Excel
When this happens...
PipedriveNew Deal
Then do this...
ExcelAdd Row

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

  1. A new deal is added on Pipedrive
  2. Zapier adds a new Excel spreadsheet row automatically

Apps involved

  • Pipedrive
  • Excel

Why Zapier?

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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.

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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.

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