Microsoft OneDrive
Pipedrive

Microsoft Onedrive and Pipedrive Integration

Seamlessly connect Microsoft OneDrive with Pipedrive to streamline your sales workflow and document management.

Explore Triggers and Actions

New File Created (Instant)
Trigger new event when a new file is created in a OneDrive drive
New Folder Created (Instant)
Trigger new event when a new folder is created in a OneDrive drive
Add Person
Adds a new person.
Get Lead by ID
Get a lead by its ID.
Get person details
Get details of a person by their ID.
Remove Duplicate Notes
Remove duplicate notes from an object in Pipedrive. for.
Search Leads
Search for leads by name or email.
Search Notes
Search for notes in Pipedrive.
Search persons
Searches all Persons by `name`, `email`, `phone`, `notes` and/or custom fields. This endpoint is a wrapper of `/v1/itemSearch` with a narrower OAuth scope. Found Persons can be filtered by Organization ID. See the Pipedrive API docs
Update Deal
Updates the properties of a deal.
Update Person
Updates an existing person in Pipedrive.

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

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What can Ayudo do with Microsoft Onedrive and Pipedrive?

The Microsoft OneDrive and Pipedrive integration empowers sales teams to effortlessly access, share, and manage files directly within Pipedrive. Sync your OneDrive documents with your deals, contacts, and activities to keep all your important information in one place. This integration enhances collaboration, improves organization, and accelerates your sales process by ensuring that your team always has the latest files at their fingertips.

Connect
Microsoft OneDrive
and
Pipedrive
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

How do I connect Microsoft OneDrive with Pipedrive?

To connect OneDrive with Pipedrive, navigate to the integrations section in your Pipedrive account, select Microsoft OneDrive, and follow the prompts to authorize access. Once connected, you can start attaching OneDrive files to your deals and contacts.

Can I access OneDrive files directly from Pipedrive?

Yes, once integrated, you can browse and attach your OneDrive files directly within Pipedrive without switching between apps, making file management quick and convenient.

Will changes to files in OneDrive sync automatically with Pipedrive?

Yes, any updates made to files in OneDrive are reflected in Pipedrive instantly, ensuring your team always works with the most current documents.

Is the integration secure?

Absolutely. The integration uses secure OAuth authentication and adheres to Microsoft and Pipedrive’s strict security protocols to protect your data and privacy.

Does this integration support all OneDrive plans?

The integration supports all Microsoft OneDrive plans that allow third-party app connections, including both personal and business accounts.

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