When this happens...
PipedriveNew Person
Then do this...
ExcelAdd Row

You never know when you'll need to churn through all that contact data in search for insights, so why not have your archival taken care of automatically and behind the scenes? Once active, this Zap will trigger whenever you add a new person on Pipedrive, automatically creating a new row on your Excel spreadsheet with all of their personal details.

Note: Your Excel files must be on OneDrive for Business for this integration to work.

How this Pipedrive-Excel integration works

  1. A new person is added on Pipedrive
  2. Zapier automation adds a new row on Excel

Apps involved

  • Pipedrive
  • Excel

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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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