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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 matches a Pipedrive filter.

    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
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    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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Related categories

  • Microsoft
  • Spreadsheets

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