Microsoft 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 automatically add a deal on Pipedrive with the information. Here's to a speedy close!

When this happens...
New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
TriggerScheduled
automatically do this!
Create Deal
Creates a new deal.
ActionWrite

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Supported triggers and actions

What does this mean?

New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
Trigger
Scheduled
New Row in Table
Triggers when a new row is added to a table in a spreadsheet.
Trigger
Scheduled
New Worksheet
Triggers when a new worksheet is added to a spreadsheet.
Trigger
Scheduled
Updated Row
Triggers when a row is added or updated in a worksheet.
Trigger
Scheduled
Add Row
Adds a new row to the end of a worksheet.
Action
Write

Add Row to Table
Adds a new row to the end of a specific table.
Action
Write
Create Spreadsheet
Creates a new spreadsheet
Action
Write

Update Row
Updates a row in a specific worksheet.
Action
Write

Microsoft Excel
Finds a row by a column and value. Returns the entire row if one is found.
Scheduled
Action
Microsoft Excel
Finds or creates a specific find row.
Scheduled
Action
Pipedrive
Triggers when a new activity is created.
Scheduled
Trigger
Pipedrive
Triggers when an activity matches a Pipedrive filter.
Scheduled
Trigger
Pipedrive
Triggers when a new deal is created.
Instant
Trigger
Pipedrive
Triggers when a deal matches a Pipedrive filter.
Scheduled
Trigger
Pipedrive
Triggers when a Lead is created.
Scheduled
Trigger
Pipedrive
Triggers when a new note is created.
Scheduled
Trigger
Pipedrive
Triggers when a new organization is created.
Scheduled
Trigger
Pipedrive
Triggers when an organization matches a Pipedrive filter.
Scheduled
Trigger
Pipedrive
Triggers when a new person is created.
Scheduled
Trigger
Pipedrive
Triggers when a person matches a Pipedrive filter.
Scheduled
Trigger
Pipedrive
Triggers when a deal's stage is updated.
Instant
Trigger
Pipedrive
Triggers when an existing deal is updated.
Instant
Trigger
Pipedrive
Triggers when an existing organization is updated.
Scheduled
Trigger
Pipedrive
Triggers when an existing person is updated.
Scheduled
Trigger
Pipedrive
Adds a product to a deal.
Scheduled
Action
Pipedrive
Creates a new activity.
Scheduled
Action
Pipedrive
Creates a new deal.
Scheduled
Action
Pipedrive
Uploads a file and attaches it to a deal, person, organization, activity, product or note.
Scheduled
Action
Pipedrive
Adds a follower to a deal, organization, person or product.
Scheduled
Action
Pipedrive
Creates a new lead.
Scheduled
Action
Pipedrive
Creates a new note.
Scheduled
Action
Pipedrive
Creates a new organization.
Scheduled
Action
Pipedrive
Creates a new person.
Scheduled
Action
Pipedrive
Creates a new product.
Scheduled
Action
Pipedrive
Updates an existing activity.
Scheduled
Action
Pipedrive
Updates an existing deal.
Scheduled
Action
Pipedrive
Updates an existing organization.
Scheduled
Action
Pipedrive
Updates an existing person.
Scheduled
Action
Pipedrive
Finds an activity by subject.
Scheduled
Action
Pipedrive
Finds a deal by name.
Scheduled
Action
Pipedrive
Finds an organization.
Scheduled
Action
Pipedrive
Finds a person.
Scheduled
Action
Pipedrive
Finds a product by name.
Scheduled
Action
Pipedrive
Finds a product or products by name, ID, or product code (with line item support).
Scheduled
Action
Pipedrive
Finds a user by name, email or ID.
Scheduled
Action
Pipedrive
Finds an activity by subject, or creates one if none is found.
Scheduled
Action
Pipedrive
Finds a deal by name, or creates one if none is found.
Scheduled
Action
Pipedrive
Finds an organization by name, or creates one if none is found.
Scheduled
Action
Pipedrive
Finds a person by name, or creates one if none is found.
Scheduled
Action
Pipedrive
Finds a product by name, or creates one if none are found.
Scheduled
Action

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.