Microsoft Excel + Pipedrive

Create new Pipedrive deals from new rows in Microsoft Excel tables

This workflow helps you easily manage your sales process. Once a new row is added in Microsoft Excel, a deal is immediately created in Pipedrive. As a result, all your important data swiftly follows the path from your spreadsheets directly into your sales pipeline, ensuring you never miss out on a potential sales opportunity. This is perfect for businesses looking to streamline their sales operations and keep their pipeline consistently updated.

This workflow helps you easily manage your sales process. Once a new row is added in Microsoft Excel, a deal is immediately created in Pipedrive. As a result, all your important data swiftly follows the path from your spreadsheets directly into your sales pipeline, ensuring you never miss out on a potential sales opportunity. This is perfect for businesses looking to streamline their sales operations and keep their pipeline consistently updated.

  1. When this happens...
    Microsoft ExcelMicrosoft Excel
    New Row in Table

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

    TriggerScheduled
  2. automatically do this!
    PipedrivePipedrive
    Create Deal

    Creates a new deal.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
    • Storage Source

    • Folder

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Action
    Write
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Scheduled
    Try It
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It
    • Storage Source

    • Folder

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write
    • Storage Source

    • Folder

    • TitleRequired

    • Column Headers

    • Zap Step Id

    Action
    Write
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

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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