Pipedrive + Microsoft Excel + Formstack Documents Integrations
How to connect Pipedrive + Microsoft Excel + Formstack Documents
Zapier lets you send info between Pipedrive and Microsoft Excel and Formstack Documents automatically—no code required. With 7,000+ supported apps, the possibilities are endless.
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Do even more with Pipedrive + Microsoft Excel + Formstack Documents
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Pipedrive, Microsoft Excel, and Formstack Documents. And don’t forget that you can add more apps and actions to create complex workflows.
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How Pipedrive + Microsoft Excel + Formstack Documents Integrations Work
- Step 1: Authenticate Pipedrive, Microsoft Excel, and Formstack Documents.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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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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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About Formstack Documents
Introducing Formstack Documents, formerly WebMerge. Automatically generate PDF and Word DOCX documents merged with data from online web services. Contracts, invoices, applications, tickets, and more - all created dynamically, saving you time and money.
