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.
- When this happens...New Row in Table
Triggers when a new row is added to a table in a spreadsheet.
- automatically do this!Create Deal
Creates a new deal.
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Storage Source
FolderRequired
SpreadsheetRequired
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Try ItStorage Source
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SpreadsheetRequired
Try ItStorage Source
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Column Headers
Zap Step Id
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FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItStorage Source
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SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Storage Source
FolderRequired
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WorksheetRequired
RowRequired