Microsoft Excel + Pipedrive

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.

When this happens...
Updated Row
Triggers when a row is added or updated in a worksheet.
TriggerPolling
automatically do this!
Update Organization
Updates an existing organization
ActionWrite

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Supported triggers and actions

- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Activity filterRequired
Trigger
Polling
Try It
- FilterRequired
- Deal status
Trigger
Polling
Try It
New Lead
Triggers when a lead is created.
Trigger
Polling
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Organization
Triggers when a new organization is created.
Trigger
Instant
Try It
Deleted Person
Triggers when an existing person is deleted.
Trigger
Instant
Try It
- Filter ID
- Status
- Board ID
- Phase ID
Trigger
Polling
Try It
- Filter By
- Field to Watch for Changes On
Trigger
Instant
Try It
- Person Fields
Trigger
Instant
Try It
- PersonRequired
- LabelRequired
Action
Write
- Product IdRequired
- Product Variation IdRequired
Action
Write
- TitleRequired
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Write
- FollowerRequired
- Choose where to add the followerRequired
Action
Write
- 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
Action
Write
- Name
- Emails
- Phones
Action
Write
- TitleRequired
- Project Template
- Project BoardRequired
- Project PhaseRequired
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Write
- DealRequired
- Remove All Existing Labels?
- Labels to Remove
- Labels to Add
Action
Write
- Copy Null
- DealRequired
- Title
- Status
- Stage
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Write
- OrganizationRequired
- Name
Action
Write
- Copy Null
- ProductRequired
- Product Name
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead Cost
Action
Write
- TaskRequired
- Title
- Project
- Description
- Done
- Due Date
- Assignee
Action
Write
- SubjectRequired
- Search Type
- Assigned To
- Filter
- Status
Action
Search
- Field to Search By
- Term to search forRequired
- Search type
Action
Search
- Search type
Action
Search
- Note IDRequired
Action
Search
- Search type
Action
Search
- Search type
Action
Search
- Search By
- Search TermRequired
- Exact Match
Action
Search
- Field to search byRequired
Action
Search
- Field 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
Action
Search or write
- Search type
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin note to lead
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
- Source Channel ID
Action
Search or write
- Search type
- Name
- Emails
- Phones
Action
Search or write

- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write
New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
- NoteRequired
Trigger
Polling
Try It
- FilterRequired
Trigger
Polling
Try It
New Person
Triggers when a new person is created.
Trigger
Instant
Try It
- FilterRequired
Trigger
Polling
Try It
- Stage in pipeline
Trigger
Instant
Try It
- Org Fields
Trigger
Instant
Try It
- DealRequired
- Discount DescriptionRequired
- Discount AmountRequired
- Discount TypeRequired
Action
Write
- DealRequired
- Add Multiple Products?
Action
Write
- 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
Action
Write
- FileRequired
- File NameRequired
- Deal
- Person
- Organization
- Product
- Activity ID
- Note ID
Action
Write
- TitleRequired
- Person
- Organization
- Owner
- Note
- Pin note to lead
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
- Source Channel ID
Action
Write
- NameRequired
Action
Write
- Product NameRequired
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead Cost
Action
Write
- TitleRequired
- ProjectRequired
- Description
- Done
- Due Date
- Assignee
- Parent Task
Action
Write
- 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
Action
Write
- LeadRequired
- Title
- Owner
- Organization
- Person
- Label
- Expected Close Date
- Lead Value
- Lead Value Currency
- Source Channel
Action
Write
- Copy Null
- PersonRequired
- Name
- Emails
- Phones
Action
Write
- ProjectRequired
- Title
- Project Board
- Project Phase
- Description
- Status
- Owner
- Start Date
- End Date
- Deals
- Organization
- Person
- Labels
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- PersonRequired
Action
Search
- Search type
Action
Search
- Search for an Exact Match?
Action
Search
- Search ByRequired
Action
Search
- Search type
Action
Search
- Search termRequired
- Exact Match
Action
Search
- Search TermRequired
- Exact Match?
- Assignee
- Project
- Status
Action
Search
- SubjectRequired
- 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
Action
Search or write
- Search type
- TitleRequired
- Status
- Stage
- Stage Warning
- Pipeline
- Owner
- Organization
- Person
- Probability
- Expected Close Date
- Deal Value
- Currency
Action
Search or write
- Search type
- NameRequired
Action
Search or write
- Search termRequired
- Exact Match
- Product NameRequired
- Product Code
- Description
- Unit
- Tax percentage
- Category
- Owner
- Is Linkable
- Currency
- Price
- Direct cost
- Overhead Cost
Action
Search or write

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.

Learn more

Related categories

Similar apps

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.

Learn more

Related categories

CRM (Customer Relationship Management)

Microsoft Excel + Pipedrive

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

Supported triggers and actions

New Row

New Worksheet

Add Row

Add Row to Table

Update Row

Find Row(s)

Activity Matching Filter

Deal Matching Filter

New Lead

New Note

New Organization

Deleted Person

New Project

Updated Deal

Updated Person

Add Label to Person

Add Product Variation

Create Deal

Add Follower

Create Note

Create Person

Create Project

Add/Remove Deal Labels

Update Deal

Update Organization

Update Product

Update Task

Find Activity

Find Multiple Deals

Find Lead

Retrieve Note

Find Organization

Find Product(s)

Find Project(s)

Find User

Find Multiple Deals

Find or Create Lead

Find or Create Person

New Row in Table

Updated Row

Add Row(s)

Create Spreadsheet

Find Row

Find or Create Row

New Activity

New Deal

New Comments in Notes

Organization Matching Filter

New Person

Person Matching Filter

Updated Deal Stage

Updated Organization

Add Discount to Deal

Add Product to Deal

Create Activity

Attach File

Create Lead

Create Organization

Create Product

Create Task

Update Activity

Update Lead

Update Person

Update Project

API Request (Beta)

Find Deals Associated With a Person

Find Deal

Find Multiple Leads

Find Notes

Find Person

Find Product

Find Task

Find or Create Activity

Find or Create Deal

Find or Create Organization

Find or Create Product

About Microsoft Excel