Microsoft Excel + Pipeliner Cloud

Create new Pipeliner Cloud opportunities from new rows in Microsoft Excel

Effortlessly manage your sales pipeline with this workflow. Whenever a new row is added in your Microsoft Excel spreadsheet, an opportunity is instantly created in your Pipeliner Cloud, keeping your sales team updated in real-time. This seamless integration assists in maintaining an organized and efficient sales process, optimizing your business functioning and data handling.

When this happens...
New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
TriggerScheduled
automatically do this!
Create Opportunity
Create a new Opportunity.
ActionWrite

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Supported triggers and actions

What does this mean?

- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
Trigger
Scheduled
Try It
- Storage Source
- Folder
- SpreadsheetRequired
Trigger
Scheduled
Try It
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search

- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It

- Select Sales Unit
- Select Owner
Trigger
Instant
Try It
New Product
Triggers when a new Product is created.
Trigger
Instant
Try It
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Sales Unit
- Select Owner
Trigger
Instant
Try It
Updated Product
Triggers when a Product is updated.
Trigger
Instant
Try It
Create Account
Create a new Account.
Action
Write
- Primary Account Position
Action
Write
Create Lead
Create a new Lead.
Action
Write
Create Product Line Item
Create a new Product Line Item.
Action
Write
- Activity TypeRequired
Action
Write
- IdRequired
Action
Write
- Custom entity typeRequired
- IdRequired
Action
Write
- IdRequired
- Pipeline ID
- Step
Action
Write
- IdRequired
Action
Write
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
- Primary Account Position
Action
Search
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
Action
Search or write
- Search Type OperatorRequired
- Primary Account Position
Action
Search or write
- Search Type OperatorRequired
- PipelineRequired
- StepRequired
Action
Search or write
- Search Type OperatorRequired
- Activity TypeRequired
Action
Search or write

- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Trigger
Scheduled
Try It
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Trigger
Scheduled
Try It
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Action
Write
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write
- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Entity NameRequired
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Sales Unit
- Select Owner
- Select Pipeline
- Select Step
Trigger
Instant
Try It
- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Entity NameRequired
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Sales Unit
- Select Owner
- Select Pipeline
- Select Step
Trigger
Instant
Try It
- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Activity TypeRequired
Action
Write
- Custom entity typeRequired
Action
Write
- PipelineRequired
- StepRequired
Action
Write
Create Product
Create a new Product.
Action
Write
- IdRequired
Action
Write
- IdRequired
- Primary Account Position
Action
Write
- IdRequired
Action
Write
- IdRequired
Action
Write
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
- Custom entity typeRequired
Action
Search
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
- Activity TypeRequired
Action
Search or write
- Search Type OperatorRequired
Action
Search or write
- Search Type OperatorRequired
Action
Search or write

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.

Help

Related categories

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

About Pipeliner Cloud

Next generation sales CRM software designed to empower sales teams and grow profitable customer relationships.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Microsoft Excel + Pipeliner Cloud

Create new Pipeliner Cloud opportunities from new rows in Microsoft Excel

New Row

Storage Source

SpreadsheetRequired

WorksheetRequired

New Worksheet

Storage Source

Folder

SpreadsheetRequired

Add Row

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

Create Spreadsheet

Storage Source

Folder

TitleRequired

Column Headers

Zap Step Id

Find Row

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

Lookup ColumnRequired

Lookup ValueRequired

New Account

Select Owner

Select Sales Unit

New Contact

Select Owner

Select Sales Unit

New Lead

Select Sales Unit

Select Owner

New Product

Updated Account

Select Owner

Select Sales Unit

Updated Contact

Select Owner

Select Sales Unit

Updated Lead

Select Sales Unit

Select Owner

Updated Product

Create Account

Create Contact

Primary Account Position

Create Lead

Create Product Line Item

Create Task

Activity TypeRequired

Update Appointment

IdRequired

Update Custom Entity

Custom entity typeRequired

IdRequired

Update Opportunity

IdRequired

Pipeline ID

Step

Update Task

IdRequired

Find Appointment

Search Type OperatorRequired

Find Contact

Search Type OperatorRequired

Primary Account Position

Find Lead

Search Type OperatorRequired

Find Product

Search Type OperatorRequired

Search or Create Account

Search Type OperatorRequired