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pipelinedeals + Microsoft Excel Integrations

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

  • No code
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  • Lightning Fast Setup
About pipelinedeals

PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.

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.

Microsoft Excel Integrations
Microsoft Excel Alternatives

Looking for the Microsoft Excel Alternatives? Here is the list of top Microsoft Excel Alternatives

  • Google Sheets Google Sheets
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Best ways to Integrate pipelinedeals + Microsoft Excel

  • pipelinedeals Microsoft Excel

    pipelinedeals + Microsoft Excel

    Add Row to Table in Microsoft Excel when list deal stages is added to pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals list deal stages
     
    Then do this...
    Microsoft Excel Add Row to Table
  • pipelinedeals Microsoft Excel

    pipelinedeals + Microsoft Excel

    Add Row to Table in Microsoft Excel when New Company is created in pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals New Company
     
    Then do this...
    Microsoft Excel Add Row to Table
  • pipelinedeals Microsoft Excel

    pipelinedeals + Microsoft Excel

    Add Row to Table in Microsoft Excel when get event categories is added to pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals get event categories
     
    Then do this...
    Microsoft Excel Add Row to Table
  • pipelinedeals Microsoft Excel

    pipelinedeals + Microsoft Excel

    Add Row to Table in Microsoft Excel when list Person is added to pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals list Person
     
    Then do this...
    Microsoft Excel Add Row to Table
  • pipelinedeals Microsoft Excel

    pipelinedeals + Microsoft Excel

    Add Row to Table in Microsoft Excel when New Person is created in pipeline deals Read More...
    Close
    When this happens...
    pipelinedeals New Person
     
    Then do this...
    Microsoft Excel Add Row to Table
  • pipelinedeals {{item.actionAppName}}

    pipelinedeals + {{item.actionAppName}}

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

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

    Triggers
  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

  • 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.

    Actions
  • Create Activity

    Creates a new activity associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

  • Add Row to Table

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

How pipelinedeals & Microsoft Excel Integrations Work

  1. Step 1: Choose pipelinedeals 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 Microsoft Excel 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 pipelinedeals to Microsoft Excel.

    (2 minutes)

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

Integration of pipelinedeals and Microsoft Excel

IT deals with the coordination of computer hardware and software resources for the benefit of an organization. It is the foundation of all other business activities. The use of technpogy becomes mandatory because it is impossible to compete effectively in today's business environment without using computers. IT is a broad term that refers to any application, system, or process invpving computers. IT being such a broad term, there are various sub categories within IT as well. One of them is pipelinedeals.

pipelinedeals?

Pipelinedeals is an online deal-making platform that allows entrepreneurs to conduct their own due diligence on potential financing deals, negotiate terms with investors, and track and report on the entire investment cycle. Pipelinedeals was founded by three ex-Gpdman Sachs bankers, Shruti Garg, Paul Gu and David Sangeetha. They have been incubated at StartX Stanford and Y Combinator.

Microsoft Excel?

Microsoft Excel is a spreadsheet program developed by Microsoft for both Windows and Mac OS X operating systems. First released in 1985 for Macintosh, it was soon ported to PC running MS-DOS. A version also running on Apple's iOS mobile operating system is available on the App Store, while an Android app was released in September 2013. Excel forms part of Microsoft Office. As of June 2016, Microsoft claims that Excel has more than 400 million users worldwide.

Integration of pipelinedeals and Microsoft Excel

Pipelinedeals and Microsoft Excel are integrated by using Microsoft Excel to count the interest rates of different firms listed on pipelinedeals, write down the details in a sheet and make conclusions about the best option for that particular product or service based on the past history of the listed company on pipelinedeals.

Benefits of Integration of pipelinedeals and Microsoft Excel

The benefits of this integration are. (1. Pipelinedeals users can use Microsoft Excel to calculate the interest rate offered by different companies listed on pipelinedeals; (2. Microsoft Excel can be used to summarize information from pipelinedeals so that users can easily analyze the data; (3. Using Microsoft Excel will save time in calculating interest rates and summarizing data; (4. Using Microsoft Excel will improve the experience for users on pipelinedeals.

The integration of pipelinedeals with Microsoft Excel will enable users to make better decisions when choosing financing products based on their past history and current situation.

The process to integrate pipelinedeals and Microsoft Excel 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.