Microsoft Excel + Pipedrive
Create new Pipedrive deals from new rows in Microsoft Excel tables
This workflow helps you easily manage your sales process. Once a new row is added in Microsoft Excel, a deal is immediately created in Pipedrive. As a result, all your important data swiftly follows the path from your spreadsheets directly into your sales pipeline, ensuring you never miss out on a potential sales opportunity. This is perfect for businesses looking to streamline their sales operations and keep their pipeline consistently updated.
This workflow helps you easily manage your sales process. Once a new row is added in Microsoft Excel, a deal is immediately created in Pipedrive. As a result, all your important data swiftly follows the path from your spreadsheets directly into your sales pipeline, ensuring you never miss out on a potential sales opportunity. This is perfect for businesses looking to streamline their sales operations and keep their pipeline consistently updated.
- When this happens...New Row in Table
Triggers when a new row is added to a table in a spreadsheet.
- automatically do this!Create Deal
Creates a new deal.
- Free forever for core features
- 14 day trial for premium features & apps
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
RowRequired
