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Microsoft Excel + Pipedrive

Microsoft Excel + Pipedrive

Microsoft Excel + Pipedrive integrations

Update Microsoft Excel spreadsheets when Pipedrive deal stages are updated

Keep track of your Pipedrive deals' progress effortlessly with this workflow. Whenever a deal stage is updated in Pipedrive, a new row is promptly created in your Microsoft Excel spreadsheet. This enables quicker responses to deal changes and ensures your spreadsheet always reflects the most recent data. Make your deal tracking process seamless and more efficient with this intuitive automation.

  1. When this happens...
    Updated Deal Stage
    Updated Deal Stage
    Updated Deal StageTriggers when a deal's stage is updated.
  2. automatically do this!
    Create Workbook
    Create Workbook
    Create WorkbookCreates a new workbook
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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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