How to Resolve “Approval Required” When Connecting Microsoft 365 Mail to Pipedrive CRM

If you see an “Approval required” screen while connecting Microsoft 365 mail to Pipedrive CRM, it means the application is requesting permissions that only a Microsoft 365 Global Admin can approve. In your case, the user test@exampl.com is not a Global Admin, which is why the consent prompt appeared and an approval request was sent to the administrator.


Why This Happens (Root Cause)

Microsoft Entra ID (formerly Azure AD) blocks certain app connections when:

  • The app requests high-privilege permissions

  • The user trying to connect is not an administrator

  • The app requires admin consent before it can access mailboxes or sensitive data

Since Pipedrive CRM requires permissions to read/send emails and access user data, Microsoft requires an administrator to review and approve the request.

Until a Global Admin approves the permissions, Pipedrive cannot access or sync the mailbox.


How to Fix the Issue

To resolve this, a Microsoft 365 Global Admin must approve the Pipedrive CRM enterprise application in the Microsoft Entra Admin Center.

Follow the steps below:


🛠 Step-by-Step Resolution

Step 1 — Sign in as a Global Administrator

Go directly to the Admin Consent Portal:

🔗 https://entra.microsoft.com/#view/Microsoft_AAD_IAM/StartboardApplicationsMenuBlade/~/AdminConsentRequests

Or navigate manually:

Microsoft Entra Admin CenterIdentityApplicationsAdmin consent requests


Step 2 — Locate the Pipedrive CRM Request

You will see a pending request similar to:

  • Requested app: Pipedrive CRM

  • Status: Submitted

  • Requested by: user (e.g., test@example.com)

Click on the request to review it.


Step 3 — Approve the Permissions

You will be presented with a list of permissions Pipedrive is requesting, such as:

  • Read mail

  • Send mail

  • Access user profile

  • Read contacts

  • Maintain access

Click:

Approve → Confirm → Save

This grants Pipedrive the required API permissions for Microsoft 365 mail.


Step 4 — Retry Email Sync in Pipedrive

Once approval is complete:

  1. Open Pipedrive CRM

  2. Navigate to Tools → Email Sync

  3. Select Add Account

  4. Choose Microsoft 365

  5. Retry authentication

This time, no admin approval message should appear.


Important Notes

  • Only a Global Admin can approve the request.

  • If you are not the admin, share this guide with the tenant administrator.

  • Until consent is granted, email sync will continue to fail.


Conclusion

The “Approval required” screen is not an error—it’s a security feature of Microsoft Entra ID to ensure that third-party apps such as Pipedrive CRM receive explicit approval before accessing sensitive mailbox data. Once the Global Admin approves the app, email sync will work normally.

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