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Microsoft Excel + Pipedrive

Create spreadsheets in Microsoft Excel for new Pipedrive deal matching filters

Keep your records up to date seamlessly with this Pipedrive to Microsoft Excel process. Each time a deal in Pipedrive fulfills a set criteria, the related information is immediately captured into a new Microsoft Excel spreadsheet. This results in reducing manual data input and ensures your information stays precise and timely. Let this Pipedrive and Microsoft Excel integration simplify your deal monitoring for you.

Keep your records up to date seamlessly with this Pipedrive to Microsoft Excel process. Each time a deal in Pipedrive fulfills a set criteria, the related information is immediately captured into a new Microsoft Excel spreadsheet. This results in reducing manual data input and ensures your information stays precise and timely. Let this Pipedrive and Microsoft Excel integration simplify your deal monitoring for you.

  1. When this happens...
    PipedrivePipedrive
    Deal Matching Filter

    Triggers when a deal newly matches a Pipedrive filter for the first time.

    TriggerPolling
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Create Spreadsheet

    Creates a new spreadsheet

    ActionWrite
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Supported triggers and actions

    • Activity filterRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    • Deal status

    Trigger
    Polling
    Try It
    • NoteRequired

    Trigger
    Polling
    Try It
    • FilterRequired

    Trigger
    Polling
    Try It
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excel logo

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.

Related categories

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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.
Triggers & Actions