Microsoft Excel + Pipedrive
Create spreadsheets in Microsoft Excel for new matched persons in Pipedrive
Stay organized and efficient with this workflow that connects Pipedrive and Microsoft Excel. When a person matches a specific filter in Pipedrive, this workflow comes into action by creating a new spreadsheet in your Microsoft Excel. Easily keep track of relevant matches without manual data entry, giving you more time to focus on building relationships and managing your sales pipeline.
Stay organized and efficient with this workflow that connects Pipedrive and Microsoft Excel. When a person matches a specific filter in Pipedrive, this workflow comes into action by creating a new spreadsheet in your Microsoft Excel. Easily keep track of relevant matches without manual data entry, giving you more time to focus on building relationships and managing your sales pipeline.
- When this happens...
Person Matching FilterTriggers when a person newly matches a Pipedrive filter for the first time.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create SpreadsheetCreates a new spreadsheet
ActionWriteCreate a new record or update an existing record in your app.
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New Lead
Triggers when a lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Note
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Organization
Triggers when a new organization is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deleted Person
Triggers when an existing person is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Filter ID
Status
Board ID
Phase ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planFilter By
Field to Watch for Changes On
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PersonRequired
LabelRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IdRequired
Product Variation IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FollowerRequired
Choose where to add the followerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Deal
Pin note to deal
Person
Pin note to person
Organization
Project
Pin note to organization
Lead
Pin note to lead
Pin note to project
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Emails
Phones
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Project Template
Project BoardRequired
Project PhaseRequired
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Remove All Existing Labels?
Labels to Remove
Labels to Add
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
DealRequired
Title
Status
Stage
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.OrganizationRequired
Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
ProductRequired
Product Name
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Title
Project
Description
Done
Due Date
Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Search Type
Assigned To
Filter
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search By
Term to search forRequired
Search type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appNote IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch By
Search TermRequired
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your appField to search byRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appField to Search By
Term to search forRequired
Search type
TitleRequired
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
TitleRequired
Person
Organization
Owner
Note
Pin note to lead
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
Source Channel ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
Name
Emails
Phones
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundPlan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPlan Restrictions
Storage Source
Folder
SpreadsheetRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPlan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
TableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
RowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Activity
Triggers when a new activity is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new person is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.DealRequired
Discount DescriptionRequired
Discount AmountRequired
Discount TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Add Multiple Products?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Subject
Owner
Organization
Deal
Lead
Project
Mark as done
Type
Use combined date and time field?
Duration
Is Busy?
Note
Public description
Primary Participant
Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Deal
Person
Organization
Product
Activity ID
Note ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Organization
Owner
Note
Pin note to lead
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
Source Channel ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
ProjectRequired
Description
Done
Due Date
Assignee
Parent Task
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ActivityRequired
Subject
Owner
Organization
Deal
Lead
Project
Mark as done
Type
Use combined date and time field?
Duration
Is Busy?
Note
Public description
Primary Participant
Participants
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
Title
Owner
Organization
Person
Label
Expected Close Date
Lead Value
Lead Value Currency
Source Channel
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Copy Null
PersonRequired
Name
Emails
Phones
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProjectRequired
Title
Project Board
Project Phase
Description
Status
Owner
Start Date
End Date
Deals
Organization
Person
Labels
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch for an Exact Match?
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ByRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch type
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch termRequired
Exact Match
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch TermRequired
Exact Match?
Assignee
Project
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appSubjectRequired
Search Type
Owner
Filter
Mark as done
Organization
Deal
Lead
Project
Type
Use combined date and time field?
Duration
Is Busy?
Note
Public description
Primary Participant
Participants
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
TitleRequired
Status
Stage
Stage Warning
Pipeline
Owner
Organization
Person
Probability
Expected Close Date
Deal Value
Currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch type
NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch termRequired
Exact Match
Product NameRequired
Product Code
Description
Unit
Tax percentage
Category
Owner
Is Linkable
Currency
Price
Direct cost
Overhead Cost
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundPlan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPlan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPlan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPlan Restrictions
Storage Source
Folder
SpreadsheetRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Microsoft Excel
Related categories
About Pipedrive
Related categories
Related Zap Templates
- Add new Pipedrive deals to Excel spreadsheets
- Create Pipedrive deals from new Excel rows
- Add rows in Microsoft Excel for updated deal stages in Pipedrive
- Add new Pipedrive deals in specific stages to Excel
- Add persons to Pipedrive from new Excel rows
- Add new people on Pipedrive as Excel rows
- Add new Pipedrive leads to a Microsoft Excel spreadsheet
- Add rows to Microsoft Excel for new matching deals in Pipedrive
- Create Pipedrive leads from updated Microsoft Excel rows
- Add rows to Microsoft Excel for new matched activity filters in Pipedrive
- Create rows in Microsoft Excel for new Pipedrive deals to easily track and organize
- Update Microsoft Excel rows with new Pipedrive deal stages
- Create spreadsheets in Microsoft Excel for new Pipedrive activity matching filters
- Create Pipedrive deals from updated Microsoft Excel rows
- Create Pipedrive notes from updated Microsoft Excel rows
- Update Pipedrive deals when Microsoft Excel rows are updated
- Update Microsoft Excel spreadsheets when Pipedrive deal stages are updated
- Update rows in Microsoft Excel when new organization matching filters occur in Pipedrive
- Create new Pipedrive deals from new rows in Microsoft Excel tables
- Create rows in Microsoft Excel for new activities in Pipedrive
- Update and create: transform updated rows in Microsoft Excel into new organizations in Pipedrive
- Update rows in Microsoft Excel when deals are updated in Pipedrive
- Add new Pipedrive notes to Microsoft Excel as rows instantly
- Update Microsoft Excel rows every time Pipedrive deals are updated
- Update Microsoft Excel rows automatically with newly updated Pipedrive persons
- Add new rows in Microsoft Excel whenever new organizations are created in Pipedrive
- Update rows in Microsoft Excel when persons are updated in Pipedrive
- Update Pipedrive deals whenever new rows are added in Microsoft Excel
- Create new Pipedrive organizations from updated rows in Microsoft Excel
- Add new matched persons from Pipedrive to Microsoft Excel rows effortlessly
- Create spreadsheets in Microsoft Excel for new activities in Pipedrive
- Create spreadsheets in Microsoft Excel for new Pipedrive deal matching filters
Related Zap Templates
- Add new Pipedrive deals to Excel spreadsheets
- Add new Pipedrive deals in specific stages to Excel
- Add new Pipedrive leads to a Microsoft Excel spreadsheet
- Add rows to Microsoft Excel for new matched activity filters in Pipedrive
- Create spreadsheets in Microsoft Excel for new Pipedrive activity matching filters
- Update Pipedrive deals when Microsoft Excel rows are updated
- Create new Pipedrive deals from new rows in Microsoft Excel tables
- Update rows in Microsoft Excel when deals are updated in Pipedrive
- Update Microsoft Excel rows automatically with newly updated Pipedrive persons
- Update Pipedrive deals whenever new rows are added in Microsoft Excel
- Create spreadsheets in Microsoft Excel for new activities in Pipedrive
- Create Pipedrive deals from new Excel rows
- Add persons to Pipedrive from new Excel rows
- Add rows to Microsoft Excel for new matching deals in Pipedrive
- Create rows in Microsoft Excel for new Pipedrive deals to easily track and organize
- Create Pipedrive deals from updated Microsoft Excel rows
- Update Microsoft Excel spreadsheets when Pipedrive deal stages are updated
- Create rows in Microsoft Excel for new activities in Pipedrive
- Add new Pipedrive notes to Microsoft Excel as rows instantly
- Add new rows in Microsoft Excel whenever new organizations are created in Pipedrive
- Create new Pipedrive organizations from updated rows in Microsoft Excel
- Create spreadsheets in Microsoft Excel for new Pipedrive deal matching filters
- Add rows in Microsoft Excel for updated deal stages in Pipedrive
- Add new people on Pipedrive as Excel rows
- Create Pipedrive leads from updated Microsoft Excel rows
- Update Microsoft Excel rows with new Pipedrive deal stages
- Create Pipedrive notes from updated Microsoft Excel rows
- Update rows in Microsoft Excel when new organization matching filters occur in Pipedrive
- Update and create: transform updated rows in Microsoft Excel into new organizations in Pipedrive
- Update Microsoft Excel rows every time Pipedrive deals are updated
- Update rows in Microsoft Excel when persons are updated in Pipedrive
- Add new matched persons from Pipedrive to Microsoft Excel rows effortlessly