Many businesses use Microsoft Teams or Webex to communicate and Pipedrive to manage sales and customers. But switching between these tools can take time and cause mistakes. With our new CRM integration, you can now connect Pipedrive CRM directly to Microsoft Teams or Webex. This makes it easier to manage calls, customer information, and team communication — all in one place.
The integration includes useful features like click & call, call notifications, call control, chat in Teams, call history, secure login, and more.
In this blog post, we explain how the integration works, what benefits it brings, and how you can start using it.
How Connecting Pipedrive with Teams or Webex Improves Your Workflow
Today, many teams use different tools to work and communicate. These tools need to work well together. Communication platforms and CRMs are two of the most-used tools in any organization — but when they operate separately, it leads to inefficiencies that slow everything down.
What happens when tools are not connected?
- Missed opportunities: If customer information isn’t instantly accessible during a call, it’s easy to overlook key details or forget to follow up.
- Slower response times: Switching between platforms delays your team’s ability to respond quickly.
- Frustrated employees: Constantly juggling apps disrupts workflows and reduces productivity.
The solution? Smarter integration.
By connecting Pipedrive with Teams or Webex, your team can:
- Handle calls directly from the CRM or communication tool.
- Get real-time customer information when the phone rings.
- Stay organized with clear call history and follow-up visibility.
- Save time by reducing app switching and manual logging.
Key Features of the Integration
Our new integration connecting Pipedrive CRM with Microsoft Teams and Webex is designed to make your daily work easier. Here are the main features you can start using right away:
1. Click & Call
Call any phone number directly from Pipedrive, Microsoft Teams, or Webex with just one click. No need to copy and paste numbers.
2. Call Notifications
Get pop-up alerts for incoming, outgoing, or transferred calls. You can see who is calling and take action right away.
3. Call Control Button
The call control button appears in the pop-up notification when you receive a call.
- In Microsoft Teams, you can answer the call with one click.
- In Webex, you can both answer and end the call from the same pop-up.
This helps you handle calls faster without switching windows.
4. Bubble Search Bar
Use the Bubble Search Bar to quickly find contacts or colleagues.
- In Microsoft Teams, you can start a chat directly from the search bar.
- In Webex, you can view a contact’s status and take quick actions.
It saves time when you need to reach someone fast.
5. Multiple CRM Connections
You can link more than one CRM (for example, Pipedrive and another system) to Microsoft Teams under the same user account — without paying extra.
6. Call History Overview
See who contacted a customer last and when. The integration shows the last 90 days of call activity so your team always has context.
7. Works on Windows and Mac
The integration works as a native app for both Windows and macOS. This ensures smooth performance on any device.
8. Secure and Easy Login
Log in securely using your Microsoft, Google, or Apple account. This means you don’t need to remember extra passwords.
How the Integration Works
You don’t need advanced technical skills to get started.
The integration works with Microsoft Teams and Webex through Bubble, a small desktop app that connects your telephony system to Pipedrive.
- For Microsoft Teams: Bubble connects to your telephony platform using the Microsoft Teams API. This creates a secure and stable connection between Teams and your CRM.
- For Webex: Bubble uses the Webex API. As a user, you simply click an “Authorize” button and grant permission. That’s all it takes to set up a secure and stable connection.
The setup takes just a few minutes. You can start using it without help from your IT team.
Webex Telephony vs. Webex Embedded Softphone
If you’re using Webex, it’s good to know there are two supported telephony options:
- Webex Telephony: Uses a separate phone system (like BroadWorks or CUCM).
- Webex Embedded Softphone: Makes and receives calls directly inside Webex.
Our integration works with both options. You can choose the setup that fits your organization best.
Practical Benefits for Businesses
Connecting Pipedrive with Microsoft Teams or Webex brings real advantages to your daily work:
- Faster customer communication: Handle calls and chats directly from your CRM or communication tool.
- Smarter follow-ups: See real-time customer details and call history as soon as someone calls.
- Fewer mistakes: Reduce the risk of forgetting follow-ups or logging the wrong information.
- Happier teams: Employees can focus on the conversation instead of switching between apps.
- Easy setup and maintenance: No need for IT support — get started in minutes.
- Better for hybrid work: Support remote and in-office teams with connected tools that work anywhere.
Conclusion: Make Your CRM Work Smarter, Not Harder
Connecting Pipedrive with Microsoft Teams or Webex helps your team work faster, stay organized, and provide better service — all without switching between tools.
Whether you work in sales, support, or account management, this integration helps your team stay focused and efficient.
Ready to connect Pipedrive CRM with Microsoft Teams or Webex?
Contact our team today or explore more of our integrations here!
