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pipelinedeals + Microsoft Excel Integrations

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

About pipelinedeals

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.

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 pipelinedeals and Microsoft Excel Integrations

  • pipelinedeals Trello

    Microsoft Excel + Trello

    Create a new card in Trello on a new row in Excel Read More...
    When this happens...
    pipelinedeals New Row
     
    Then do this...
    Trello Create Card
    This integration also allows you to create cards in Trello from directly inside Excel and gives you the ability to include your attachments on that card. After setting this integration, Appy Pie Connect automatically creates a new card in Trello when a new row is added to your spreadsheet in Google Sheets. This way, you can track tasks easily in an organized manner.
    How It works
    • Whenever there is a new row in Microsoft Excel
    • Appy Pie Connect turns it into a Trello card automatically
    Apps Involved
    • Microsoft Excel
    • Trello
  • pipelinedeals Google Sheets

    Microsoft Excel + Google Sheets

    Update new Excel rows to Google Sheets Read More...
    When this happens...
    pipelinedeals New Row
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Can’t convert your Excel spreadsheet into a Google Sheet? Wish you could quickly add new Excel rows to Google Sheets? This Appy Pie Connect integration is for people who often need to convert Excel files into Google Sheets. . Set up this integration, and Appy Pie Connect will replicate the contents to any Google Sheet you want, guaranteeing that your data is available wherever you need it.
    How This Excel-Google Sheets Integration Works
    • A new row is added to an Excel spreadsheet
    • Appy Pie Connect automatically adds it as a new row on Google Sheets
    Apps Involved
    • Excel
    • Google Sheets
  • pipelinedeals Asana

    Microsoft Excel + Asana

    Create a task in Asana for every new Excel row Read More...
    When this happens...
    pipelinedeals New Row
     
    Then do this...
    Asana Create Task
    Never cut and paste data again. Appy Pie Connect makes every integration effortless, allowing users to create Asana tasks automatically for every new Excel row that connects with Appy Pie Connect. Once enabled, this Appy Pie Connect integration will monitor any Excel spreadsheet you specify, triggering a task in Asana with each new row you add, keeping you focused on getting things done.
    How This Excel-Asana Integration Works
    • A new row is added to an Excel spreadsheet
    • Appy Pie Connect automatically adds a task on Asana
    Apps Involved
    • Excel
    • Asana
  • pipelinedeals Asana

    {{item.triggerAppName}} + {{item.actionAppName}}

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

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

    Triggers
  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

  • 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 associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

  • Add Row to Table

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

How pipelinedeals & Microsoft Excel Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate pipelinedeals 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 pipelinedeals and Microsoft Excel

IT deals with the coordination of computer hardware and software resources for the benefit of an organization. It is the foundation of all other business activities. The use of technpogy becomes mandatory because it is impossible to compete effectively in today's business environment without using computers. IT is a broad term that refers to any application, system, or process invpving computers. IT being such a broad term, there are various sub categories within IT as well. One of them is pipelinedeals.

pipelinedeals?

Pipelinedeals is an online deal-making platform that allows entrepreneurs to conduct their own due diligence on potential financing deals, negotiate terms with investors, and track and report on the entire investment cycle. Pipelinedeals was founded by three ex-Gpdman Sachs bankers, Shruti Garg, Paul Gu and David Sangeetha. They have been incubated at StartX Stanford and Y Combinator.

Microsoft Excel?

Microsoft Excel is a spreadsheet program developed by Microsoft for both Windows and Mac OS X operating systems. First released in 1985 for Macintosh, it was soon ported to PC running MS-DOS. A version also running on Apple's iOS mobile operating system is available on the App Store, while an Android app was released in September 2013. Excel forms part of Microsoft Office. As of June 2016, Microsoft claims that Excel has more than 400 million users worldwide.

Integration of pipelinedeals and Microsoft Excel

Pipelinedeals and Microsoft Excel are integrated by using Microsoft Excel to count the interest rates of different firms listed on pipelinedeals, write down the details in a sheet and make conclusions about the best option for that particular product or service based on the past history of the listed company on pipelinedeals.

Benefits of Integration of pipelinedeals and Microsoft Excel

The benefits of this integration are. (1. Pipelinedeals users can use Microsoft Excel to calculate the interest rate offered by different companies listed on pipelinedeals; (2. Microsoft Excel can be used to summarize information from pipelinedeals so that users can easily analyze the data; (3. Using Microsoft Excel will save time in calculating interest rates and summarizing data; (4. Using Microsoft Excel will improve the experience for users on pipelinedeals.

The integration of pipelinedeals with Microsoft Excel will enable users to make better decisions when choosing financing products based on their past history and current situation.

The process to integrate pipelinedeals 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.