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How Zapier works

Zapier makes it easy to integrate Microsoft Excel with Pipedrive - no code necessary. See how you can get setup in minutes.

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Microsoft Excel
Microsoft Excel logo
Microsoft Excel
1. Choose trigger event
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Pipedrive
Pipedrive logo
Pipedrive
2. Choose action
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1. Select the event
Setup
Test
Microsoft Excel logo
Microsoft Excel
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Row" from Microsoft Excel.

Add your action

An action happens after the trigger—such as "Add Label to Person" in Pipedrive.

You’re connected!

Zapier seamlessly connects Microsoft Excel and Pipedrive, automating your workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

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Frequently Asked Questions about Microsoft Excel + Pipedrive integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Excel and Pipedrive

What triggers can be used to integrate Excel with Pipedrive?

You can use various triggers such as a new row in Excel, an updated row, or a new worksheet to initiate automation between Excel and Pipedrive.

How can I automate task creation in Pipedrive from Excel?

By setting up a trigger for new entries or updates in your Excel spreadsheet, you can automatically create tasks in Pipedrive using actions defined within our platform.

Can I update existing deals in Pipedrive using Excel data?

Yes, you can set up an action to update existing deals in Pipedrive when specific rows are added or modified in your Excel sheet.

Is it possible to log activities into Pipedrive from changes made in an Excel file?

Indeed, whenever particular changes are made in your Excel file, those changes can trigger actions to create activity logs directly into your Pipedrive account.

How do I manage duplicates when integrating data from Excel to Pipedrive?

Our platform allows you to set conditions and filters while transferring data from Excel to avoid duplicating entries within Pipedrive.

What should I consider regarding data format when transferring information between Excel and Pipedrive?

Ensure that the data types you are using in your Excel sheets match the requirements of fields within your Pipedrive setup. Proper formatting is essential for seamless integration.

Are there any limitations on the number of rows we can sync from Excel to Pipedrive at once?

Yes, syncing a large number of rows at once might be limited by our platform's processing capabilities. It's recommended to sync data in batches if you're dealing with extensive datasets.

Practical ways you can use Microsoft Excel and Pipedrive

Business performance dashboard

Create an automated dashboard that consolidates data from various departments to provide a real-time overview of key metrics such as revenue, customer retention, and operational costs.

Business Owner
Email marketing campaign tracking

Deploy an automation that tracks and analyzes the performance of email marketing campaigns, including open rates, click-through rates, and conversion metrics, to optimize future strategies.

Marketing & Marketing Ops
Lead scoring automation

Implement a system to automatically score incoming leads based on their interaction data, demographic information, and potential value to streamline prioritization by the sales team.

Sales Ops

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Plan Restrictions
    • Storage_source
    • Folder
    • Spreadsheet
      Required
    • Worksheet
      Required
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Spreadsheet
      Required
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Spreadsheet
      Required
    • Worksheet
      Required
    Action
    Write
    • Plan Restrictions
    • Storage_source
    • Folder
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Table
      Required
    Action
    Write
    • Plan Restrictions
    • Storage_source
    • Folder
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Table
      Required
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Trigger Column
    Trigger
    Polling
    Try It
    • Plan Restrictions
    • Storage_source
    • Folder
    • Spreadsheet
      Required
    • Worksheet
      Required
    Action
    Write
    • Plan Restrictions
    • Storage_source
    • Folder
    • Title
      Required
    • Column Headers
    • Zap_step_id
    Action
    Write

Learn how to automate Microsoft Excel on the Zapier blog

Learn how to automate Pipedrive on the Zapier blog

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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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