Cognito Forms + Microsoft Excel + Pipedrive Integrations
How to connect Cognito Forms + Microsoft Excel + Pipedrive
Zapier lets you send info between Cognito Forms and Microsoft Excel and Pipedrive automatically—no code required. With 6,000+ supported apps, the possibilities are endless.
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Do even more with Cognito Forms + Microsoft Excel + Pipedrive
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Cognito Forms, Microsoft Excel, and Pipedrive. And don’t forget that you can add more apps and actions to create complex workflows.
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How Cognito Forms + Microsoft Excel + Pipedrive Integrations Work
- Step 1: Authenticate Cognito Forms, Microsoft Excel, and Pipedrive.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Cognito Forms
Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
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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.
