Microsoft Excel + Pipedrive

Create spreadsheets in Microsoft Excel for new Pipedrive activity matching filters

Efficiently manage your Pipedrive activities and keep your Microsoft Excel spreadsheets updated with this seamless workflow. When an activity matches your specified filter in Pipedrive, this automation will promptly update your Excel sheet with the relevant information, ensuring all your data is well-organized and easily accessible. Boost your team's productivity, streamline your sales tracking process, and experience the effortless integration of Pipedrive and Microsoft Excel.

Efficiently manage your Pipedrive activities and keep your Microsoft Excel spreadsheets updated with this seamless workflow. When an activity matches your specified filter in Pipedrive, this automation will promptly update your Excel sheet with the relevant information, ensuring all your data is well-organized and easily accessible. Boost your team's productivity, streamline your sales tracking process, and experience the effortless integration of Pipedrive and Microsoft Excel.

  1. When this happens...
    PipedrivePipedrive
    Activity Matching Filter

    Triggers when an activity newly matches a Pipedrive filter for the first time.

    TriggerScheduled
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Create Spreadsheet

    Creates a new spreadsheet

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Deal

    Triggers when a new deal is created.

    Trigger
    Instant
    Try It
  • Pipedrive triggers, actions, and search

    New Lead

    Triggers when a Lead is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Organization

    Triggers when a new organization is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Note

    Triggers when a new note is created.

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
excel logo
excel logo

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.

Related categories

  • Microsoft
  • Spreadsheets

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pipedrive logo
pipedrive logo

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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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