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Add new Pipedrive deals to an Excel spreadsheet

  1. When this happensStep 1: New Deal

  2. Then do thisStep 2: Add 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
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Connect Microsoft Excel + Pipedrive in Minutes

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

All Triggers & Actions

New Row

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

New Worksheet

Triggers when a new worksheet is added to a spreadsheet.

New Activity

Triggers when a new activity is created.

InstantNew Deal

Triggers when a new deal is created.

New Note

Triggers when a new note is created.

New Row in Table

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

Updated Row

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

Activity Matching Filter

Triggers when an activity matches a Pipedrive filter.

Deal Matching Filter

Triggers when a deal matches a Pipedrive filter.

New Organization

Triggers when a new organization is created.