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Microsoft Excel + Pipedrive

Microsoft Excel + Pipedrive

Microsoft Excel + Pipedrive integrations

Update and create: transform updated rows in Microsoft Excel into new organizations in Pipedrive

Keep your sales pipeline updated and organized with this streamlined workflow. When a change is made in a row in your Microsoft Excel document, the corresponding data in your Pipedrive application gets updated too, ensuring both systems are always current. This process simplifies the transfer of specific details from your spreadsheet to your sales pipeline, allowing you to focus more on closing deals and less on data migration.

  1. When this happens...
    Updated Row
    Updated Row
    Updated RowTriggers when a row is added or updated in a worksheet.
  2. automatically do this!
    Update Organization
    Update Organization
    Update OrganizationUpdates an existing organization in Pipedrive with new values for selected fields, allowing partial updates to organization properties and custom fields.
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More things you can do with Microsoft Excel and Pipedrive

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

    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    Action
    Write
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    • Table
      Required
    Action
    Write
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    • Table
      Required
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    • Trigger Column
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet
      Required
    Action
    Write
    • Plan Restrictions
    • Storage_source
    • Folder
    • Workbook
      Required
    • Worksheet ID
      Required
    • Range
      Required
    • Apply To
    Action
    Write
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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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