Add new Pipedrive deals to an Excel spreadsheet
When this happensStep 1: New Deal
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
- A new deal is added on Pipedrive
- Zapier adds a new Excel spreadsheet row automatically