Integrating Pipedrive with Microsoft Excel by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Pipedrive and Microsoft Excel
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- 7 days free trial
- Lightning Fast Setup
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Award Winning App Integration Platform
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
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.
Integrations for Microsoft ExcelLooking for the Microsoft Excel Alternatives? Here is the list of top Microsoft Excel Alternatives
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![Google Sheets Integration]()
Google Sheets
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![Smartsheet Integration]()
Smartsheet
It's easy to connect Pipedrive + Microsoft Excel without coding knowledge. Start creating your own business flow.
- Triggers
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Deal Matching FilterTriggers every time a deal matches a Pipedrive filter.
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New Activity
Triggers upon an addition of a new activity in Pipedrive.
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New Deal
Triggers every time a new deal is created.
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New Organization
Triggers when a new organization is created.
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New Person
Triggers when a new person is added.
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Organization Matching Filter
Triggers every time an organization matches a Pipedrive filter.
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Person Matching Filter
Triggers whenever a person matches a Pipedrive filter.
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Updated Deal
Triggers upon a updation in an existing deal.
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Updated Organization
Triggers when changes are made in an existing organization.
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Updated Person
Triggers when an existing contact is updated.
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New Row in TableTriggers when a new row is added to a table in a spreadsheet.
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New Worksheet
Triggers when a new worksheet is added to a spreadsheet.
- Actions
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Create Activity
Creates a new activity.
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Create Deal
Creates a new deal.
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Create Note
Creates a new note.
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Create Organization
Creates a new organization.
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Create Person
Creates a new person.
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Update Deal
Updates an existing deal.
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Update Organization
Updates an existing organization.
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Update Person
Updates an existing person.
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Add Row to Table
Adds a new row to the end of a specific table.
How Pipedrive & Microsoft Excel Integrations Work
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Step 1: Choose Pipedrive as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Microsoft Excel as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Pipedrive to Microsoft Excel.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.