Pipedrive
Microsoft Entra ID

Pipedrive and Microsoft Entra Id Integration

Seamlessly connect Pipedrive with Microsoft Entra ID to enhance security and streamline user management.

Explore Triggers and Actions

New Deal (Instant)
Trigger new event when a new deal is created.
New Person (Instant)
Trigger new event when a new person is created.
Deal Updated (Instant)
Trigger new event when a deal is updated.
Lead Updated (Instant)
Trigger new event when a lead is updated.
Person Updated (Instant)
Trigger new event when a person is updated.
Add Member To Group
Adds a member to a group Microsoft Entra ID.
Remove Member From Group
Removes a member from a group Microsoft Entra ID.
Search Groups
Searches for groups by name or description.
Update User
Updates an existing user in Microsoft Entra ID.

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.

Popular App Usecases

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What can Ayudo do with Pipedrive and Microsoft Entra Id?

The integration between Pipedrive and Microsoft Entra ID enables businesses to unify their CRM workflows with enterprise-grade identity and access management. By linking Pipedrive to Microsoft Entra ID, organizations can automate user provisioning, enforce single sign-on (SSO), and apply conditional access policies to protect sensitive sales data. This integration simplifies administration, improves security compliance, and ensures that only authorized team members have access to your CRM platform.

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

Frequently asked questions

What benefits does integrating Pipedrive with Microsoft Entra ID provide?

Integrating Pipedrive with Microsoft Entra ID offers enhanced security through single sign-on, automated user provisioning and deprovisioning, centralized access management, and improved compliance with organizational policies.

How do I set up the integration between Pipedrive and Microsoft Entra ID?

To set up the integration, you need to configure Pipedrive as an enterprise application within the Microsoft Entra ID portal, enable SSO settings, and synchronize user accounts. Detailed setup guides are available in both platforms’ documentation.

Can I control user access to Pipedrive based on Microsoft Entra ID policies?

Yes, by leveraging Microsoft Entra ID’s conditional access policies, you can enforce multi-factor authentication, restrict access by location or device, and control user permissions within Pipedrive for enhanced security.

Does the integration support automatic user provisioning and deprovisioning?

Yes, the integration supports SCIM-based automatic provisioning and deprovisioning, ensuring that user accounts in Pipedrive are always synchronized with your Microsoft Entra ID directory.

Is the data shared between Pipedrive and Microsoft Entra ID secure?

Absolutely. The integration uses secure APIs and encryption protocols to protect data in transit and at rest, ensuring compliance with industry security standards.

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