OneDrive, Microsoft's file sync app formerly known as SkyDrive, lets you store your files online, edit Office documents in the free Office Web Apps, and easily access your online files from your PC.

OneDrive

Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.

Smartsheet

Quip is a modern productivity suite that enables you and your team to collaborate on any device. It works across iPhone, iPad, Android phones and tablets, and the desktop web. Quip has a simple and elegant interface that combines documents and messages into a single chat-like “thread” of updates, making collaboration immediate and easy. You can share documents, tables, checklists, and more so multiple people can edit and discuss together in a single, shared workspace.

Quip

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Google Sheets

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

Airtable

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.

Microsoft Excel

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Zoho CRM

Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.

Zendesk Sell

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.

Agile CRM

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.

Use Zapier with Pipedrive to automatically capture information from other apps you use and send them directly to Pipedrive. Or the other way around: Enable Pipedrive to send out signals as you work through your pipelines so information in your other apps stays up to date. By not having to manually update your CRM, you can focus on closing more deals and building more connections.

Here are some creative ways to use Pipedrive and Zapier:

 Create a fully automated workflow without writing any code. Use Zapier to capture new Typeform submitters as Pipedrive contacts, subscribe them to your MailChimp list, and send out a personalized welcome email via Gmail.

 Reporting made easy: Add Pipedrive deals reaching certain stages to a Google Sheets spreadsheet.

 Add new Pipedrive contacts to Google Contacts, so you know which client is calling you on your Android phone.

Pipedrive

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 automatically 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

Zapier adds a new Excel spreadsheet row automatically

Microsoft Excel

Pipedrive

Microsoft Excel

Pipedrive

Add new Pipedrive deals to Excel spreadsheets

How this Pipedrive-Excel integration works

Apps involved

Add new Pipedrive deals in specific stages to Excel

Add new people on Pipedrive as Excel rows

Add persons to Pipedrive from new Excel rows

Create Pipedrive deals from new Excel rows

Connect Microsoft Excel + Pipedrive in Minutes

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