# Microsoft Dynamics CRM 365 and Pipedrive integration. Connect Microsoft Dynamics CRM 365 to Pipedrive - integrate easy with Albato

Source: https://albato.com/connect/microsoft_dynamics_crm_365-with-pipedrive

Microsoft Dynamics CRM 365

Pipedrive

CRM & ERP systems • Microsoft

# Microsoft Dynamics CRM 365 and Pipedrive integration

Build smart, no-code workflows with Microsoft Dynamics CRM 365 and Pipedrive using triggers, actions, and AI logic—automate any process in minutes.

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### Clear pricing with no hidden fees

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### Efficient transaction management = lower costs

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### Move your historical data in just a few clicks

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### Talk to support that actually helps—fast

## Trusted by 10,000+ teams around the world

Best results

G2 High Performer 2025

G2 Regional Leader 2025

Best easy of use

Capterra Best Value 2026

gdpr

Soc 2

PH Top of the Day

Golden Kitty

PH Product of the Month

Best results

G2 High Performer 2025

G2 Regional Leader 2025

Best easy of use

Capterra Best Value 2026

gdpr

Soc 2

PH Top of the Day

Golden Kitty

PH Product of the Month

Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

David K.

## Triggers and actions for Pipedrive and Microsoft Dynamics CRM 365 integration

In Microsoft Dynamics CRM 365 and Pipedrive integration triggers start workflows when something happens, while actions make changes in response.

Triggers 14

Microsoft Dynamics CRM 365 integration

### Entity created

Triggers

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Microsoft Dynamics CRM 365 integration

### Entity updated

Triggers

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Pipedrive integration

### Deal Matching Filter

Triggers

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Pipedrive integration

### Person Matching Filter

Triggers

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Actions 39

Microsoft Dynamics CRM 365 integration

### Create Entity

Actions

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Microsoft Dynamics CRM 365 integration

### Update Entity

Actions

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Pipedrive integration

### Update Deal

Actions

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Pipedrive integration

### Create Deal

Actions

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## What users say about Albato

capterrastars

g2stars

Great Zapier Alternative. Albato has great potential and offers an incredibly generous deal right now.

Verified user

Verified user

G2 reviews

A good alternative to zapier, make and IFTT. I like the prices they are really cheap compared to the other companies. The support team and the documentation is on point. The UI and the automations possible are what I love most about Albato.

Rida Z.

Rida Z.

G2 reviews

Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

David K.

David K.

G2 reviews

A tool which is best fit for Automation newbie! The integration of Slack and Calendly has been a game-changer for our team, allowing us to efficiently close more deals.

Keith T.

Keith T.

G2 reviews

## How to Connect Microsoft Dynamics CRM 365 to Pipedrive

Create powerful Microsoft Dynamics CRM 365 integration with Pipedrive in just a few simple steps.

STEP 1

### Connect Microsoft Dynamics CRM 365 to Pipedrive

Log in to Albato, select Microsoft Dynamics CRM 365 and Pipedrive, and follow the quick setup steps—no coding required. Integrate Microsoft Dynamics CRM 365 with Pipedrive with just a few clicks!

ShopifyFacebookMicrosoft Dynamics CRM 365 integrationMicrosoft Dynamics CRM 365 integrationSlackClickup

STEP 2

### Build a workflow for your Microsoft Dynamics CRM 365 and Pipedrive integration

Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.

Microsoft Dynamics CRM 365 integrationArrow

Trigger

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Pipedrive integrationCheck

Actions

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STEP 3

### Map your data

Pick the fields you want to transfer between Microsoft Dynamics CRM 365 and Pipedrive. Customize the data flow to match your process.

Check

Synс data

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Synс data

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Synс data

Launch your integration!

Start your FREE 7-day trial to activate the Microsoft Dynamics CRM 365 + Pipedrive integration and access all premium features.

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### How does the integration with Microsoft Dynamics CRM 365 and Pipedrive works in Albato?

Albato provides a straightforward solution for integrating Pipedrive and Microsoft Dynamics CRM 365, two powerful sales and customer relationship management tools. Albato is a platform that simplifies the process of connecting different applications to automate workflows, merging the capabilities of each without needing in-depth technical knowledge. With Albato’s automation builder, users can create integrations using triggers, events that initiate an automation process, and actions, the subsequent tasks that are performed automatically. For example, in a Pipedrive and Microsoft Dynamics CRM 365 integration, a new deal created in Pipedrive (trigger) can be set to automatically create an entity in Microsoft Dynamics CRM 365 (action). This ensures that sales information is synchronized across both platforms in real time, enhancing efficiency and reducing the workload for sales teams. By automating these processes, Albato helps businesses streamline operations, ensuring that critical data is always where it needs to be.

When this happens...

Do this...

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## Pipedrive integration with Microsoft Dynamics CRM 365

Microsoft Dynamics CRM 365 integrations

[

### Microsoft Dynamics CRM 365

](https://albato.com/apps/microsoft_dynamics_crm_365 "Microsoft Dynamics CRM 365 integrations")

Categories

-   CRM & ERP systems
-   Microsoft

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[Agile CRM integrations](https://albato.com/apps/agilecrm "Agile CRM integrations")

Pipedrive integrations

[

### Pipedrive

](https://albato.com/apps/pipedrive "Pipedrive integrations")

Categories

-   CRM & ERP systems

Alternative Apps

[amoCRM integrations](https://albato.com/apps/amocrm "amoCRM integrations")

[HubSpot integrations](https://albato.com/apps/hubspot "HubSpot integrations")

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[5crm integrations](https://albato.com/apps/5crm "5crm integrations")

[Agbis integrations](https://albato.com/apps/agbis "Agbis integrations")

[Agendor integrations](https://albato.com/apps/agendor "Agendor integrations")

[Agile CRM integrations](https://albato.com/apps/agilecrm "Agile CRM integrations")

## Learn how to connect Pipedrive to Microsoft Dynamics CRM 365

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next

## Frequently asked questions about Microsoft Dynamics CRM 365 and Pipedrive Integration

### Why is Albato the best alternative to Zapier for integrating Microsoft Dynamics CRM 365 and Pipedrive?

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**Albato is** the best **alternative to Zapier** because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. **Unlike other automation platforms, Albato has preserved its original no-code approach**, so you don’t need any technical skills to set up automations between Microsoft Dynamics CRM 365 and Pipedrive. It’s super easy to use, and you can create powerful workflows without the hassle.

  

What really sets Albato apart is its **excellent customer support** — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Microsoft Dynamics CRM 365 and Pipedrive, Albato is the way to go!

### Does Microsoft Dynamics CRM 365 integrate with Pipedrive on the free plan?

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Yes, you can integrate Microsoft Dynamics CRM 365 with Pipedrive using Albato's free plan. Upon registration, you receive a **7-day trial** with full access to all features, allowing you to set up and test your Pipedrive and Microsoft Dynamics CRM 365 integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Microsoft Dynamics CRM 365 Pipedrive integration at no cost.

### How to connect Pipedrive to Microsoft Dynamics CRM 365 for scheduled syncs?

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To sync Pipedrive with Microsoft Dynamics CRM 365 on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the **“Set Schedule”** option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the **Scheduled Trigger**, which allows you to activate your scenario according to your personalized timetable. This makes Microsoft Dynamics CRM 365 integration with Pipedrive seamless and tailored to your specific needs.

### Does Microsoft Dynamics CRM 365 integrate with Pipedrive in real time?

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Yes, Microsoft Dynamics CRM 365 integrates with Pipedrive in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.  
**Webhook Triggers:** These triggers activate your Microsoft Dynamics CRM 365 integration with Pipedrive instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.  
**API Triggers:** These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time Microsoft Dynamics CRM 365 and Pipedrive integration.  
You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your Pipedrive integration with Microsoft Dynamics CRM 365, ensuring your workflows operate according to your requirements.

### How to connect Microsoft Dynamics CRM 365 to Pipedrive?

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**Setting up an integration between Microsoft Dynamics CRM 365 and Pipedrive on Albato is simple and requires no technical skills.** Just follow these steps:

1.  **Log in to your Albato account.** If you don’t have one yet, sign up — it's quick and easy.
    
2.  **Go to the Integrations section** and select Microsoft Dynamics CRM 365 and Pipedrive from the list of available apps.
    
3.  **Choose triggers and actions.** You’ll need to define an event in Microsoft Dynamics CRM 365 (the trigger) that will cause an action in Pipedrive, such as sending data or creating an entry.
    
4.  **Map the fields.** Use Albato’s data mapping tool to match specific fields between Microsoft Dynamics CRM 365 and Pipedrive, ensuring accurate data transfer.
    

Once the integration is live, data will flow seamlessly between Microsoft Dynamics CRM 365 and Pipedrive, automating your workflows and saving you time.

### How to connect Microsoft Dynamics CRM 365 to Pipedrive to sync historical data?

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To sync Microsoft Dynamics CRM 365 with Pipedrive and transfer historical data, Albato provides a dedicated **Migration Mode**. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.  
With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your Pipedrive integration with Microsoft Dynamics CRM 365, log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.

### How to connect Pipedrive to Microsoft Dynamics CRM 365 for two-way synchronization?

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To integrate Pipedrive with Microsoft Dynamics CRM 365 for two-way synchronization, Albato uses a system of triggers and actions. You can link Microsoft Dynamics CRM 365 to Pipedrive by setting up two separate automations. The first automation sent data from Microsoft Dynamics CRM 365 to Pipedrive. For instance, when a record is created or updated in Microsoft Dynamics CRM 365, the automation ensures the changes are reflected in Pipedrive. The second automation works in reverse, updating Microsoft Dynamics CRM 365 when changes occur in Pipedrive.  
To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless Pipedrive Microsoft Dynamics CRM 365 integration and keeps your data consistent across both platforms.

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