Microsoft Excel + Pipeliner Cloud

Create new Pipeliner Cloud opportunities from new rows in Microsoft Excel

Effortlessly manage your sales pipeline with this workflow. Whenever a new row is added in your Microsoft Excel spreadsheet, an opportunity is instantly created in your Pipeliner Cloud, keeping your sales team updated in real-time. This seamless integration assists in maintaining an organized and efficient sales process, optimizing your business functioning and data handling.

When this happens...
New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
TriggerScheduled
automatically do this!
Create Opportunity
Create a new Opportunity.
ActionWrite

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Supported triggers and actions

- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Trigger
Scheduled
Try It
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
Trigger
Scheduled
Try It
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write

- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It

- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Sales Unit
- Select Owner
Trigger
Instant
Try It
New Product
Triggers when a new Product is created.
Trigger
Instant
Try It
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Sales Unit
- Select Owner
Trigger
Instant
Try It
Updated Product
Triggers when a Product is updated.
Trigger
Instant
Try It
Create Account
Create a new Account.
Action
Write
- Primary Account Position
Action
Write
Create Lead
Create a new Lead.
Action
Write
Create Product Line Item
Create a new Product Line Item.
Action
Write
- Activity TypeRequired
Action
Write
- IdRequired
Action
Write
- Custom entity typeRequired
- IdRequired
Action
Write
- IdRequired
- Pipeline ID
- Step
Action
Write
- IdRequired
Action
Write
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
- Primary Account Position
Action
Search
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
Action
Search or write
- Search Type OperatorRequired
- Primary Account Position
Action
Search or write
- Search Type OperatorRequired
- PipelineRequired
- StepRequired
Action
Search or write
- Search Type OperatorRequired
- Activity TypeRequired
Action
Search or write

- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Trigger
Scheduled
Try It
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Trigger
Scheduled
Try It
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Plan Restrictions
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write
- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Entity NameRequired
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Sales Unit
- Select Owner
- Select Pipeline
- Select Step
Trigger
Instant
Try It
- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Entity NameRequired
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Select Sales Unit
- Select Owner
- Select Pipeline
- Select Step
Trigger
Instant
Try It
- Activity Type
- Select Owner
- Select Sales Unit
Trigger
Instant
Try It
- Activity TypeRequired
Action
Write
- Custom entity typeRequired
Action
Write
- PipelineRequired
- StepRequired
Action
Write
Create Product
Create a new Product.
Action
Write
- IdRequired
Action
Write
- IdRequired
- Primary Account Position
Action
Write
- IdRequired
Action
Write
- IdRequired
Action
Write
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
- Custom entity typeRequired
Action
Search
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
Action
Search
- Search Type OperatorRequired
- Activity TypeRequired
Action
Search or write
- Search Type OperatorRequired
Action
Search or write
- Search Type OperatorRequired
Action
Search or write

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.

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Related categories

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About Pipeliner Cloud

Next generation sales CRM software designed to empower sales teams and grow profitable customer relationships.

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Microsoft Excel + Pipeliner Cloud

Create new Pipeliner Cloud opportunities from new rows in Microsoft Excel

New Row

New Worksheet

Add Row

Add Row to Table

Update Row

Find Row(s)

New Account

New Contact

New Lead

New Product

Updated Account

Updated Contact

Updated Lead

Updated Product

Create Account

Create Contact

Create Lead

Create Product Line Item

Create Task

Update Appointment

Update Custom Entity

Update Opportunity

Update Task

Find Appointment

Find Contact

Find Lead

Find Product

Search or Create Account

Search or Create Contact

Search or Create Opportunity

Search or Create Task

New Row in Table

Updated Row

Add Row(s)

Create Spreadsheet

Find Row

Find or Create Row

New Appointment

New Custom Entity

New Opportunity

New Task

Updated Appointment

Updated Custom Entity

Updated Opportunity

Updated Task

Create Appointment

Create Custom Entity

Create Opportunity

Create Product

Update Account

Update Contact

Update Lead

Update Product

Find Account

Find Owner

Find Custom Entity

Find Opportunity

Find Task

Search or Create Appointment

Search or Create Lead

Search or Create Product

About Microsoft Excel

Related categories

Similar apps

OneDrive

Smartsheet

Quip

About Pipeliner Cloud

Related categories

Similar apps

Zapier Interfaces