Pipeline CRM + PEP Cloud + Microsoft Excel Integrations
How to connect Pipeline CRM + PEP Cloud + Microsoft Excel
Zapier lets you send info between Pipeline CRM and PEP Cloud and Microsoft Excel automatically—no code required. With 7,000+ supported apps, the possibilities are endless.
Choose a Trigger
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Choose an Action
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Do even more with Pipeline CRM + PEP Cloud + Microsoft Excel
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Pipeline CRM, PEP Cloud, and Microsoft Excel. And don’t forget that you can add more apps and actions to create complex workflows.
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How Pipeline CRM + PEP Cloud + Microsoft Excel Integrations Work
- Step 1: Authenticate Pipeline CRM, PEP Cloud, and Microsoft Excel.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Pipeline CRM
Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.
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About PEP Cloud
PEP Cloud is a sales, estimating, and business management tool for everyone, but especially painting contractors.
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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.
Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
