Microsoft Excel + Pipedrive
Create Pipedrive deals from updated Microsoft Excel rows
Effortlessly keep track of your sales progress by connecting Microsoft Excel and Pipedrive with this workflow. Whenever you update a row in your Excel spreadsheet, a new deal will be created in Pipedrive, ensuring your sales pipeline stays organized and up-to-date. Save time on manual data entry and focus on closing more deals.
Effortlessly keep track of your sales progress by connecting Microsoft Excel and Pipedrive with this workflow. Whenever you update a row in your Excel spreadsheet, a new deal will be created in Pipedrive, ensuring your sales pipeline stays organized and up-to-date. Save time on manual data entry and focus on closing more deals.
- When this happens...Updated Row
Triggers when a row is added or updated in a worksheet.
- automatically do this!Create Deal
Creates a new deal.
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Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try ItStorage Source
Folder
SpreadsheetRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
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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.
Related categories
Similar apps
OneDrive
File Management & Storage, Microsoft
Smartsheet
Spreadsheets
Quip
DocumentsAbout 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.
