Microsoft Excel
Pipedrive

Microsoft Excel and Pipedrive Integration

No-code Integration
No-code
Supported Automation Platforms
8automatiomation platforms supported
Microsoft Excel Actions
16Microsoft Excel Triggers & Actions
Pipedrive Actions
266Pipedrive Triggers & Actions

How to connect Microsoft Excel and Pipedrive

Microsoft Excel and Pipedrive integration is available through workflow automation tools – Make.com, Zapier, n8n.io or 5 more. With the combination of 21 Microsoft Excel triggers and 270 Pipedrive actions, you can create thousands of integration workflows to automate your work.

Popular Workflows for Microsoft Excel and Pipedrive Integration

By integrating Microsoft Excel with Pipedrive, users can create custom workflows that save time and increase efficiency. Here are some of the most popular workflows that can be achieved through their integration.

  • Add important tasks to a personal to-do list
  • Add new leads to CRM or Customer support platform
  • Save files to the cloud storage
  • Distribute content across social media platforms
  • Engage new leads with a personalized message
  • Register new leads for webinars to nurture them
  • Add leads to a nurture campaign
  • Enroll customer in an online course
  • Optimize your digital advertising spend

Workflow Automation Platforms supported by Microsoft Excel and Pipedrive

You can streamline your workflow processes between Microsoft Excel and Pipedrive with these no-code automation platforms that don't require any coding experience. Browse through this list to find the right platform that enables customized workflows tailored to your specific business requirements.

  • Make.com. Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
  • Zapier. Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
  • n8n.io. n8n is a workflow automation tool, which helps to connect different apps and tools between each other using it's open, fair-code model. n8n is available as an open-source (only fair-code use) software and as a cloud service.
  • Pabbly Connect. Pabbly Connect simplifies automation for everyone, connecting multiple apps and streamlining tasks with ease. Trust in our technical expertise and focus on making an impact in your field.
  • Microsoft Power Automate. Microsoft Power Automate, previously Microsoft Flow, helps to improve productivity using business process automation with triggers and actions.
  • Unito. Unito is a top-tier, no-code integration solution that enables seamless workflows across multiple apps. With two-way syncing, updates between tools are reflected in real-time. Choose from multiple integrations to streamline your team's efforts and increase productivity.
  • Integrately. Integrately helps to integrate your apps in 1 click using easy to set up automation templates. Live chat support and an impressive 10k+ customer base set it apart.
  • Pipedream. Pipedream is a low code integration platform for developers, which helps to connect APIs fast.

Microsoft Excel and Pipedrive Integration Price

When it comes to optimizing your workflow and streamlining tasks, integrating Microsoft Excel and Pipedrive can be seamlessly achieved using no-code or low-code automation tools. However, it is crucial to understand the pricing aspects.

Need to know the pricing information for automation services supporting Microsoft Excel and Pipedrive integration? We've done the hard work for you! Check out our table below for details based on 100, 1K, 10K and 100K basic automations per month.

Basic automations encompass only one trigger and one action. Creating a task after someone fills out a form is a classic example of this.

Price for 100, 1K, 10K and 100K basic automations per month
Automation Platform
Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Core

$10.59

Volume: 10K
Plan: Core

$18.82

Volume: 100K
Plan: Core

$214.31

Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Starter

$58.5

Volume: 10K
Plan: Professional

$193.5

Volume: 100K
Plan: Professional

$733.5

Volume: 100
Plan: Starter

$20

Volume: 1K
Plan: Starter

$20

Volume: 10K
Plan: Pro

$50

Volume: 100K
Plan:

Volume: 100
Plan: Starter

$29.99

Volume: 1K
Plan: Starter

$29.99

Volume: 10K
Plan: Professional

$49

Volume: 100K
Plan: Business

$299

Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Free

$0

Volume: 10K
Plan: Basic

$29

Volume: 100K
Plan: Business

$499

Triggers and Actions supported by Microsoft Excel and Pipedrive

When integrating Microsoft Excel and Pipedrive, you typically seek automation that suits your business requirements.

Automations are workflows that link your applications to fully automate repetitive tasks. A Trigger serves as the initiating event of an Automation, while an Action denotes the event executed by the Automation.

We've taken great care in collecting every available Trigger and Action from multiple Workflow Automation Platforms, enabling you to evaluate integration possibilities and make an informed decision on connecting Microsoft Excel and Pipedrive.

Microsoft Excel

When this happens

Select a Trigger

Pipedrive

Do this

Select an Action

How to setup Microsoft Excel and Pipedrive integration

  • Step 1: Use a Workflow Automation Service that is compatible with both Microsoft Excel and Pipedrive. Choose automation platform

    60 seconds

  • Step 2: Enable authentication for both Microsoft Excel and Pipedrive on the chosen automation platform

    60 seconds

  • Step 3: Pick a suitable Trigger for Microsoft Excel that will kickstart your automation workflow. Explore Triggers

    15 seconds

  • Step 4: Choose an appropriate Action to be executed by Pipedrive once your automation scenario is triggered. Explore Actions

    15 seconds

  • Step 5: Specify the data that will be exchanged between Microsoft Excel and Pipedrive by configuring the appropriate settings.

    120 seconds

  • Step 6: Complete your integration by testing and publishing it. You're all set!

Popular Automation Scenarios with Microsoft Excel and Pipedrive

By automating your complete business processes, you can enhance efficiency and reduce errors. With Microsoft Excel and Pipedrive, there are several popular approaches users can take to automate their tasks.

Microsoft Excel and Pipedrive integration Diagram

Microsoft Excel and Pipedrive Integration
Microsoft Excel + Pipedrive Integration schema

Frequently Asked Questions

Does Microsoft Excel integrate with Pipedrive?

You can connect Microsoft Excel and Pipedrive automatically using no-code Workflow Automation Tool. Use Make.com, Zapier, n8n.io, Pabbly Connect, Microsoft Power Automate, Unito, Integrately or Pipedream to link Microsoft Excel and Pipedrive.

Can you Integrate Microsoft Excel and Pipedrive for free?

Yes, you can use the free plan of Make.com, Zapier, Pabbly Connect, Integrately or Pipedream to connect Microsoft Excel to Pipedrive for free, albeit with some limitations. You can use open source workflow automation tool n8n.io to self-host your integration script between Microsoft Excel and Pipedrive.

This page was last updated on