Microsoft Excel + Pipedrive
Create Pipedrive notes from updated Microsoft Excel rows
Efficiently manage your sales pipeline by linking Microsoft Excel and Pipedrive with this workflow. Ensure accuracy and save time as new notes are created in Pipedrive whenever an existing row is updated in Excel. Enjoy a streamlined sales process and never miss essential updates on your deals again.
Efficiently manage your sales pipeline by linking Microsoft Excel and Pipedrive with this workflow. Ensure accuracy and save time as new notes are created in Pipedrive whenever an existing row is updated in Excel. Enjoy a streamlined sales process and never miss essential updates on your deals again.
- When this happens...Updated Row
Triggers when a row is added or updated in a worksheet.
- automatically do this!Create Note
Creates a new note.
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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.
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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.
