Pipedrive Lead Follow-Up (Microsoft 365)
Log new leads and more for sales-led small business on Pipedrive and Outlook.
- Status: Researched · not yet tested
- Cost: TBD
- Who it's for
- Sales-led small business on Pipedrive and Outlook
- The problem
- TBD
- Est. monthly cost
- TBD (we have not checked and dated every vendor's pricing yet)
What it automates
- Log new leads
- Draft personalized follow-ups
- Insert a booking link
- Update deal stage and tasks
Stays with a person
- Approve every send, payment, or write action before it runs
Tools
Official published by the vendor. Community: check trust score built by a third party; check its Canopii and VerifyMCP scores first.
| Tool | Type | Endpoint / package | Auth | Plan | Links |
|---|---|---|---|---|---|
| Pipedrive MCP | Official | mcp.pipedrive.ai | OAuth | Pipedrive account | Pipedrive MCP docs · Canopii trust score for Pipedrive MCP · VerifyMCP trust score for Pipedrive MCP |
| Microsoft Work IQ MCP | Official | Work IQ MCP (Outlook mail; writes blocked by default unless tenant policy allows) | OAuth | Microsoft 365 tenant | Docs link TBD · Canopii trust score for Microsoft Work IQ MCP · VerifyMCP trust score for Microsoft Work IQ MCP |
| Calendly MCP | Official | mcp.calendly.com | OAuth | Calendly account | Calendly MCP docs · Canopii trust score for Calendly MCP · VerifyMCP trust score for Calendly MCP |
-
Pipedrive MCP Official
mcp.pipedrive.ai
Auth: OAuth · Plan: Pipedrive account
Pipedrive MCP docsCanopii trust score for Pipedrive MCPVerifyMCP trust score for Pipedrive MCP
-
Microsoft Work IQ MCP Official
Work IQ MCP (Outlook mail; writes blocked by default unless tenant policy allows)
Auth: OAuth · Plan: Microsoft 365 tenant
Docs link TBDCanopii trust score for Microsoft Work IQ MCPVerifyMCP trust score for Microsoft Work IQ MCP
-
Calendly MCP Official
mcp.calendly.com
Auth: OAuth · Plan: Calendly account
Calendly MCP docsCanopii trust score for Calendly MCPVerifyMCP trust score for Calendly MCP
Setup steps
Setup steps are published after testing.
Test results
Not tested yet. Each tool was confirmed to exist on 2026-10-14.
Testing will run each workflow above in a sandbox account, record pass, partial or fail, and note the trust scores and plan tiers each tool needs.
Limits and risks
- Work IQ blocks mail writes by default unless tenant policy allows them
Alternatives
-
HubSpot Lead Follow-Up
Owner or 1–5 salespeople on HubSpot CRM
HubSpot · Gmail · Calendly
Researched Cost: TBD
Want this set up for you?
ForgeLaunchLabs can install and configure this stack with you.
Get this set up for youLast reviewed 2026-10-14. Report an error.