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Microsoft Excel + Pipedrive

Microsoft Excel + Pipedrive

Microsoft Excel + Pipedrive integrations

Create spreadsheets in Microsoft Excel for new activities in Pipedrive

Stay on top of your sales activities in Pipedrive and maintain a systematic archive in Microsoft Excel. With this workflow, as soon as there is a new activity in Pipedrive, a spreadsheet in Excel is instantly created. This helps you effortlessly track and analyze your sales data, ensuring you never miss key insights for your business growth strategy.

  1. When this happens...
    New Activity
    New Activity
    New ActivityTriggers when a new activity is created.
  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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