Real-time
Two-way sync
Changes in Microsoft 365 or Pipedrive instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ CRM
Microsoft 365 to Pipedrive integration — real-time, two-way sync
Keep Microsoft 365 and Pipedrive in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
- SOC 2 and 6 other compliance frameworks
- POC with real engineers in minutes
Adopted by fast-scaling companies moving mission-critical data in real time
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Migrated from Mulesoft
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Migrated from Matillion
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Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Microsoft 365 and Pipedrive
Sync what happens in Microsoft 365 with the customer records in Pipedrive, in real time and in both directions.
The CRM is supposed to be the record of every customer relationship, but customer-relevant information also accumulates in the other tools a team runs. Whatever Microsoft 365 holds or produces that touches a customer, whether conversations, payments, replies, enriched data, or notes, the CRM only benefits if it arrives without someone copying it over.
Stacksync connects Planner & To Do Tasks, Users, Groups, Mail Messages in Microsoft 365 to Files, Goals, Leads, Notes in Pipedrive with bi-directional, real-time sync. Activity and record changes in Microsoft 365 update the matching contact or account in Pipedrive, and CRM data flows the other way wherever Microsoft 365 can store and use it.
Common use cases
- Mirror calendar events into scheduling or CRM tools so meetings appear on customer timelines.
- Sync SharePoint lists with operational databases so business users edit in SharePoint while systems read SQL.
- Sync deals, persons, and organizations to a database for reporting beyond the built-in Insights views.
- Write enrichment or product usage data into Pipedrive custom fields so reps prioritize with live signals.
Where Microsoft 365 supplies contact or company data
Enriched fields land directly on records in Pipedrive, and refreshes keep them from going stale.
Where Microsoft 365 processes payments
Charges, refunds, and subscription changes appear on the account in Pipedrive, so revenue context lives with the relationship.
Where Microsoft 365 can store CRM context: fields kept current
Owner, lifecycle stage, or account details from Pipedrive sync into Microsoft 365, so people working there have the context without switching tools.
What you can sync between Microsoft 365 and Pipedrive
Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.
| Microsoft 365 objects | Pipedrive objects | |
|---|---|---|
| Teams Team and membership data provisioned from upstream systems. | CallLogs Synced with incremental and full sync per the Stacksync docs. | |
| Planner & To Do Tasks Task items synced with project and work-management tools. | Files Synced with incremental and full sync per the Stacksync docs. | |
| Users Entra ID user accounts synced with HR and identity systems. | Goals Synced with incremental and full sync per the Stacksync docs. | |
| Groups Microsoft 365 and security groups kept aligned with org structure and access rules. | Leads Pre-pipeline inbox items; written in from forms and enrichment pipelines. | |
| Mail Messages Exchange Online messages read for logging, archiving, or activity capture. | Notes Free-form context on deals, persons, and organizations; usually read-only. | |
| Calendar Events Events synced with scheduling tools and CRMs for meeting visibility. | Pipelines Synced with incremental and full sync per the Stacksync docs. |
What ships with Microsoft 365 ⇄ Pipedrive
Connect Microsoft 365 and Pipedrive for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft 365–Pipedrive connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Microsoft 365 or Pipedrive data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
At scale
Event queues
Handle millions of events per minute without losing a single Microsoft 365 or Pipedrive record.
Observability
Monitoring
Track your Microsoft 365 ⇄ Pipedrive sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Microsoft 365 and Pipedrive.
How the Microsoft 365 and Pipedrive connectors work
Microsoft 365
- Integration surface
- REST API (Microsoft Graph)
- Authentication
- OAuth 2.0 via Microsoft Entra ID, with delegated or application permissions
- Change detection
- Graph change notifications (webhooks) plus delta queries for incremental sync
- Capabilities
- read · write · webhooks
Pipedrive
- Integration surface
- REST API
- Authentication
- No-code guided connection: create a connection, select Pipedrive, then click "Allow and Install" (OAuth-style app install; docs do not name the protocol)
- Change detection
- Webhooks on per-object create, update, and delete events, with polling on update timestamps
- Capabilities
- read · write · webhooks
- Rate limits
- Request budgets vary by plan and authentication method.
How it works
How to connect Microsoft 365 to Pipedrive — three steps, no code
Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.
- 01
Connect your apps
Authenticate Microsoft 365 and Pipedrive with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Microsoft 365
connected
Pipedrive
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Microsoft 365 and Pipedrive objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.
objects · Microsoft 365 ⇄ PipedriveCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Microsoft 365 PipedriveCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Microsoft 365 and Pipedrive integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Microsoft 365 and Pipedrive: authenticate both systems, choose the objects to sync (such as Microsoft 365's Teams and Planner & To Do Tasks), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Microsoft 365 and Pipedrive records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Microsoft 365 and Pipedrive connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Microsoft 365–Pipedrive integration in-house.
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Yes — Stacksync ships production-grade connectors for both Microsoft 365 and Pipedrive. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Microsoft 365: Graph change notifications (webhooks) plus delta queries for incremental sync. On Pipedrive: Webhooks on per-object create, update, and delete events, with polling on update timestamps. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Microsoft 365 side: Planner & To Do Tasks, Users, Groups, Mail Messages, plus custom fields where Microsoft 365 exposes them. On the Pipedrive side: Files, Goals, Leads, Notes. Stacksync auto-detects both schemas and converts types between the two systems.
SECURITY
Security teams love Stacksync
As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS
SSO & SCIM
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Alerts
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Secure connection options
Securely connects to your systems with:
Related integrations
Every pair below is a real-time, two-way sync. Search all 386 integrations available for Microsoft 365 and Pipedrive.
Popular · 8 of 386
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Microsoft 365 ⇄ Copper CRM -
Microsoft 365 ⇄ Creatio CRM -
Microsoft 365 ⇄ Drift -
Microsoft 365 ⇄ Folk CRM -
Pipedrive ⇄ Aviato -
Pipedrive ⇄ Customer.io -
Pipedrive ⇄ eClinicalWorks -
Pipedrive ⇄ Full Enrich
No integrations match .
