Having deal information in a spreadsheet is a great start, but you'll need it on your CRM to really get started. Let Zapier put everything together the moment the information comes in: Set up this integration and, whenever you add a new row on Excel, we'll add a deal on Pipedrive with the information. Here's to a speedy close!
Note: This integration will only work with an Excel spreadsheet on OneDrive for Business
How this Excel-Pipedrive integration works
- A new Excel spreadsheet row is added
- Zapier automation adds a deal to Pipedrive
Apps involved
- Excel
- Pipedrive
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Add new Pipedrive deals to an Excel spreadsheet
You should be busy chasing down those deals, not copying their details around the system. Activate this Zap and let us do that! From then on, whenever you add a deal on Pipedrive, we'll also send the information to Excel, logging every point accurately on any spreadsheet you need for an updated record at all times.
Note: This integration will only work with an Excel spreadsheet on OneDrive for Business
How this Pipedrive-Excel integration works
- A new deal is added on Pipedrive
- Zapier adds a new Excel spreadsheet row automatically
Apps involved
- Pipedrive
- Excel
Add new Pipedrive deals in a specific stage to Excel
When your deals mature, it's time to focus on closing them, not copying information around. Activate this integration and we'll do it all for you in the background. Whenever a deal advances to a particular stage on Pipedrive, Zapier will copy its information into Excel, adding a new spreadsheet row with everything you need for your records.
Note: This integration will only work with an Excel spreadsheet on OneDrive for Business
How this Pipedrive-Excel integration works
- A new deal is added to a stage on Pipedrive
- Zapier automation creates an Excel spreadsheet row
Apps involved
- Pipedrive
- Excel
Add new people on Pipedrive as Excel rows
You never know when you'll need to churn through all that contact data in search for insights, so why not have your archival taken care of automatically and behind the scenes? Once active, this Zap will trigger whenever you add a new person on Pipedrive, automatically creating a new row on your Excel spreadsheet with all of their personal details.
Note: Your Excel files must be on OneDrive for Business for this integration to work.
How this Pipedrive-Excel integration works
- A new person is added on Pipedrive
- Zapier automation adds a new row on Excel
Apps involved
- Pipedrive
- Excel
Add people to Pipedrive from new Excel rows
The days of importing contacts yourself are over: Set up this Zap and we'll automate the process for you. It will then trigger whenever you add a new row to an Excel spreadsheet, automatically creating a person on Pipedrive with every detail so each time.
Note: Your Excel files must be on OneDrive for Business for this integration to work.
How this Excel-Pipedrive integration works
- A new row is added on Excel
- Zapier automation adds a new person on Pipedrive
Apps involved
- Excel
- Pipedrive
Create Pipedrive deals from new Excel rows
Having deal information in a spreadsheet is a great start, but you'll need it on your CRM to really get started. Let Zapier put everything together the moment the information comes in: Set up this integration and, whenever you add a new row on Excel, we'll add a deal on Pipedrive with the information. Here's to a speedy close!
Note: This integration will only work with an Excel spreadsheet on OneDrive for Business
How this Excel-Pipedrive integration works
- A new Excel spreadsheet row is added
- Zapier automation adds a deal to Pipedrive
Apps involved
- Excel
- Pipedrive
It's easy to connect Excel + Pipedrive and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new row is added to a worksheet in a spreadsheet.
Updates a row in a specific worksheet.
Triggers when a row is added or updated in a worksheet.
Adds a new row to the end of a worksheet.
Triggers when a new deal is created.
Creates a new person.
Triggers when an existing deal is updated.
Creates a new deal.
Triggers when a new activity is created.
Creates a new activity.
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