Microsoft Excel + Pipedrive

Add new Pipedrive deals to Excel spreadsheets

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.

When this happens...
New Deal
Triggers when a new deal is created.
TriggerInstant
automatically do this!
Add Row
Adds a new row to the end of a worksheet.
ActionWrite

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Supported triggers and actions

What does this mean?

New Activity
Triggers when a new activity is created.
Trigger
Scheduled
Activity Matching Filter
Triggers when an activity matches a Pipedrive filter.
Trigger
Scheduled
New Deal
Triggers when a new deal is created.
Trigger
Instant
Deal Matching Filter
Triggers when a deal matches a Pipedrive filter.
Trigger
Scheduled
New Lead
Triggers when a Lead is created.
Trigger
Scheduled

New Note
Triggers when a new note is created.
Trigger
Scheduled
New Organization
Triggers when a new organization is created.
Trigger
Scheduled

Organization Matching Filter
Triggers when an organization matches a Pipedrive filter.
Trigger
Scheduled

Pipedrive
Triggers when a new person is created.
Scheduled
Trigger
Pipedrive
Triggers when a person matches a Pipedrive filter.
Scheduled
Trigger
Pipedrive
Triggers when a deal's stage is updated.
Instant
Trigger
Pipedrive
Triggers when an existing deal is updated.
Instant
Trigger
Pipedrive
Triggers when an existing organization is updated.
Scheduled
Trigger
Pipedrive
Triggers when an existing person is updated.
Scheduled
Trigger
Pipedrive
Adds a product to a deal.
Scheduled
Action
Pipedrive
Creates a new activity.
Scheduled
Action
Pipedrive
Creates a new deal.
Scheduled
Action
Pipedrive
Uploads a file and attaches it to a deal, person, organization, activity, product or note.
Scheduled
Action
Pipedrive
Adds a follower to a deal, organization, person or product.
Scheduled
Action
Pipedrive
Creates a new lead.
Scheduled
Action
Pipedrive
Creates a new note.
Scheduled
Action
Pipedrive
Creates a new organization.
Scheduled
Action
Pipedrive
Creates a new person.
Scheduled
Action
Pipedrive
Creates a new product.
Scheduled
Action
Pipedrive
Updates an existing activity.
Scheduled
Action
Pipedrive
Updates an existing deal.
Scheduled
Action
Pipedrive
Updates an existing organization.
Scheduled
Action
Pipedrive
Updates an existing person.
Scheduled
Action
Pipedrive
Finds an activity by subject.
Scheduled
Action
Pipedrive
Finds a deal by name.
Scheduled
Action
Pipedrive
Finds an organization.
Scheduled
Action
Pipedrive
Finds a person.
Scheduled
Action
Pipedrive
Finds a product by name.
Scheduled
Action
Pipedrive
Finds a product or products by name, ID, or product code (with line item support).
Scheduled
Action
Pipedrive
Finds a user by name, email or ID.
Scheduled
Action
Pipedrive
Finds an activity by subject, or creates one if none is found.
Scheduled
Action
Pipedrive
Finds a deal by name, or creates one if none is found.
Scheduled
Action
Pipedrive
Finds an organization by name, or creates one if none is found.
Scheduled
Action
Pipedrive
Finds a person by name, or creates one if none is found.
Scheduled
Action
Pipedrive
Finds a product by name, or creates one if none are found.
Scheduled
Action
Microsoft Excel
Triggers when a new row is added to a worksheet in a spreadsheet.
Scheduled
Trigger
Microsoft Excel
Triggers when a new row is added to a table in a spreadsheet.
Scheduled
Trigger
Microsoft Excel
Triggers when a new worksheet is added to a spreadsheet.
Scheduled
Trigger
Microsoft Excel
Triggers when a row is added or updated in a worksheet.
Scheduled
Trigger
Microsoft Excel
Adds a new row to the end of a worksheet.
Scheduled
Action
Microsoft Excel
Adds a new row to the end of a specific table.
Scheduled
Action
Microsoft Excel
Creates a new spreadsheet
Scheduled
Action
Microsoft Excel
Updates a row in a specific worksheet.
Scheduled
Action
Microsoft Excel
Finds a row by a column and value. Returns the entire row if one is found.
Scheduled
Action
Microsoft Excel
Finds or creates a specific find row.
Scheduled
Action

About Microsoft Excel

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.

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File Management & Storage, Microsoft

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About Pipedrive

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.