Connect Pipedrive to Microsoft Excel

Use 6 documented Pipedrive triggers to run 9 documented Microsoft Excel actions.

6 source triggers

9 target actions

Reverse direction supported

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Why Connect Pipedrive & Microsoft Excel?

Start with a Pipedrive event

Choose from 6 documented triggers, including Deal Updated (Instant), Lead Updated (Instant), New Deal (Instant).

Run a Microsoft Excel action

Send the event into one of 9 documented actions, such as Add a Worksheet Tablerow, Add Row, Find Row.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Pipedrive

Triggers (6)

Deal Updated (Instant)

Emit new event when a deal is updated.

webhook

Lead Updated (Instant)

Emit new event when a lead is updated.

webhook

New Deal (Instant)

Emit new event when a new deal is created.

webhook

New Event (Instant)

Emit new event when a new webhook event is received. See the documentation

webhook

New Person (Instant)

Emit new event when a new person is created.

webhook

Person Updated (Instant)

Emit new event when a person is updated.

webhook

Actions (24)

Add Activity

Adds a new activity. Includes more_activities_scheduled_in_context property in response's additional_data which indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data). See the Pipedrive API docs for Activities here. For info on adding an activity in Pipedrive

Add Deal

Adds a new deal. See the Pipedrive API docs for Deals here

Add Labels

Adds labels to a lead, person, deal, or organization in Pipedrive. See the documentation

Add Lead

Create a new lead in Pipedrive. See the documentation

Add Note

Adds a new note. For info on adding an note in Pipedrive

Add Organization

Adds a new organization. See the Pipedrive API docs for Organizations here

Add Person

Adds a new person. See the Pipedrive API docs for People here

Get All Leads

Get all leads from Pipedrive. See the documentation

Get Deal

Get a deal by its ID. See the documentation

Get Lead by ID

Get a lead by its ID. See the documentation

Get person details

Get details of a person by their ID. See the documentation

List Deals

List deals in your Pipedrive account. See the documentation

List Lead Label IDs Options

Retrieves available options for the Lead Label IDs field.

List Organization Label IDs Options

Retrieves available options for the Organization Label IDs field.

List Person Label IDs Options

Retrieves available options for the Person Label IDs field.

List User ID Options

Retrieves available options for the User ID field.

Merge Deals

Merge two deals in Pipedrive. See the documentation

Merge Persons

Merge two persons in Pipedrive. See the documentation

Remove Duplicate Notes

Remove duplicate notes from an object in Pipedrive. See the documentation for getting notes and deleting notes

Remove Labels

Removes one or more specific labels from a lead, person, deal, or organization in Pipedrive, leaving all other labels intact. See the documentation

Search Leads

Search for leads by name or email. See the documentation

Search Notes

Search for notes in Pipedrive. See the documentation

Search persons

Searches all Persons by name, email, phone, notes and/or custom fields. This endpoint is a wrapper of /v1/itemSearch with a narrower OAuth scope. Found Persons can be filtered by Organization ID. See the Pipedrive API docs here

Update Deal

Updates the properties of a deal. See the Pipedrive API docs for Deals here

Microsoft Excel

Triggers (4)

New Cell Value Changed

Emit new event when a specific cell's value changes in an Excel worksheet

polling

New Row Added

Emit new event when a new row is added to an Excel worksheet

polling

New Spreadsheet Created (Instant)

Emit new event when a new Excel spreadsheet is created.

webhook

New Spreadsheet Updated (Instant)

Emit new event when an Excel spreadsheet is updated.

webhook

Actions (9)

Add a Worksheet Tablerow

Adds rows to the end of specific table. See the documentation

Add Row

Insert a new row into a specified Excel worksheet. See the documentation

Find Row

Find a row by column and value in an Excel worksheet. See the documentation

Get Columns

Get the values of the specified columns in an Excel worksheet. See the documentation

Get Spreadsheet

Get the values of a specified Excel worksheet. See the documentation

Get Table Rows

Retrieve rows from a specified table in an Excel worksheet. See the documentation

List Folder ID Options

Retrieves available options for the Folder ID field.

Update Cell

Update the value of a specific cell in an Excel worksheet. See the documentation

Update Worksheet Tablerow

Update the properties of tablerow object. (Only for work or school account) See the documentation

Integration Features

6 documented Pipedrive triggers

9 documented Microsoft Excel actions

Configurable field mapping

Conditional workflow steps

Execution monitoring

A supported Microsoft Excel to Pipedrive direction

Capability Examples

Pipedrive trigger → Microsoft Excel action

Catalog example

Pipedrive

Deal Updated (Instant)

Microsoft Excel

Add a Worksheet Tablerow

Microsoft Excel trigger → Pipedrive action

Reverse direction

Microsoft Excel

New Cell Value Changed

Pipedrive

Add Activity

How It Works

Connect Apps

Authenticate your Pipedrive and Microsoft Excel accounts

Choose a Trigger

Select a documented Pipedrive event

Choose an Action

Select the documented Microsoft Excel operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 6 documented Pipedrive triggers.

Automated Actions

Run one of 9 documented Microsoft Excel actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

Reverse Integration Available

Also connect Microsoft Excel to Pipedrive for bidirectional automation

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All Microsoft Excel Integrations

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Connect Pipedrive to Microsoft Excel

Why Connect Pipedrive & Microsoft Excel?

Start with a Pipedrive event

Run a Microsoft Excel action

Map and review the workflow

Available Triggers & Actions

Pipedrive

Triggers (6)

Actions (24)

Microsoft Excel

Triggers (4)

Actions (9)

Integration Features

Capability Examples

Pipedrive trigger → Microsoft Excel action

Microsoft Excel trigger → Pipedrive action

How It Works

Connect Apps

Choose a Trigger

Choose an Action

Test and Review

Frequently Asked Questions

Is the Pipedrive to Microsoft Excel direction supported?

Which Pipedrive triggers are available?

Which Microsoft Excel actions are available?

Can I also connect Microsoft Excel to Pipedrive?

Integration Benefits

Trigger-driven Workflows

Automated Actions

Provider Authentication

Guided Configuration

Field Mapping

Execution Review

Reverse Integration Available

All Pipedrive Integrations

All Microsoft Excel Integrations

Popular Integrations

More Microsoft Excel Integrations

Ready to Connect Pipedrive & Microsoft Excel?