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Microsoft Excel + Pipedrive

Microsoft Excel + Pipedrive

Microsoft Excel + Pipedrive integrations

Manage new Pipedrive activity matches by adding rows in Microsoft Excel

Increase efficiency and productivity with this workflow. When a certain activity occurs in Pipedrive, a new row will instantly appear in your Microsoft Excel spreadsheet. This seamless process not only keeps your data organized, but it also enables quicker decision-making based on accurate, up-to-date information. Take your Pipedrive and Microsoft Excel collaboration to the next level with this powerful, time-saving solution.

  1. When this happens...
    Activity Matching Filter
    Activity Matching Filter
    Activity Matching FilterTriggers when an activity newly matches a Pipedrive filter for the first time.
  2. automatically do this!
    Add Row
    Add Row
    Add RowAdds a new row to the end of a worksheet.
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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
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    • Filter
      Required
    • Deal status
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  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
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    • Note ID
      Required
    Trigger
    Polling
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    • Filter
      Required
    Trigger
    Polling
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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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