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
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.
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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