.
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When a Pipefy card moves to a new stage, update Microsoft Office 365 and update the deal in HubSpot
Pipefy card movements update Microsoft Office 365 contacts and sync deal stages in HubSpot.
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When an email is received in Microsoft Office 365, update the Pipefy card and log an activity in HubSpot
Incoming Microsoft Office 365 emails update Pipefy workflow cards and log communication activities in HubSpot.
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Create a Pipefy card from every new Microsoft Office 365 contact and schedule a meeting in Zoom
New Microsoft Office 365 contacts generate a Pipefy workflow card and set up a consultation in Zoom.
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When a Pipefy card moves to a new stage, update Microsoft Office 365 and create a review meeting in Zoom
Pipefy card stage changes update Microsoft Office 365 contacts and schedule team review sessions in Zoom.
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When a calendar event is created in Microsoft Office 365, update the Pipefy card and schedule a Zoom call
New Microsoft Office 365 calendar events update Pipefy workflow cards and set up meetings in Zoom.
Supported triggers and actions for Microsoft Office 365 and Pipefy
Mix and match to build the exact automation you need
Automatically generate a new Pipefy workflow card whenever a contact is created in Microsoft Office 365. Eliminate manual transcription and start processing requests immediately.
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Capture every submitted contact detail
Map all available Microsoft Office 365 contact fields into corresponding Pipefy card attributes. Your boards receive complete information for every intake.
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Notify your team instantly
Send alerts to team members the moment an important email is received or a calendar event is updated in Microsoft Office 365.
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Route cards based on custom fields
Perform different actions in Pipefy depending on specific attributes submitted in your Microsoft Office 365 emails or contact forms.
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Keep records updated in real time
Synchronize status changes bidirectionally between Microsoft Office 365 contacts and Pipefy cards to maintain accurate records across systems.
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Search and update existing records
Automatically check for existing entries before creating new cards or contacts, preventing duplicate records in your database.
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Handle later status and due dates
Manage overdue cards, expiration dates, and completed workflows by triggering automated follow-up actions in Microsoft Office 365.
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Extend your workflow to Slack
Connect Microsoft Office 365 and Pipefy to Slack so your team receives automated notifications and updates for every workflow milestone.
And much more...
Who is Microsoft Office 365 + Pipefy integration for?
Operations teams, project managers, and client success leads connect Microsoft Office 365 and Pipefy to eliminate manual data entry and streamline daily processes.
Operations Managers
Client Success Leads
Account Executives
Project Coordinators
Support Specialists
Business Analysts
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Operations Managers
You're reviewing operational metrics across multiple systems but your tracking boards only update when someone manually copies details from emails, so your stage counts are always outdated — with this integration, every new Microsoft Office 365 contact populates your Pipefy board instantly and your data stays accurate.
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Client Success Leads
You need to respond immediately when a new client inquiry arrives, but incoming messages sit in Microsoft Office 365 until someone notices them and creates a task — with this integration, every received email creates a Pipefy card instantly so your team can take action without delay.
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Account Executives
You answer to clients who want immediate progress updates on their onboarding tickets, but checking status across disconnected tools takes too long — with this integration, every card movement in Pipefy updates your contact records and keeps your workflow transparent.
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Project Coordinators
The volume of incoming client requests is too high for anyone to keep up by hand, leading to missed follow-ups and scattered records — with this integration, every contact and email from Microsoft Office 365 flows directly into your Pipefy boards without manual intervention.
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Support Specialists
You own the resolution step and depend on sales to hand over client details correctly, but crucial information often gets lost in transition — with this integration, every form submission and contact created in Microsoft Office 365 populates your Pipefy queue with complete accuracy.
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Business Analysts
You need a reliable history of operational events to audit team performance, but manual logging leaves constant gaps in your database — with this integration, every card movement and email interaction is recorded automatically across both platforms.
Our team can create automations for you... At no extra cost!
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Why choose Integrately to automate Microsoft Office 365 + Pipefy
Build and manage your Microsoft Office 365 + Pipefy automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Office 365 + Pipefy with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
You can connect Microsoft Office 365 to Pipefy instantly using ready templates or Integrately AI. Select a workflow, link your accounts, and sync data across apps like Slack, Asana, and Google Drive with 1-click setup.
Can I automatically create Pipefy cards from Microsoft Office 365 contacts?
Yes, you can create a Pipefy card automatically whenever a new Microsoft Office 365 contact is created. Start with a ready workflow in one click or use Integrately AI to customise your routing rules.
Can I connect Microsoft Office 365, Pipefy, and Slack?
What is a good Zapier alternative for Microsoft Office 365 and Pipefy?
Most alternatives charge higher fees and require complex manual setup, but Integrately provides 1-click automation, 20 million+ ready templates, and 24/5 live chat support for Microsoft Office 365 and Pipefy.
How does Microsoft Office 365 handle contact creation triggers here?
When a contact is created in Microsoft Office 365, it triggers your automation instantly. You can start from a ready automation to map your contact fields directly into your workflow cards.
How does Pipefy handle card creation and updates in these workflows?
Pipefy creates and updates workflow cards automatically based on your trigger events. A ready automation handles field mapping and status transitions without requiring any manual coding.
Do I need coding skills to automate Microsoft Office 365 and Pipefy?
No coding skills are required to connect Microsoft Office 365 and Pipefy. You can use ready templates or ask Integrately AI to build your exact multi-step workflow in seconds.
Is the Microsoft Office 365 and Pipefy integration free?
Yes, you can start automating Microsoft Office 365 and Pipefy with a free forever plan available on Integrately. Explore our pricing plans to scale your automations as your business grows.
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