When this happens...
PipedriveDeal Matching Filter
Then do this...
ExcelAdd Row

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

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Excel + Pipedrive and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Row

Triggers when a new row is added to a worksheet in a spreadsheet.

Update Row

Updates a row in a specific worksheet.

Updated Row

Triggers when a row is added or updated in a worksheet.

Add Row

Adds a new row to the end of a worksheet.

New Deal

Triggers when a new deal is created.

Create Person

Creates a new person.

Updated Deal

Triggers when an existing deal is updated.

Create Deal

Creates a new deal.

New Activity

Triggers when a new activity is created.

Create Activity

Creates a new activity.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

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.