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Pipedrive + Microsoft Excel Integrations

How to connect Pipedrive + Microsoft Excel

Zapier lets you send info between Pipedrive and Microsoft Excel automatically—no code required.

When this happens...
PipedrivePipedrive
Activity Matching Filter

Triggers when an activity matches a Pipedrive filter.

automatically do this!
Microsoft ExcelMicrosoft Excel
Add Row

Adds a new row to the end of a worksheet.

Supported triggers and actions

What does this mean?

How Pipedrive + Microsoft Excel Integrations Work

  1. Step 1: Authenticate Pipedrive + Microsoft Excel.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Pipedrive Tutorials

Microsoft Excel Tutorials

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.

Related categories

  • CRM (Customer Relationship Management)

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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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