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Connect Pipedrive to Microsoft OneDrive

Build an AI agent that works across Pipedrive and Microsoft OneDrive, on a schedule or when you click Run.

24 source actions
11 target actions
Reverse direction supported
Start buildingHave us set it up (A$490)Browse Pipedrive integrations

Why Connect Pipedrive & Microsoft OneDrive?

Read what you need from Pipedrive

Your agent uses Pipedrive's documented actions to pull the records it needs, each time it runs.

Run a Microsoft OneDrive action

Then it uses one of 11 documented actions, such as Create Folder, Create Link, Download File.

Test it, then put it on a schedule

Run it once on your own data and check the result. Then set it to run daily, on weekdays or weekly.

Available Triggers & Actions

Pipedrive logo

Pipedrive

Triggers (6)

Deal Updated (Instant)

Emit new event when a deal is updated.

webhook
Lead Updated (Instant)

Emit new event when a lead is updated.

webhook
New Deal (Instant)

Emit new event when a new deal is created.

webhook
New Event (Instant)

Emit new event when a new webhook event is received. See the documentation

webhook
New Person (Instant)

Emit new event when a new person is created.

webhook
Person Updated (Instant)

Emit new event when a person is updated.

webhook

Actions (24)

Add Activity

Adds a new activity. Includes more_activities_scheduled_in_context property in response's additional_data which indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data). See the Pipedrive API docs for Activities here. For info on adding an activity in Pipedrive

Add Deal

Adds a new deal. See the Pipedrive API docs for Deals here

Add Labels

Adds labels to a lead, person, deal, or organization in Pipedrive. See the documentation

Add Lead

Create a new lead in Pipedrive. See the documentation

Add Note

Adds a new note. For info on adding an note in Pipedrive

Add Organization

Adds a new organization. See the Pipedrive API docs for Organizations here

Add Person

Adds a new person. See the Pipedrive API docs for People here

Get All Leads

Get all leads from Pipedrive. See the documentation

Get Deal

Get a deal by its ID. See the documentation

Get Lead by ID

Get a lead by its ID. See the documentation

Get person details

Get details of a person by their ID. See the documentation

List Deals

List deals in your Pipedrive account. See the documentation

List Lead Label IDs Options

Retrieves available options for the Lead Label IDs field.

List Organization Label IDs Options

Retrieves available options for the Organization Label IDs field.

List Person Label IDs Options

Retrieves available options for the Person Label IDs field.

List User ID Options

Retrieves available options for the User ID field.

Merge Deals

Merge two deals in Pipedrive. See the documentation

Merge Persons

Merge two persons in Pipedrive. See the documentation

Remove Duplicate Notes

Remove duplicate notes from an object in Pipedrive. See the documentation for getting notes and deleting notes

Remove Labels

Removes one or more specific labels from a lead, person, deal, or organization in Pipedrive, leaving all other labels intact. See the documentation

Search Leads

Search for leads by name or email. See the documentation

Search Notes

Search for notes in Pipedrive. See the documentation

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 here

Update Deal

Updates the properties of a deal. See the Pipedrive API docs for Deals here

Microsoft OneDrive logo

Microsoft OneDrive

Triggers (2)

New File Created (Instant)

Emit new event when a new file is created in a OneDrive drive

webhook
New Folder Created (Instant)

Emit new event when a new folder is created in a OneDrive drive

webhook

Actions (11)

Create Folder

Create a new folder in a drive. See the documentation

Create Link

Create a sharing link for a DriveItem. See the documentation

Download File

Download a file stored in OneDrive. See the documentation

Find File by Name

Search for a file or folder by name. See the documentation

Get File by ID

Retrieves a file by ID. See the documentation

Get Table

Retrieve a table from an Excel spreadsheet stored in OneDrive See the documentation

List Files in Folder

Retrieves a list of the files and/or folders directly within a folder. See the documentation

List My Drives

Get the signed-in user's drives. Returns a list of all the drives the user has access to, including the personal OneDrive. See the documentation

List Shared Folder Reference Options

Retrieves available options for the Shared Folder Reference field.

Search Files

Search for files and folders in Microsoft OneDrive. See the documentation

Upload File

Upload a file to OneDrive. See the documentation

Integration Features

24 documented Pipedrive actions
11 documented Microsoft OneDrive actions
Plain-English agent instructions
Daily, weekday or weekly schedule, or run on demand
Execution monitoring
A supported Microsoft OneDrive to Pipedrive direction

Capability Examples

Pipedrive trigger → Microsoft OneDrive action

Catalog example
PipedrivePipedrive

Deal Updated (Instant)

Microsoft OneDriveMicrosoft OneDrive

Create Folder

Microsoft OneDrive trigger → Pipedrive action

Reverse direction
Microsoft OneDriveMicrosoft OneDrive

New File Created (Instant)

PipedrivePipedrive

Add Activity

How It Works

1

Connect Apps

Authenticate your Pipedrive and Microsoft OneDrive accounts

2

Describe the Job

Say what to read from Pipedrive and what to do in Microsoft OneDrive

3

Choose an Action

Select the documented Microsoft OneDrive operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Scheduled or On-demand Runs

Runs daily, on weekdays or weekly at a set time, or when you click Run. It does not fire on live Pipedrive events yet.

Automated Actions

Use 11 documented Microsoft OneDrive actions each time the agent runs.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Describe the job in plain English. The agent picks thePipedrive and Microsoft OneDrive actions it needs.

Your Own Accounts

You connect your own Pipedrive and Microsoft OneDrive accounts. App connections need a paid plan.

Execution Review

Test the workflow and review provider responses before relying on it in production.

Microsoft OneDrive logoPipedrive logo

Reverse Integration Available

Also connect Microsoft OneDrive to Pipedrive for bidirectional automation

View Integration
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All Pipedrive Integrations

Explore all available Pipedrive connections

View All Integrations
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All Microsoft OneDrive Integrations

Explore all available Microsoft OneDrive connections

View All Integrations

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Ready to Connect Pipedrive & Microsoft OneDrive?

Build this agent in Mazaal AI and test it on your ownPipedrive and Microsoft OneDrive data.

Start building

Rather not build it yourself? We set up one Pipedrive to Microsoft OneDrive agent on your accounts for A$490: a 30-minute call, a test on your real data, and 14 days of fixes. Plan billed separately. Email Enod