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Pipedrive + Microsoft Excel Integrations

Appy Pie Connect allows you to automate multiple workflows between Pipedrive and Microsoft Excel

About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

About Microsoft Excel

Microsoft Excel is an application program for calculations and data management, which generates spreadsheets, and functions as a database. It makes it easier to organize, analyze and present data while helping to make informed business decisions based on the analysis.

Microsoft Excel Integrations
Microsoft Excel Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Google Sheets Google Sheets
  • Smartsheet Smartsheet

Best Pipedrive and Microsoft Excel Integrations

  • Pipedrive Gmail

    Pipedrive + Gmail

    Send Gmail Emails for Newly added deals to a stage on Pipedrive Read More...
    When this happens...
    Pipedrive Deal Matching Filter
     
    Then do this...
    Gmail Send Email
    Get more out of your Pipedrive by integrating it with Gmail. After setting this integration up, Appy Pie Connect will send an email to you or your chosen recipients via Gmail whenever a new deal is added to a certain stage on Pipedrive, ensuring that every sales deal is handled perfectly. This integration will help businesses streamline and automate repeatable business tasks, minimizing room for errors and increasing their overall efficiency.
    How This Integration Works
    • Triggers when a new deal is created on Pipedrive
    • Appy Pie Connect automatically sends an email through Gmail
    Prerequisites to setup the integration
    • A Gmail account
    • A Pipedrive account
  • Pipedrive Slack

    Pipedrive + Slack

    Receive Direct Message in Slack Alert Messages for Every New Deal on Pipedrive Read More...
    When this happens...
    Pipedrive New Deal
     
    Then do this...
    Slack Send Direct Message
    Set up this Slack – Pipedrive integration and we will watch your Pipedrive account for you. After setting up this integration, we will send a notification to the selected slack channel every time a new deal is created on Pipedrive, keeping your team informed about every Deal on your Pipedrive. Our automation platform enables you to set up this Connect in mere minutes without writing a single line of code.
    How This Integration Works
    • A new deal is added to Pipedrive
    • Appy Pie Connect automatically sends a direct message to your specified Slack Channel
    What You Need
    • A Slack account
    • A Pipedrive account
  • Pipedrive Twitter

    Pipedrive + Twitter

    Add Every New Person on Pipedrive Directly To the Specified Twitter List Read More...
    When this happens...
    Pipedrive New Person
     
    Then do this...
    Twitter Add User to List
    Twitter is one of the most effective social media platforms for businesses to attract new customers. After all, Twitter grows your influence by exposing your message to a larger audience. Therefore, let your twitter follower list grow by syncing it with Pipedrive. After setting this integration up, whenever a new contact is added to Pipedrive, Appy Pie Connect will automatically add that person to your twitter list, giving you more audience for your campaign.
    How this integration works
    • A contact is created on Pipedrive
    • Appy Pie Connect adds that contact directly to the Twitter list
    What You Need
    • A Pipedrive account
    • A Twitter account
  • Pipedrive Salesforce

    Pipedrive + Salesforce

    Create Leads on Salesforce for New Pipedrive People Read More...
    When this happens...
    Pipedrive New Person
     
    Then do this...
    Salesforce Create Lead
    If you use Pipedrive as your principle CRM and Salesforce for your sales pipeline, then this Connect is highly beneficial for you. After setting this integration up, whenever a contact is added to Pipedrive, Appy Pie Connect will add that contact to Salesforce as a lead. So, don’t wait and try this Connect now to keep your business competitive!
    How this Pipedrive – Salesforce integration Works
    • A new person is added to your Pipedrive account
    • Appy Pie Connect adds that person to your Salesforce account as a new lead
    What You Need
    • A Pipedrive account
    • A Salesforce account
  • Pipedrive Slack

    Pipedrive + Slack

    Create a New Channel on Slack for Every Pipedrive Deal Read More...
    When this happens...
    Pipedrive New Deal
     
    Then do this...
    Slack Create Channel
    Slack is one of the best team communication platforms available today. It features instant messaging and documents sharing, helping teams to communicate more effectively with each other. You can get more out of your Slack by integrating it with Pipedrive. After setting up this integration, whenever a new deal is added to Pipedrive, Appy Pie Connect will create a new Slack channel for it to help you discuss the newest deals in person.
    How this Pipedrive – Slack integration works
    • A new deal is added to Pipedrive
    • Appy Pie’ Connect creates a new channel on Slack
    What You Need
    • A Pipedrive account
    • A Slack account
  • Pipedrive Slack

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    {{item.message}} Read More...
    When this happens...
    Pipedrive {{item.triggerTitle}}
     
    Then do this...
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Connect Pipedrive + Microsoft Excel in easier way

It's easy to connect Pipedrive + Microsoft Excel without coding knowledge. Start creating your own business flow.

    Triggers
  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

  • New Row in Table

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

  • New Worksheet

    Triggers when a new worksheet is added to a spreadsheet.

    Actions
  • Create Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Person

    Updates an existing person.

  • Add Row to Table

    Adds a new row to the end of a specific table.

How Pipedrive & Microsoft Excel Integrations Work

  1. Step 1: Choose Pipedrive as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Pipedrive with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Microsoft Excel as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Microsoft Excel with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Pipedrive and Microsoft Excel

In this article, I will talk about Pipedrive and Microsoft Excel. Pipedrive is a Sales Management Platform that helps you track sales pipeline, close more deals and retain happy customers. Pipedrive integrates with popular applications such as Google Drive, Dropbox and many more. The integration of Pipedrive and Microsoft Excel allows you to sync data between the two applications securely.

Pipedrive is a Sales Management Platform that helps you track sales pipeline, close more deals and retain happy customers. The platform helps you organize all your prospects into contact lists, add data about them cleanly, and schedule fplow-up emails and reminders. Pipedrive also provides an easy-to-use CRM that allows you to view detailed profiles of contacts. You can also use its contact search feature to make it easy to find the right person at your target company.

With Pipedrive, you can quickly set up marketing campaigns to fplow up with leads and get more opportunities. You can also use its email templates to help you stay consistent when communicating with your prospects. If you want to make sure that your leads get the most out of your products or services, you can create an online demo on the website. It lets you share a video walkthrough of your product and allow leads to play with it in real time.

Microsoft Excel is a spreadsheet application for Windows and Mac OS X, developed by Microsoft. It has been included in most versions of Microsoft Office since its initial release in 1985. Excel forms part of the Microsoft Office suite as well as its recent replacement Microsoft Office Online service. It is pre-installed on most personal computers and comes bundled with Microsoft Windows.

You can use Excel for tasks such as creating diagrams and charts from scratch, scheduling activities, making tables, generating mathematical formulas, keeping a budget and keeping track of time spent on various projects. The program can also handle very large amounts of data because it works on text files containing any number of records in any delimited format (for example, tab-delimited), although this feature is rarely used.

Excel’s native file format is XLS (a variant of the .XLS extension), but has support for other formats, including XLA for Lotus 1-2-3 spreadsheets; CSV for comma-separated values; and XML for data exchange with other spreadsheet programs.

According to Pipedrive’s website, there are 17 million businesses using Pipedrive around the world today to keep better track of their sales pipeline. This is a very big number, especially if you take into account their customer base is increasing each year. With this in mind, one would think that Microsoft Excel would be a spid choice for syncing data between these two applications?

Well… not necessarily! In fact, Pipedrive offers official integrations with several ERP systems and over 50 other apps including tops like Slack, Google Drive, MailChimp and Zapier. Pipedrive also provides a custom API which can be used for integrating with any other app or top. Therefore, there are many ways for integrating the two applications… which is where we come in! We provide customized integration sputions which integrate Pipedrive with MS Excel seamlessly. We’ll take care of all the hard work so that you can focus on growing your business!

The process to integrate Pipedrive and Microsoft Excel may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.