Microsoft Excel + Pipedrive

Update rows in Microsoft Excel when new organization matching filters occur in Pipedrive

When a match is found in your Pipedrive organization filter, this workflow springs into action to promptly update a row in your Microsoft Excel sheet. This procedure takes the manual labor out of updating your spreadsheet and keeps your data consistently fresh. Simplify your tasks with this seamless Pipedrive to Excel update.

When a match is found in your Pipedrive organization filter, this workflow springs into action to promptly update a row in your Microsoft Excel sheet. This procedure takes the manual labor out of updating your spreadsheet and keeps your data consistently fresh. Simplify your tasks with this seamless Pipedrive to Excel update.

  1. When this happens...
    PipedrivePipedrive
    Organization Matching Filter

    Triggers when an organization newly matches a Pipedrive filter for the first time.

    TriggerScheduled
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Update Row

    Updates a row in a specific worksheet.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Deal

    Triggers when a new deal is created.

    Trigger
    Instant
    Try It
  • Pipedrive triggers, actions, and search

    New Lead

    Triggers when a Lead is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Organization

    Triggers when a new organization is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Note

    Triggers when a new note is created.

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
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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.
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  • Microsoft
  • Spreadsheets

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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.
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  • CRM (Customer Relationship Management)

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