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

  1. A new deal is added to a stage on Pipedrive
  2. Zapier automation creates an Excel spreadsheet row

Apps involved

  • Pipedrive
  • Excel
Add new Pipedrive deals in a specific stage to Excel
Pipedrive integration logo

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.

Excel integration logo

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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