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Microsoft Excel + Pipedrive

Microsoft Excel + Pipedrive

Microsoft Excel + Pipedrive integrations

Add rows to Microsoft Excel for new matching deals in Pipedrive

Effortlessly keep track of your Pipedrive deals in Microsoft Excel with this seamless workflow. Whenever a deal matches a specific filter in Pipedrive, a new row will be added to an Excel table. This automation not only saves time but also ensures that your Excel sheets stay up-to-date with your deal activities in real-time.

  1. When this happens...
    Deal Matching Filter
    Deal Matching Filter
    Deal Matching FilterTriggers when a deal newly matches a Pipedrive filter for the first time.
  2. automatically do this!
    Add Row to Table
    Add Row to Table
    Add Row to TableAdds a new row to the end of a specific table.
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More things you can do with Pipedrive and Microsoft Excel

Discover other triggers and actions you can use with Pipedrive and Microsoft Excel

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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About Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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