CRM PipeRun + Microsoft Excel

Create new CRM PipeRun deals from new Microsoft Excel rows

Streamline your sales process with this smooth workflow. Whenever you add a new row in your Microsoft Excel, a new deal is instantly created in your CRM PipeRun. This automatic process eliminates manual data entry and keeps your sales pipeline always up-to-date. Experience robust customer interaction and enhanced productivity with this setup.

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

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Supported triggers and actions

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Write

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write

New Activity
Triggers when an activity is created.
Trigger
Polling
Try It
New Items
Triggers when an item is created.
Trigger
Polling
Try It
New Deal
Triggers when a deal is created.
Trigger
Polling
Try It
- Data MethodRequired
Trigger
Polling
Try It
- SubjectRequired
- DescriptionRequired
- TypeRequired
- OwnerRequired
- DealRequired
- StatusRequired
- Start AtRequired
- DurationRequired
Action
Write
- UpdateRequired
- StatusRequired
- IdentifierRequired
- TitleRequired
- Funnel/StageRequired
- Owner
- Deal value (P&S)
- Recurring value (MRR)
- Person EmailRequired
- Person Name
- Person ID (CPF)
- Person Phone
- Person Mobile Phone
- Person City
- State
- Person Job
- Company ID (CNPJ)
- Company Name
- Company Website
- Origin/Source
- Notes
- Tags
Action
Write
- NameRequired
- Person ID (CPF)
- Gender
- Email
- Phone
- Manager
- Person Job
- Website
- Facebook
- LinkedIn
- Postal code
- Address
- Address number
- Address Complement
- Neighborhood
- State
- City
- Tags
- Observation
Action
Write

- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- TableRequired
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- WorksheetRequired
- RowRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- WorkbookRequired
- Worksheet NameRequired
- Column Headers
Action
Search or write
New Company
Triggers when a company is created.
Trigger
Polling
Try It
Lost Deal
Triggers when a deal is updated to lost.
Trigger
Polling
Try It
New Person
Triggers when a person is created.
Trigger
Polling
Try It
Won Deal
Triggers when a deal is updated to won.
Trigger
Polling
Try It
- NameRequired
- Company Name
- Company ID (CNPJ)
- Email
- Phone
- Website
- Facebook
- LinkedIn
- Owner
- Manager
- Postal code
- Address
- Address number
- Address Complement
- Neighborhood
- State
- City
- Tags
- Observation
Action
Write
- NameRequired
- Cost
- Unit Value
- DescriptionRequired
- TypeRequired
Action
Write
- UserRequired
- CurrencyRequired
- Proposal CounterRequired
- DealRequired
- Items
Action
Write

About CRM PipeRun

CRM PipeRun is a Sales Funnel and Management CRM. From generated lead to the signed contract, all in a single system.

Learn more

Related categories

Sales & CRM

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.

Learn more