Microsoft Excel + Pipedrive

Update rows in Microsoft Excel when deals are updated in Pipedrive

Stay ahead with your sales reports without ever leaving Pipedrive. This workflow activates whenever a deal is updated in Pipedrive, promptly adding a row in your Microsoft Excel app. It's a seamless bridge between your sales process and reporting, enabling real-time data tracking and eliminating the need for manual entries. By leveraging this automation, you'll ensure every change in Pipedrive reflects immediately in Excel for accurate report generation.

Stay ahead with your sales reports without ever leaving Pipedrive. This workflow activates whenever a deal is updated in Pipedrive, promptly adding a row in your Microsoft Excel app. It's a seamless bridge between your sales process and reporting, enabling real-time data tracking and eliminating the need for manual entries. By leveraging this automation, you'll ensure every change in Pipedrive reflects immediately in Excel for accurate report generation.

  1. When this happens...
    PipedrivePipedrive
    Updated Deal

    Triggers when an existing deal is updated.

    TriggerInstant
  2. automatically do this!
    Microsoft ExcelMicrosoft Excel
    Add Row

    Adds a new row to the end of a worksheet.

    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

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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