How to connect Microsoft SharePoint Online and Pipedrive
Create a New Scenario to Connect Microsoft SharePoint Online and Pipedrive
In the workspace, click the “Create New Scenario” button.

Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Microsoft SharePoint Online, triggered by another scenario, or executed manually (for testing purposes). In most cases, Microsoft SharePoint Online or Pipedrive will be your first step. To do this, click "Choose an app," find Microsoft SharePoint Online or Pipedrive, and select the appropriate trigger to start the scenario.

Add the Microsoft SharePoint Online Node
Select the Microsoft SharePoint Online node from the app selection panel on the right.


Microsoft SharePoint Online

Configure the Microsoft SharePoint Online
Click on the Microsoft SharePoint Online node to configure it. You can modify the Microsoft SharePoint Online URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Pipedrive Node
Next, click the plus (+) icon on the Microsoft SharePoint Online node, select Pipedrive from the list of available apps, and choose the action you need from the list of nodes within Pipedrive.


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Pipedrive


Authenticate Pipedrive
Now, click the Pipedrive node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Pipedrive settings. Authentication allows you to use Pipedrive through Latenode.
Configure the Microsoft SharePoint Online and Pipedrive Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Microsoft SharePoint Online and Pipedrive Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.

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AI Anthropic Claude 3
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Pipedrive
Trigger on Webhook
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Microsoft SharePoint Online
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Webhook response


Save and Activate the Scenario
After configuring Microsoft SharePoint Online, Pipedrive, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Microsoft SharePoint Online and Pipedrive integration works as expected. Depending on your setup, data should flow between Microsoft SharePoint Online and Pipedrive (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Microsoft SharePoint Online and Pipedrive
Pipedrive + Microsoft Teams: When a deal reaches the closed status in Pipedrive, a dedicated channel is automatically created in Microsoft Teams to facilitate team collaboration on post-deal activities.
Pipedrive + SharePoint Online + Slack: When a new file is added to a SharePoint folder that's linked to a Pipedrive deal, a notification is sent to a designated Slack channel, keeping the team informed about new documentation related to ongoing deals.
Microsoft SharePoint Online and Pipedrive integration alternatives

About Microsoft SharePoint Online
Automate SharePoint Online document management using Latenode. Trigger flows on file changes, move documents based on content, or update metadata without code. Streamline approvals and notifications with visual workflows, integrating SharePoint with other apps. Benefit from flexible logic and scalable execution.
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About Pipedrive
Sync Pipedrive with Latenode to automate sales workflows. Update deals, create activities, or trigger personalized emails based on deal stages. Use Latenode's visual editor and JavaScript node to build custom lead qualification and routing logic. Scale your sales automation without complex code or per-step pricing limits.
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See how Latenode works
FAQ Microsoft SharePoint Online and Pipedrive
How can I connect my Microsoft SharePoint Online account to Pipedrive using Latenode?
To connect your Microsoft SharePoint Online account to Pipedrive on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Microsoft SharePoint Online and click on "Connect".
- Authenticate your Microsoft SharePoint Online and Pipedrive accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create deals from new SharePoint files?
Yes, easily. Latenode’s visual editor connects SharePoint to Pipedrive seamlessly. Trigger Pipedrive deal creation whenever a file matching your criteria is uploaded; boost sales efficiency!
What types of tasks can I perform by integrating Microsoft SharePoint Online with Pipedrive?
Integrating Microsoft SharePoint Online with Pipedrive allows you to perform various tasks, including:
- Create Pipedrive deals when new documents are added to SharePoint.
- Update SharePoint documents when deal stages change in Pipedrive.
- Automatically archive documents related to won deals in SharePoint.
- Generate reports in SharePoint based on Pipedrive sales data.
- Sync contact information between SharePoint and Pipedrive.
What SharePoint file types can I use in Latenode workflows?
Latenode supports all common SharePoint file types: .docx, .xlsx, .pdf, etc. Use our no-code blocks or JavaScript to parse content.
Are there any limitations to the Microsoft SharePoint Online and Pipedrive integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large file transfers from SharePoint may impact workflow execution speed.
- Custom document metadata in SharePoint requires custom scripting.
- Real-time synchronization is subject to API rate limits.