Excel and Pipedrive integrations and automations

Do everything in one place

Customize your Excel and Pipedrive integration with the following triggers and actions.

Triggers

When this happens…

Pipedrive
  • New object
    New object in Pipedrive
  • New or Updated object
    New or Updated object in Pipedrive

    • Any other trigger you can think up

Actions

Do this…

Excel
  • Custom action
    Custom action in Excel (Custom)
  • Add rows in batch Batch
    Add rows in batch in Microsoft Excel
  • Add a table
    Add a table in Microsoft Excel
  • Add a worksheet
    Add a worksheet in Microsoft Excel
  • Delete a row
    Delete a row in Microsoft Excel
  • Get cells Batch
    Get cells from range in Microsoft Excel
  • Get rows Batch
    Get rows from table in Microsoft Excel
  • List tables Batch
    List tables in Microsoft Excel
  • List worksheets Batch
    List worksheets in Microsoft Excel
  • Search workbooks Batch
    Search workbooks in Microsoft Excel
  • Update a row
    Update row in Microsoft Excel

    • Any other action you can think up

Pipedrive
  • Custom action
    Custom action in Pipedrive (Custom)
  • Create activity
    Create activity in Pipedrive
  • Create deal
    Create deal in Pipedrive
  • Create note
    Create note in Pipedrive
  • Create organization
    Create organization in Pipedrive
  • Get deal related products Batch
    Get products from the deal in Pipedrive
  • Get object Batch
    Get object from PipeDrive
  • Update deal
    Update deal in Pipedrive
  • Update organization
    Update organization in Pipedrive
  • Update person
    Update person in Pipedrive

    • Any other action you can think up

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