How to Integrate Microsoft Excel with Pipedrive

Quick summary

This guide shows how to integrate Microsoft Excel with Pipedrive using Zapier by creating a Zap that triggers on Excel data and pushes it automatically into Pipedrive. The entire automation setup — from choosing a trigger event to publishing the Zap — can be completed in minutes without any coding.

Steps

1. Navigate to the left-side panel and click Create.
2. Choose Zaps from the list of options.
3. Click Trigger to start the integration process.
4. Search for Excel and select it from the suggested results.
5. Choose your preferred Trigger Event from the dropdown.
6. Click Sign In and log into your Microsoft account.
7. Tap Continue to proceed after signing in.
8. Fill out the input fields with the required information.
9. Tap Continue to run your input and test the Trigger.
10. Click Continue one more time to proceed further.
11. Search for Pipedrive and select it as the Action app.
12. Open the drop-down menu and choose your preferred Action Event.
13. Click Sign In and log into your Pipedrive account.
14. Click Allow and Install to grant the necessary permissions.
15. Provide all the information needed to set up the Action.
16. Tap Continue to publish the integration.
17. Your Microsoft Excel worksheet is now integrated with Pipedrive instantly.