Integrate Pipedrive Deals with Microsoft To Do Using Pabbly Connect

Learn how to automate task creation in Microsoft To Do for Pipedrive deals using Pabbly Connect. Follow this detailed guide for step-by-step integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process between Pipedrive and Microsoft To Do, you need to access Pabbly Connect. Begin by navigating to your web browser and entering Pabbly.com/connect. This platform allows you to automate workflows efficiently.

If you don’t have an account, click on ‘Sign Up Free’ to create your account, which takes just two minutes. If you already have an account, simply click on ‘Sign In’ to access your dashboard. Once logged in, click on ‘Access Now’ under Pabbly Connect to reach the dashboard.

2. Creating a Workflow in Pabbly Connect

After accessing the Pabbly Connect dashboard, you need to create a new workflow. Click on ‘Create Workflow’ and give it a meaningful name, such as ‘Pipedrive to Microsoft To Do’. This naming helps you identify the workflow later.

• Click on ‘Create’ to set up the workflow.
• You will see two windows: the Trigger and Action windows.

The Trigger window is where you will specify that a new deal in Pipedrive should trigger an action. The Action window will be used to create a task in Microsoft To Do. This two-step process is fundamental to how Pabbly Connect operates.

3. Setting Up the Trigger for Pipedrive Deals

In the Trigger window, search for Pipedrive and select it. Choose ‘New Deal’ as the trigger event. This setup indicates that whenever a new deal is created, it will trigger the workflow. using Pabbly Connect

Next, click on ‘Connect’ and select ‘Add New Connection’. You will need your Pipedrive API token to establish this connection. To find your API token, log into your Pipedrive account, click on your profile picture, and navigate to ‘Personal Preferences’. From there, select ‘API’ to copy your token.

• Paste the API token back in Pabbly Connect.
• Enter your company domain, which is the part of your Pipedrive URL before ‘.pipedrive.com’.

After entering these details, click on ‘Save and Send Test Request’. This action will confirm that Pabbly Connect is correctly connected to your Pipedrive account.

4. Creating a Test Deal in Pipedrive

To test the integration, you need to create a new deal in your Pipedrive account. Navigate to the ‘Deals’ section and click on the ‘Add Deal’ button. Fill in the necessary details like the contact name, organization, deal name, value, and expected close date. using Pabbly Connect

For example, you can enter ‘Test Dummy’ as the contact name, ‘Pabbly’ as the organization, and ‘Pabbly Deal’ as the deal name. After entering all details, click on ‘Save’. This action will create a new deal and trigger Pabbly Connect to fetch the details.

Ensure you include a dummy phone number and email for testing. Once saved, Pabbly Connect will receive the deal details.

Scroll down in the Trigger window of Pabbly Connect to see the deal details captured. You will find the contact name, deal title, value, and other relevant information.

5. Setting Up the Action to Create Tasks in Microsoft To Do

In the Action window, search for Microsoft To Do and select it. Choose ‘Create Task’ as the action event. This setup means that a new task will be created in Microsoft To Do whenever a new deal is detected in Pipedrive. using Pabbly Connect

Click on ‘Connect’ and choose ‘Add New Connection’. If you are logged into your Microsoft To Do account, Pabbly Connect will automatically detect it. Grant the necessary permissions to connect your account.

Select the task list where you want to create the task. Map the task title to the deal title from Pipedrive.

Fill in additional details like task notes, priority, and category based on the deal information. Once all fields are mapped and filled, click on ‘Save and Send Test Request’. This will create a task in your Microsoft To Do list using the details from Pipedrive.

Conclusion

By following these steps, you can effectively use Pabbly Connect to automate the creation of tasks in Microsoft To Do based on new deals in Pipedrive. This integration streamlines your workflow, ensuring that you never miss a task related to your deals.

With Pabbly Connect, you can connect various applications seamlessly, enhancing productivity and organization in your daily tasks. Start automating today and transform how you manage your workflows!