Connect Pipedrive CRM and Microsoft 365 Excel integrations
Connect Pipedrive CRM and Microsoft 365 Excel with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Pipedrive CRM and Microsoft 365 Excel to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when a new activity is added, updated or deleted.
Triggers when a new deal is added, updated or deleted.
Triggers when a new note is added, updated or deleted.
Triggers when a new organization is added, updated or deleted.
Triggers when a new person is added, updated or deleted.
Triggers when a new product is added, updated or deleted.
Triggers when a new activity is added or updated.
Triggers when a new deal is added or updated.
Triggers when a new email is added to Inbox.
Triggers when a new lead is added or updated.
Triggers when a new note is added or updated.
Triggers when a new organization is added or updated.
Triggers when a new person is added or updated.
Triggers when a new product is added or updated.
Adds a new table.
Adds a new table column.
Adds a new table row.
Adds a new worksheet to a workbook.
Adds a new worksheet row.
Deletes a table.
Deletes a worksheet row.
Downloads the content of a specified Excel workbook.
Gets the metadata of a specified table.
Performs an arbitrary authorized API call.
Updates an existing table.
Updates an existing table column.
Updates an existing worksheet row.
Retrieves a list of all table rows in a workbook.
Retrieves a list of all table objects.
Retrieves a list of worksheet rows.
Retrieves a list of worksheet objects.
Retrieves data for a given range.
Searches for Excel workbooks.
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Build your Pipedrive CRM and Microsoft 365 Excel integrations.
Create custom Pipedrive CRM and Microsoft 365 Excel workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Add follower to an object of selected type (deals, organizations, persons).
Adds a participant to a deal.
Adds a product to the deal.
Adds a new recurring subscription to a deal.
Adds a new table.
Adds a new table column.
Adds a new table row.
Adds a new worksheet to a workbook.
Adds a new worksheet row.
Connect any app with Pipedrive CRM and Microsoft 365 Excel
Popular Pipedrive CRM and Microsoft 365 Excel workflows.
Looking to get more out of Pipedrive CRM and Microsoft 365 Excel? With Make you can visually integrate Pipedrive CRM and Microsoft 365 Excel into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Update Pipedrive deals using data from a custom webhook
Automatically update your Pipedrive deals with real-time data from a custom webhook. Streamline your sales process by keeping deals current and accurate.
TRY IT ->Fetch data from your app and add a new row on Microsoft Excel
Automatically send data from an external app to Microsoft 365 Excel as a new row in your table. Streamline data management with this integration.
TRY IT ->Create a Pipedrive CRM person and a deal from a Facebook Lead Ads form submission
Every time a new Facebook Lead Ads form is submitted, Make will automatically create a Pipedrive CRM person and a deal. Check out a more advanced version of this template: [Send Facebook leads to Pipedrive CRM and prevent lead duplication](https://www.make.com/en/templates/12015-send-facebook-leads-to-pipedrive-crm-and-prevent-lead-duplicates)
TRY IT ->Create new Pipedrive contacts from Elementor form submissions
Automatically create new Pipedrive contacts from Elementor form submissions. Connect Elementor and Pipedrive to streamline your contact management process.
TRY IT ->Watch Pipedrive deals and update Google Sheets rows accordingly
Automatically track Pipedrive deals and update corresponding Google Sheets rows. Streamline sales data management by syncing deal changes with your spreadsheets.
TRY IT ->Send WhatsApp messages for new Excel rows
Every time a new row is added to your Excel spreadsheet, Make will automatically send a message in WhatsApp.
TRY IT ->List deals from Pipedrive and add them to Google Sheets
Automatically list deals from Pipedrive and add them to Google Sheets for streamlined tracking and management of sales opportunities.
TRY IT ->Search for and update activities in Pipedrive automatically
Automatically search and update activities in Pipedrive. Streamline your workflow by keeping your Pipedrive activities up-to-date with this automation.
TRY IT ->Update Pipedrive person details and retrieve person information
Automatically update Pipedrive person details and retrieve information. Streamline your CRM management with Pipedrive's Get Persons and Update Person modules.
TRY IT ->
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