How to Integrate Microsoft Excel with Pipedrive

‍

‍

It is very easy to integrate Microsoft Excel with Pipedrive via Zapier. Here’s a short guide on how to do it:

‍

1. Navigate to the left-side panel and then click 'Create'.
2. Choose 'Zaps' from the list of options.
3. After that, click 'Trigger' to start the actual integration process.
4. Search for 'Excel' and then select it from the suggested results.
5. Next, choose your preferred 'Trigger Event'.
6. Tap 'Sign In' afterwards, then log into the Microsoft account you wish to use.
7. Once done, tap 'Continue' to proceed.
8. Fill out the input fields with the required information.
9. Once done, tap 'Continue' to run your input and test the Trigger.
10. Click 'Continue' one more time to proceed further.
11. Following that, search for 'Pipedrive' and select it as the Action app.
12. Next, tap the drop-down menu and choose the 'Action Event' you prefer to use.
13. Click 'Sign In' afterwards, then log into your Pipedrive account.
14. Subsequently, click 'Allow' and Install' to grant the necessary permissions.
15. One by one, provide all the information needed to set up the Action.
16. Once done, tap 'Continue' to publish the integration.
17. After completing these steps, your Microsoft Excel worksheet will be integrated instantly with Pipedrive.