Integrate Microsoft Excel with Pipedrive

Appy Pie Connect allows you to automate multiple workflows between Microsoft Excel and Pipedrive

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About Microsoft Excel

Microsoft Excel is an application program for calculations and data management, which generates spreadsheets, and functions as a database. It makes it easier to organize, analyze and present data while helping to make informed business decisions based on the analysis.

About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

Pipedrive Integrations
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Best Microsoft Excel and Pipedrive Integrations

  • Microsoft Excel Integration Pipedrive Integration

    Microsoft Excel + Pipedrive

    Create Person to Pipedrive from New Worksheet in Microsoft Excel Read More...
    Close
    When this happens...
    Microsoft Excel Integration New Worksheet
     
    Then do this...
    Pipedrive Integration Create Person
  • Microsoft Excel Integration Pipedrive Integration

    Microsoft Excel + Pipedrive

    Create Deal to Pipedrive from New Worksheet in Microsoft Excel Read More...
    Close
    When this happens...
    Microsoft Excel Integration New Worksheet
     
    Then do this...
    Pipedrive Integration Create Deal
  • Microsoft Excel Integration Pipedrive Integration

    Microsoft Excel + Pipedrive

    Create Activity to Pipedrive from New Worksheet in Microsoft Excel Read More...
    Close
    When this happens...
    Microsoft Excel Integration New Worksheet
     
    Then do this...
    Pipedrive Integration Create Activity
  • Microsoft Excel Integration Pipedrive Integration

    Microsoft Excel + Pipedrive

    Update Person in Pipedrive when New Worksheet is created in Microsoft Excel Read More...
    Close
    When this happens...
    Microsoft Excel Integration New Worksheet
     
    Then do this...
    Pipedrive Integration Update Person
  • Microsoft Excel Integration Pipedrive Integration

    Microsoft Excel + Pipedrive

    Create Note to Pipedrive from New Worksheet in Microsoft Excel Read More...
    Close
    When this happens...
    Microsoft Excel Integration New Worksheet
     
    Then do this...
    Pipedrive Integration Create Note
  • Microsoft Excel Integration {{item.actionAppName}} Integration

    Microsoft Excel + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Microsoft Excel + Pipedrive in easier way

It's easy to connect Microsoft Excel + Pipedrive without coding knowledge. Start creating your own business flow.

    Triggers
  • New Row in Table

    Triggers when a new row is added to a table in a spreadsheet.

  • New Worksheet

    Triggers when a new worksheet is added to a spreadsheet.

  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

    Actions
  • Add Row to Table

    Adds a new row to the end of a specific table.

  • Create Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Organization

    Updates an existing organization.

  • Update Person

    Updates an existing person.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Microsoft Excel & Pipedrive Integrations Work

  1. Step 1: Choose Microsoft Excel as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Pipedrive as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Excel to Pipedrive.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Excel and Pipedrive

Create an outline for an article about Microsoft Excel and Pipedrive:

Microsoft Excel

Pipedrive

Integration of Microsoft Excel and Pipedrive

Benefits of Integration of Microsoft Excel and Pipedrive

Microsoft Excel

It is a spreadsheet program. It contains its own programming language, Visual Basic for Applications (VBA. Utilizing VBA, you can write macros to automate tasks in the spreadsheet.

Pipedrive

It is a sales pipeline management software. It works with CRM (customer relationship management. software such as Salesforce, Zoho, and HubSpot to help you manage leads and sales opportunities. Pipedrive also has a slide presentation top similar to PowerPoint. You can use this top to create presentations that are sent to your contacts via email.

Integration of Microsoft Excel and Pipedrive

Pipedrive has a feature called “triggers”. A trigger is a series of actions that are performed on a contact when a specific event occurs. For example, when a new lead is entered into Pipedrive, you can set a trigger so that the contact’s details are automatically written into a spreadsheet. This allows you to track your prospects and sales more easily and quickly. Additionally, you can export the data from your spreadsheet into other programs such as Google Docs and Google Sheets. Lastly, Pipedrive will create a .CSV file, which is an industry-standard file type. You can use this in Excel or other programs.

Benefits of Integration of Microsoft Excel and Pipedrive

The most obvious benefit is the increased efficiency of tracking leads and sales opportunities with both programs integrated together. This benefit is especially important if you have a large number of salespeople or leads who call in often. Another benefit is that it helps increase the organization of your contacts on your computer. If your contacts are saved in both Salesforce and Pipedrive, they will be organized by company name in both programs. Therefore, when you are at work or home, you will know exactly where to find all of these contacts. In addition, you will know when they were last contacted in sales or fplowed up on in marketing, without having to check multiple programs. Finally, once you set up the triggers to export your data from Pipedrive into Excel and vice versa, you will never have to enter the same information twice!

The process to integrate Microsoft Excel and Pipedrive may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.