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Microsoft Planner + Pipedrive Integrations

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Connect Microsoft Planner to Pipedrive
Example screenshots
Example workflows
Inspirational workflows
Triggers and actions
Microsoft Planner + your other apps
Pipedrive + your other apps
Related blog posts
FAQ

Microsoft Planner + Pipedrive integrations

Microsoft Planner > Pipedrive

Trigger

Last triggered

Task created

Add activity to deal

Overview

Connect Microsoft Planner to Pipedrive in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Microsoft Planner, Pipedrive, and many other popular SaaS applications.

Check below for example workflows using Microsoft Planner and Pipedrive, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Screenshots of Microsoft Planner and Pipedrive integrations in Relay.app

Use Relay.app's Pipedrive integrations to trigger actions across your apps

Preview of Use any of these Pipedrive actions in your Relay.app workflows

Use Relay.app's Pipedrive integrations to trigger actions across your apps

Use any of these Pipedrive actions in your Relay.app workflows

Example Microsoft Planner + Pipedrive workflows

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Automatically add activity to deal in Pipedrive for each task created in Microsoft Planner

Try it

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Create plan automatically in Microsoft Planner for each deal stage changed in Pipedrive

Try it

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Update plan automatically in Microsoft Planner for each deal closed in Pipedrive

Try it

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Automatically create task in Microsoft Planner for each deal won in Pipedrive

Try it

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Update task automatically in Microsoft Planner for each deal lost in Pipedrive

Try it

Inspirational workflows

Visit the template gallery ➔

Calendly Discovery to CRM Process

CRM

Relay.app workflow screenshot: Calendly Discovery to CRM Process

Microsoft Planner Triggers

Task

add

Task created

Pipedrive Actions

Activity

add

Add activity

edit

Update activity

Deal

add

Add activity to deal

add

Add deal

person_add

Add follower to deal

person_add

Add participiant

add

Add product

attach_file

Attach deal to project

content_copy

Duplicate deal

Find deal(s)

edit

Update deal

schedule

Wait until deal stage reached

Lead

web_stories

Add activity to lead

person_add

Add lead for organization

person_add

Add lead for person

Create your own Microsoft Planner + Pipedrive integration

Select a trigger in Microsoft Planner

Select an action in Pipedrive

Create your workflow

Or automate Pipedrive + Microsoft Planner

Select a trigger in Pipedrive

Select an action in Microsoft Planner

Create your workflow

Connect Microsoft Planner to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Pipedrive to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

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FAQ

What is Relay.app?
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Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Microsoft Planner to Pipedrive with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in Microsoft Planner or Pipedrive to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Microsoft Planner and Pipedrive to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting Microsoft Planner to Pipedrive?
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Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Microsoft Planner and Pipedrive—give it a try and let us know what you think.

See why people love Relay.app

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@marcoETmx

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Peter Jauhal

via email

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@ImLucasGrey

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Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

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@rafanocode

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Screenshot showing how to test a step in an automated workflow in Relay.app

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@dummy_coder

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@typeoneerror

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